Investment Analyst - Single Family Office - Boston, MA

Boston based Private Family Office seeks Investment Analyst to join their growing US based investment team.

Client Details

My client is a Private Single-Family Office with a strong (25 year) pedigree and impressive track record. They have in excess of $6B AUM. They have ambitious growth plans in the coming years and as part of their longer-term strategy and to compliment their existing investment team, the need for a strong investment Analyst has arisen.

They have exclusively retained Tom Smith at Page Executive in Boston to appoint their next Investment Analyst level hire.

Description

Reporting into the CEO, the Investment Analyst is responsible for providing analytical support to the senior leadership and wider team. The Analyst's primary responsibilities include due diligence, analysis and sourcing of investment opportunities, focusing largely on entertainment, technology, energy, oil & gas and real estate investments. The Analyst also assists in conducting capital market, industry and asset class research and due diligence. Main duties and responsibilities will include the following:

• Prepare financial models (LBO etc.) for the team across industries and sectors to support mandate processes
• Analyze financial data to build financial models, review direct equity investments
• Synthesize and articulate inputs required for investment theses
• Handle initial screening of private investments and due diligence process; summarize investment opportunities for senior leadership
• Market/industry research (read reports, interview experts, attend conferences)
• Investment analysis (management meetings, financial models, investment memos)
• Investment execution (term sheets, due diligence, transaction documents)
• Portfolio monitoring (board meetings, quarterly letters)
• Manage and evaluate current investment portfolio.
• Recommend future investments
• Compose and deliver quarterly sector research reports for external distribution

Please note that this is not a remote opportunity and a presence in the office in Downtown Boston (with a small amount of flexibility) is required.

This role is exclusive and retained to Michael Page Boston. Apply today for immediate consideration!

Profile

In return for a competitive remuneration package, you will possess the following:

• Bachelor's Degree required - essential
• 2 years of relevant investment banking experience - essential
• Strong LBO experience - essential
• Understanding of complex financial modeling - essential
• Ability to work from Downtown Boston on a daily basis. Limited flexibility is available, but the role is mainly in-office (Financial District) - essential

Job Offer

• $ 120,000 to $ 130,000 base salary
• Performance related annual bonus scheme (70% bonus)
• Excellent company benefits
• Opportunity to be part of the inner workings of a well-established Single Family Office.
  

Desired Skills and Experience

- Bachelor's Degree required - essential
- 2 years of relevant investment banking experience - essential
- Strong LBO experience - essential
- Understanding of complex financial modeling - essential
- Ability to work from Downtown Boston on a daily basis. Limited flexibility is available, but the role is mainly in-office (Financial District) - essential

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.