What are the responsibilities and job description for the Family Office Investment Analyst position at Arthrex?
Arthrex, Inc. is a global medical device company and a leader in new product development and medical education. We are a privately held company that strives to accomplish our corporate mission of Helping Surgeons Treat Their Patients Better™. We are committed to delivering uncompromising quality to the health care professionals who use our products, and ultimately, the millions of patients whose lives we impact.
Arthrex Benefits
Medical, Dental and Vision Insurance
Company-Provided Life Insurance
Voluntary Life Insurance
Flexible Spending Account (FSA)
Supplemental Insurance Plans (Accident, Cancer, Hospital, Critical Illness)
Matching 401(k) Retirement Plan
Annual Bonus
Wellness Incentive Program
Free, Onsite Medical Clinics
Free Lunch
Tuition Reimbursement Program
Trip of a Lifetime
Paid Parental Leave
Paid Time Off
Volunteer PTO
Employee Assistance Provider (EAP)
Please note, most benefits are for regular, full time employees.
All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other status protected by law.
This position will be based at our corporate headquarters in Naples, FL.
Main Objective :
The primary responsibilities include working with senior investment team members to help research and manage investment opportunities in private and public markets, across both direct company investments and fund investments. You will analyze industries, businesses, and investment managers through in-depth fundamental research and conduct financial analysis and modeling to evaluate risk and estimate returns. You will build investment cases, help draft investment memos, and make recommendations to the team. This is an opportunity to join a team where one can bring meaningful contributions to the investment process within a substantial family office.
Essential Duties and Responsibilities :
- Conduct rigorous due diligence, including reading and summarizing findings from company filings, research reports, transcripts and news.
- Conduct primary research including speaking with industry experts and analysts, attending conferences or tradeshows, and meeting with investment managers and company management teams.
- Create and maintain valuation models and monitor ongoing developments for the firm’s existing and prospective investments.
- Produce macro research to help quantify the potential investment opportunity in an asset class, geography, investment type, sector, or industry.
- Lead or participate in fund manager campaigns to identify best-in-class teams that invest in asset classes, geographies, strategies, or industries of interest.
- Recommend investments to portfolio managers and the investment committee through carefully written investment thesis presentations and memos.
- Support the portfolio management effort for existing investments, producing regular updates on performance, KPIs, outlooks, risks, and conviction level.
- Help improve and expand the firm’s research and investment process.
- Support the investment and risk reporting efforts.
- Liaise with the Finance & Accounting team to support them with any necessary investment related information.
- General support on special projects and administrative tasks as needed.
Incidental Duties :
The above statements describe the general nature and level of work being performed in this job. They are not intended to be an exhaustive list of all duties, and indeed additional responsibilities may be assigned, as required, by management.
Education and Experience :
Knowledge and Skill Requirements / Specialized Courses and / or Training :
Machine, Tools, and / or Equipment Skills :
Tech savvy with proficiency in Microsoft Office 365, Addepar, PitchBook, and Bloomberg Terminal.
Reasoning Ability :
Mathematical Skills
Ability to comprehend and apply mathematical principles to the degree required to perform the job based upon job requirements.
Language and Communication Skills :
Ability to comprehend and apply language skills to the degree required to perform the job based upon the job requirements listed above. Ability to communicate ideas and issues effectively to other team members and management. Ability to write and record data and information as required by procedures.
Arthrex Benefits
All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other status protected by law.
