Save Job Back to Search Job Description Summary Similar JobsMulti-Billion $ Single Family Office based in Boston, MAReporting directly into the CEO of the USAbout Our ClientMy client is a Private Single-Family Office with a strong (25 year) pedigree and impressive track record. They have in excess of $6B AUM. They have ambitious growth plans in the coming years and as part of their longer-term strategy and to compliment their existing investment team, the need for a strong investment Analyst has arisen.They have exclusively retained Tom Smith at Page Executive in Boston to appoint their next Analyst level hire.Job DescriptionReporting into the CEO, the Analyst is responsible for providing analytical support to the senior leadership and wider team. The Analyst's primary responsibilities include due diligence, analysis and sourcing of investment opportunities, focusing largely on entertainment, technology, energy, oil & gas and real estate investments. The Analyst also assists in conducting capital market, industry and asset class research and due diligence. Main duties and responsibilities will include the following:Prepare financial models (LBO etc.) for the team across industries and sectors to support mandate processesAnalyze financial data to build financial models, review direct equity investmentsSynthesize and articulate inputs required for investment thesesHandle initial screening of private investments and due diligence process; summarize investment opportunities for senior leadershipMarket/industry research (read reports, interview experts, attend conferences)Investment analysis (management meetings, financial models, investment memos)Investment execution (term sheets, due diligence, transaction documents)Portfolio monitoring (board meetings, quarterly letters)Manage and evaluate current investment portfolio.Recommend future investmentsCompose and deliver quarterly sector research reports for external distributionPlease note that this is not a remote opportunity and a presence in the office in Downtown Boston (with a small amount of flexibility) is required.This role is exclusive and retained to Michael Page Boston. Apply today for immediate consideration!MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.The Successful ApplicantIn return for a competitive remuneration package, you will possess the following:Bachelor's Degree required - essential2+ years of relevant investment banking experience - essentialStrong LBO experience - essentialUnderstanding of complex financial modeling - essentialAbility to work from Downtown Boston on a daily basis. Limited flexibility is available, but the role is mainly in-office (Financial District) - essentialWhat's on OfferCompetitive base salaryPerformance related annual bonus schemeExcellent company benefitsOpportunity to be part of the inner workings of a well-established Private Family Office.ContactTom SmithQuote job refJN-102024-6553011Job summarySectorBanking & Financial ServicesSub SectorPortfolio / Fund / Asset ManagerIndustryFinancial ServicesLocationBostonContract TypePermanentConsultant nameTom SmithJob ReferenceJN-102024-6553011