Investment Analyst

JOHNSON FINANCIAL GROUP:

We are a Family Office and Wealth Management firm that started as a private investment company for our founding family. With over 40 years of experience as a single-family office, we understand the responsibility, complexities and opportunities that come with success. Our clients are in a unique position to leverage the collective wisdom, networks, and experiences of all of the families that have joined forces with JFG.

All team members at Johnson Financial Group LLC are expected to act as compelling representatives of the Company and champions of our Mission & Values.

GENERAL SUMMARY:

The Company is looking to expand its Investments Team with a full-time Investment Analyst position. This position will support a team of portfolio managers responsible for conducting private market investment/manager due diligence, constructing client portfolios, and portfolio monitoring. Additional duties may include public market research, database management, and client communications.

ROLE OVERVIEW:

Primary Duties and Responsibilities:

-         Assist with investment due diligence, including private equity, private credit, private real assets, and public

markets

-         Conduct asset class and market research to support investment initiatives 

-         Independently maintain a broad range of data

-         Manage ongoing client communications to showcase market research, thought leadership, and maintain

connectivity with the investment team at Johnson Financial Group

-         Build portfolios with an emphasis on identifying and managing overall risk and client outcomes

-         Review and analyze research reports from investment managers, data providers, and consultants

-         Ensure effective communications with private capital managers

-         Gather and analyze research on various managers and investment strategies

-         Assist the investment team in development of client investment policies and recommendations

-         Prepare various in-depth reports and analyses

-         Participate in Investment Committee meetings and prepare presentations on specific investment opportunities

-         Communicate with clients regarding investment opportunities, market updates and portfolio performance

-         Be a part of a team that emphasizes cooperation, teamwork and effective communication

Qualifications:

-         Undergraduate degree or equivalent in Finance, Business, Economics, or related field

-         Basic knowledge of investments, investment structures, asset classes, portfolio construction, financial markets,

macroeconomics, due diligence practices, investment monitoring, valuation techniques and fund legal

documentation

-         Excellent verbal and written communication skills with ability to interact with colleagues, the Investment

Committee, and clients

-         Strong time management and organizational skills

-         Ability to work as a “self-starter” with minimal supervision

-         Strong quantitative/analytical aptitude

-         Creative thinking and problem-solving skills

-         Familiarity with risk analytics and evaluation tools

-         Commitment to teamwork and culture of excellence

-         Strong work ethic and attention to detail

-         Proficiency with Microsoft office Suite (Word, Excel, PowerPoint, etc.)

-         Series 65 or equivalent preferred

COMPENSATION:

Base Salary Range: $68,000 - $98,000

APPLICATION DEADLINE:  

January 31, 2025