What are the responsibilities and job description for the Senior Associate, Investment Research position at Provenio Capital?
Job Description : Senior Associate, Investment Research
About Provenio Capital
Provenio Capital is based in Newport Beach, California and is a registered investment advisor specializing in institutional quality alternative investments. As a boutique investment firm, we serve a limited number of high-net-worth individuals, family offices and private foundations. By partnering with Provenio, our clients benefit from direct access to alternative strategies not generally available to traditional allocators. We offer bespoke alternative investment solutions by concentrating on managers with an edge in niche markets, thus providing differentiated sources of returns to complement a client’s broader portfolio.
Roles & Responsibilities
Investment Research & Due Diligence
- Conduct in-depth due diligence on private market opportunities, including private equity, private credit, real assets / real estate, and hedge funds.
- Evaluate fund investments, co-investments, and secondary opportunities using both qualitative and quantitative methods.
- Help develop and maintain proprietary analytical models to assess investments and optimize portfolio construction.
- Prepare and present investment committee materials, including memos, performance analyses, and strategic reviews.
- Monitor and analyze ongoing investments, providing timely updates on performance, strategy, and industry trends.
Portfolio Management & Strategy
Industry Engagement & Reporting
Skills & Qualifications
Education : Bachelor’s degree required, preferably in finance, economics, or a related field. Advanced certifications (CFA, CAIA) or progress toward them are highly desirable.
Experience :
Technical Skills : Strong proficiency in Microsoft Excel, PowerPoint, and analytical tools (e.g., PitchBook).
Competencies :
Values : Demonstrates integrity, professionalism, and a commitment to excellence.
Reports to : Senior Vice President of Investments / COO
Supervisory Responsibility : This position has no supervisory responsibilities.
Position Type and Expected Hours of Work : This is a full-time, in-office position. Days and hours of work are Monday through Friday, 8 : 30am to 5pm. Remote flexibility may be available on Fridays.
Benefits : This position offers a competitive salary, comprehensive health insurance options, a generous PTO policy, and a 401(k) plan with employer contributions.
Equal Employment Opportunity : Provenio Capital is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.