Our client is seeking a Senior Investment Analyst to join a high-performing investment team supporting a large and diversified portfolio. This is an excellent opportunity for an investment professional looking to gain exposure across a broad range of asset classes, including private equity, venture capital, public equities, real estate, energy, and infrastructure.
Key Responsibilities:
- Conduct investment research, financial analysis, and due diligence activities across multiple investment strategies
- Evaluate investment managers and assess private market investment opportunities
- Support portfolio construction, monitoring, and performance reporting initiatives
- Develop investment recommendations and present findings to senior stakeholders
- Monitor portfolio risk, diversification, and overall investment performance
- Build and maintain relationships with investment managers, advisors, and industry professionals
What Our Client Offers:
- Exposure to a diverse range of investment strategies and asset classes
- Opportunity to work alongside experienced investment professionals
- Collaborative, team-oriented culture
- Professional development support, including training and certification opportunities
- Meaningful involvement in investment strategy development and decision-making
Requirements
- Bachelor’s degree in Finance, Business, Economics, or a related discipline
- 3+ years of experience in investments, consulting, corporate finance, or a related field
- Experience with financial modeling, investment research, and portfolio analysis
- Progress toward a CFA or CAIA designation is preferred
- Strong analytical, communication, and problem-solving abilities
- Proficiency with Microsoft Office and investment-related tools and platforms
- Interest in leveraging AI and technology to enhance research capabilities and workflow efficiency
- Ability to work independently and thrive in a fast-paced environment
- Some travel may be required for industry conferences, investment manager meetings, and collaboration with team members
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Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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