What are the responsibilities and job description for the Investment Analyst position at Carson Group Holdings, LLC?
Job Description
Job Description
Who We Are
The Carson Family Office (CFO) invests in Conscious Leaders with world-changing ideas. We focus our capital to elevate teams with big visions and the talent to execute. We structure our investments to deeply align values with incentives for impact.
Carson Family Office supports the Carson family in executing its philanthropic goals, managing its portfolio of assets, and organizing its estate for infinite impact.
We are made up of mission-aligned people who have one thing in common; purpose.
We believe success is about more than accumulation and that money is an exponential resource; we create space for conscious leaders to expand; we are an integrated team that leverages systems, policy and process; we take conscious control of the affairs of the family; and we simplify complexity, executing with discipline.
Who We Want
We’re seeking an experienced investment analyst to join our team. As an investment analyst, you will conduct thorough investment research, analyze market trends, and provide critical data to assist in investment decision-making for new and existing holdings. The ideal candidate possesses strong analytical skills, a deep understanding of financial markets, and the ability to provide insightful recommendations to drive the financial growth process.
What To Expect
Investment Research & Analysis :
- Conduct in-depth research and financial analysis on potential investment opportunities across various asset classes (e.g., public equities, private equity, real estate, hedge funds, venture capital, private credit).
- Develop and maintain financial models to evaluate investment performance, risk, and return potential.
- Prepare comprehensive investment memos and presentations summarizing research findings and investment recommendations.
- Monitor existing portfolio investments, track performance, and prepare periodic performance reports.
Portfolio Management Support :
Administrative Support :
What You Need
Preferred Qualifications :
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson Family Office strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
