Family Office
Our Family Office is seeking an Associate to join our organization. The role is intended for candidates with 1-3 years prior experience in investing or investment banking who are seeking a role with meaningful exposure, responsibility and learning in a principal investing environment.
This role will play a meaningful part in the full investment lifecycle, including opportunity evaluation, due diligence, transaction execution, and ongoing portfolio management, reporting directly to the Chief Investment Officer.
The position is based in New York City and requires in-person attendance five days per week at our office in Midtown. We are proud to offer a competitive base salary, performance-based bonus, and comprehensive benefits package.
Responsibilities
Perform in-depth research and due diligence on prospective investments and/or broader investment themes
Conduct rigorous financial analysis and modeling, including but not limited to historical performance analysis, forward projections, return analysis, and downside scenario assessment
Assist in preparation of investment analyses and supporting materials for internal review and Investment Committee
Attend and actively contribute to internal and external meetings, on-site diligence sessions, conferences, and other relevant meetings
Maintain regular contact with key contacts across the portfolio, attend board meetings, and assist in identifying and evaluating opportunities to support value creation
Work cross-functionally within the Family Office on investment reporting, treasury, tax management, operations, and legal
Maintain detailed records, notes, financial models, and documentation throughout the diligence, execution, and ownership lifecycle
Build and maintain professional relationships with other investors, sponsors, third-party advisors, industry participants, and financing providers
Consistently exercise a high degree of confidentiality, discretion, sound judgment, and professionalism
Qualifications and Requirements
Prior experience in investing or investment banking
Strong understanding of financial statements and fundamental accounting principles
Solid grasp of core investing and transaction fundamentals
Demonstrated intellectual curiosity, technical aptitude, and eagerness to learn
Low-ego, team-oriented mindset with strong moral character, maturity, and judgment
Proficiency in Microsoft Excel and the broader Microsoft Office suite; candidates will be required to successfully complete a financial modeling assessment
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Investment Banking
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This role will play a meaningful part in the full investment lifecycle, including opportunity evaluation, due diligence, transaction execution, and ongoing portfolio management, reporting directly to the Chief Investment Officer.
The position is based in New York City and requires in-person attendance five days per week at our office in Midtown. We are proud to offer a competitive base salary, performance-based bonus, and comprehensive benefits package.
Responsibilities
Perform in-depth research and due diligence on prospective investments and/or broader investment themes
Conduct rigorous financial analysis and modeling, including but not limited to historical performance analysis, forward projections, return analysis, and downside scenario assessment
Assist in preparation of investment analyses and supporting materials for internal review and Investment Committee
Attend and actively contribute to internal and external meetings, on-site diligence sessions, conferences, and other relevant meetings
Maintain regular contact with key contacts across the portfolio, attend board meetings, and assist in identifying and evaluating opportunities to support value creation
Work cross-functionally within the Family Office on investment reporting, treasury, tax management, operations, and legal
Maintain detailed records, notes, financial models, and documentation throughout the diligence, execution, and ownership lifecycle
Build and maintain professional relationships with other investors, sponsors, third-party advisors, industry participants, and financing providers
Consistently exercise a high degree of confidentiality, discretion, sound judgment, and professionalism
Qualifications and Requirements
Prior experience in investing or investment banking
Strong understanding of financial statements and fundamental accounting principles
Solid grasp of core investing and transaction fundamentals
Demonstrated intellectual curiosity, technical aptitude, and eagerness to learn
Low-ego, team-oriented mindset with strong moral character, maturity, and judgment
Proficiency in Microsoft Excel and the broader Microsoft Office suite; candidates will be required to successfully complete a financial modeling assessment
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Investment Banking
#J-18808-Ljbffr