Investment Analyst (Private Markets & Manager Selection)

New York, New York Permanent USD100,000 - USD120,000 per year
  • Play a pivotal role within a close-knit, dynamic team
  • Work with the VP to offer investment insight & direction to family office

About Our Client

Our client is a family office in NYC. The family office will support the goals of the family through investments in the US market. This role is 5 days a week in office in midtown NYC.

Job Description

  • Conduct in-depth research and analysis on private market investment opportunities, including private equity, private credit, venture capital, and real estate.
  • Conduct in-depth research on various fund managers for potential asset allocation.
  • Evaluate investment strategies, market trends, and competitive landscapes to identify attractive opportunities and potential risks.
  • Perform financial modeling, valuation, and due diligence to assess the feasibility and potential returns of prospective investments.
  • Prepare investment memos, presentations, and reports for internal stakeholders.
  • Collaborate closely with investment professionals and senior leadership to support investment decision-making and portfolio management activities.
  • Monitor and track portfolio performance, market developments, and regulatory changes affecting private markets.

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 Applicant

  • Bachelor's degree in Finance, Economics, Business, or a related field; advanced degree (e.g., MBA, CFA) preferred.
  • 1-5+ year of experience in a family office or small investment firm setting with a focus on private markets or manager selection.
  • Strong analytical skills with proficiency in financial modeling, valuation techniques, and investment analysis.
  • Excellent communication and presentation skills, with the ability to articulate complex ideas clearly and concisely.
  • Detail-oriented with a demonstrated ability to manage multiple projects and prioritize tasks effectively.
  • Team player with a proactive attitude, intellectual curiosity, and a passion for learning and growth.
  • Proficiency in Microsoft Excel, PowerPoint, and other relevant financial analysis tools.

What's on Offer

Base salary + annual cash bonus

Lisa Leveille
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Job summary

Banking & Financial Services
Sub Sector
Portfolio / Fund / Asset Manager
Financial Services
New York
Contract Type
Consultant name
Lisa Leveille
Job Reference