Senior Investment Analyst

Employer:

Virtual single-family office based out of New York investing in public equities, alternatives, real estate and fixed income, and providing a range of services to an extended family.

The family office was created after a liquidity event. The two brothers managed a successful business for decades, after which the family office was established.

The family consists of 3 patriarchs/matriarch, 10 next generation adults (including married-ins) and their 9 children, ranging from toddlers to college age.

Values-based family whose family mission is:

• Support for Health and Welfare of All Family Members

• Encourage and Support Education for All Family Members

• Commitment to a Range of Individual Lifestyles - Making a Productive Contribution to Society

• Commitment to Involvement in Community Service

• Preservation, Growth and Transfer of Wealth

• Governance and Succession Management

In addition to the investment management, the family office provides other advisory and operational services to the family.

Qualifications:

Ideal candidate has strong quantitative, analytical and communication skills who enjoys reading and possess a high level of intellectual curiosity and works collaboratively with internal and external parties. Candidate must be systems literate and have ability to extract/manipulate data. Ability to work in a team environment that is virtual. Seeks opportunity, propose solutions, extremely hands on, and also effective independently.

Responsibilities (included but not limited to):

• Investment Strategy & Research (current and future)

o Research

• Keeping up to date with the macroeconomics, financial markets, economy and news and update family office executives and family members accordingly
• Research investments held by the office, including underlying investments of any external managers
• Proactively generate new ideas and present to team for potential investment

o Sourcing and due diligence for direct investments (public and private)

• Can include individual securities, ETFs, direct private deals, fund investments, real estate

o Maintenance of an investment policy statement (IPS)

• Working in tandem with family board's desired investing goals and risk tolerance
• Development, implementation, and rebalancing of portfolio asset allocation

• Reporting & Analytics

o Aggregation and reporting of investment portfolio

• Develop performance reports of investments on a regular basis as directed by the board
• Benchmark performance against various indexes and company investment strategy
• Responsible for risk management and reporting together with CFO

• Investment Management & Administration

o Investment strategy execution (in-house or outsourced)

• Assist in manager or advisor selection
• Maintain and develop relationships with external Investment Managers, including regular meetings
• Foster relationships and liaison with: Investor Relations, Research Providers, Family members
• Oversee Investment Advisor on assets managed by RIA

o Investment admin

• Complete documentation for new investments as well as ongoing requirements
• Attend investment conference and meetings
• Maintain reporting calendar of all portfolio holdings
• Coordinate with CFO on implications for investments on cash flow and taxes for different entity types (foundation, family partnership, individual holdings, trusts, etc)
• Diligence/researching/modeling real estate investments

• Special Projects

• Manage & assist special projects as needed
• Roll up sleeves to do work across the task vertical (from investment administration/analysis, to execution and oversight)
• Tax loss harvesting strategies

• Family & Office Support

• Reviews and suggestions for investments held personally by next gen family members
• Regular meetings with family office board, and individual family members on investments - review holdings, provide ratings and rationales
• Provide next gen with investment education directly and through third parties

Education, Experience and Skill Requirements:

• Minimum of 5 years of investment-oriented experiences with family offices or the financial services industry (PE, endowments, private banking, etc.) serving family offices

• Statistical analysis abilities required

• Knowledge in equities management and well versed in other asset classes (fixed income, private equity, venture capital and real estate)

• Direct interface with portfolio managers

• Able to work independently, take ownership of tasks and follow through w/ limited oversight

• Must enjoy working on a small team, be a consummate team-player with excellent attention to detail and be able to clearly articulate and defend new ideas

Location:

• Occasional onsite meetings in NYC and Long Island

• Preferred to be physically in the Greater NYC Area

• Proficient in Microsoft Office Suite & Bloomberg

• Graduation from an accredited university or college with a Bachelor's degree in economics, accounting, finance, business or related field and/or with MBA and/or CFA preferred (not required)

Salary:

Salary based on experience with competitive benefits package.