What are the responsibilities and job description for the Investment Analyst (Public Investing), Prestigious Family Office position at Hunter SF?
Our client is a prestigious single-family office looking for an investment analyst to join their team. The Investment Analyst is a two-year role supporting the Director, Public Markets in activities related to the portfolios managed at the Family Office. He / she will gain exposure across asset classes, but the role will have a particular focus on Public Equity, Hedge Funds, Credit, and Fixed Income. This position offers a unique opportunity to be part of an entrepreneurial culture on a small team with a very large fiduciary responsibility.
Primary Responsibilities :
- Work closely with the Director, Public Markets on strategy creation, researching new investment areas, manager research, due diligence, and monitoring.
- Attend meetings with new and existing managers and take notes in calls / meetings attended.
- Take part in industry events.
- Assist in public security quarterly and annual portfolio monitoring. This includes providing qualitative analysis of the data and liaising with the operations team to validate accuracy, formatting, etc.
- Create models to monitor asset classes.
- Assist in creating Investment Committee materials and participate in meetings.
- Maintain records of manager interactions.
- Support Chief Investment Officer as needed in preparing presentations on various aspects of the portfolios, reconciling data, and ensuring the accuracy of all information presented.
- Participate in ad hoc projects as needed.
Qualifications and Experience :
Requirements :
