Investment Associate (Private Equity), Family Office Job at Hunter SF, San Francisco, CA

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  • Hunter SF
  • San Francisco, CA

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.

Job Tags

Work experience placement,

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