Job Description

Job Description

Job Description

To be considered for this position, candidates must submit a resume along with a cover letter and salary requirements.

 

Overview:
Our multi-family office services a select group of ultra-high net worth clients and we are seeking a highly motivated and detail-oriented full time Junior Investment Analyst to join our investment team. This role offers a rare opportunity to work across public and private markets while learning directly from the senior portfolio managers. The ideal candidate has 3–5 years of relevant experience and is eager to grow within a dynamic multi-family office environment.

We have cultivated a team environment and we are looking for a candidate that shares our enthusiasm for working together towards a common goal. Our culture is important to us, we value collaborative interaction while also understanding each member of the team has their own individualized needs.

Key Responsibilities:

• Conduct research and maintain documentation on ETFs, mutual funds, hedge funds, and private equity managers
• Take detailed notes during investment meetings and portfolio reviewsSupport portfolio analysis and asset allocation workLearn and assist with portfolio rebalancing using software tools such as RedBlack
• Collaborate with senior investment professionals to understand both fundamental and quantitative investment processes
• Work with financial data in Excel and other platforms; open to learning Python and MATLAB for future automation and modeling tasks

Qualifications:

• 3–5 years of investment-related experience
• Bachelor's degree in Finance or related concentration
• Strong attention to detail and a high degree of precision in work
• Comfortable handling and analyzing financial data
• Eager to learn portfolio construction, rebalancing, and investment strategy
• Self-motivated, curious, and collaborative
• Familiarity with investment products and willingness to expand into new asset classes
• Experience with or interest in programming (Python, MATLAB) is a plus

This is an excellent opportunity for someone seeking long-term growth in a collaborative, intellectually rigorous environment.

Job Type: Full-time
Office Hours: 8:30 – 5:00

Compensation Package: Competitive salary based upon experience

- Medical, Vision & Dental

- PTO

- “Summer Hours” Memorial Day to Labor Day Fridays end at 3:00

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