Investment Analyst Job at Confidential
HNW Family Office with large investment portfolio searching for an investment analyst to work closely and support head Portfolio Manager. Primary responsibilities will include sourcing and evaluating fund managers, exploring actionable direct investment opportunities, and monitoring existing public and private positions. Considerable time will be spent relationship building with outside fund managers, asset allocators, and other investment professionals. Candidate will also contribute to building out the investment process to institutional standards, interacting with several financial institutions, and working on ad-hoc projects.
- Candidate must have the following:
- Bachelor’s Degree with a background in Finance or Economics
- 2+ years of experience as a financial analyst
- Strong knowledge and passion for investing and markets
- Strong quantitative and analytical ability
- Outstanding Excel and financial modeling capabilities
- High attention to detail
- Organized and able to handle multiple projects with a sense of urgency
- Strong oral and written communication ability
- Commitment to perform high-quality work
- Four days per week office attendance
Job Type: Full-time
Pay: $60,000.00 - $110,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
- On call
Ability to commute/relocate:
- Neptune City, NJ 07753: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Financial analysis: 2 years (Preferred)
- Microsoft Excel: 5 years (Preferred)
Work Location: One location
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