Job Description

The Investment Associate supports the Managing Director, Private Investments in activities related to the private equity portfolios managed at the family office. This position offers a unique opportunity to be part of an entrepreneurial culture on a small team with a very large fiduciary responsibility.

Primary Responsibilities:

• Work closely with the Managing Director, Private Investments in the implementation and execution of portfolio strategies, including the sourcing, selection, and monitoring of private equity investment opportunities (fund and co-investments).
• Support due diligence efforts, assisting in the quantitative and qualitative analysis of new and existing managers and co-invest opportunities as well as conducting detailed performance and portfolio analysis.
• Assist in the preparation of portfolio, strategy and investment-specific recommendations.
• Attend meetings with new and existing managers and take notes in calls/meetings attended.
• Assist in the monitoring and evaluation of current managers. Review quarterly and annual
• portfolio reporting, liasing with the operations team to validate accuracy and formatting and
• providing qualitative analysis of the data.
• Assist in creating Investment Committee materials and participate in meetings.
• Stay abreast of current developments in the institutional investment marketplace.
• Take part in industry events.
• Participate in ad hoc projects as needed.

Qualifications and Experience:

• Bachelor’s degree required.
• 2-4 years of direct institutional investment work experience (e.g. in investment management, or other relevant fields).
• Well-developed analytical and quantitative skills.
• Strong Excel, writing, communication, and presentation skills.
• Able to take in data and synthesize quantitative and qualitative conclusions.
• Interest in financial markets and investing.

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