What are the responsibilities and job description for the Investment Analyst position at Trog Hawley Capital?
Company Description
Established in 2012, the Company is a single-family office in West Palm Beach, Florida. We focus on finding companies led by exceptional founders and management teams and supporting them with capital and strategic involvement. Our team consists of serial entrepreneurs, operators, and investment professionals that have founded and built companies valued at over $1 billion combined, in addition to successfully investing across various industries. We invest with a long-term focus, aligning with founders and allowing them to deliver on their vision. We are stage agnostic, investing in seed to pre-IPO companies across verticals including big data, cyber security, ecommerce, energy infrastructure, enterprise, fintech, gaming/esports, and healthtech.
Position Summary
The Analyst will prepare various management reports, assist in evaluation and analysis of financial information, and support the day-to-day administrative activities of the Company. The Analyst will report to the Chief Investment Officer, who will assist in training and provide ongoing support and supervision.
Job Requirements
- No more than three years of work experience following completion of undergraduate program
- Bachelor’s degree in Finance or Accounting (or other business-aligned field of study)
- Detail orientation with an aptitude for accuracy, timeliness, and quality of work
- Advanced MS Excel skills (vlookup, pivot tables, advanced formulas, keyboard shortcuts, etc.)
- Strong MS Office proficiency (Word, PowerPoint, Outlook)
- Ability to assume broad responsibilities across multiple business lines
- Strong planning and communication skills
- Ability to work independently and on multiple assignments simultaneously
Major Responsibilities
- Daily maintenance of third-party investment reporting system
- Weekly, monthly, and quarterly private investment updates
- Monitoring portfolio positions and placing trades with approval of Portfolio Manager
- Preparation of quarterly investment materials to be distributed to investors
- Assist in the research and evaluation of both public and private investment opportunities
- Preparation of equity research reports
- Financial modeling and market research for private investments
- Independent investment idea generation
- Ad hoc reporting and analysis as required by management
Compensation
Competitive compensation, commensurate with experience and skillset. Generous benefits package includes medical, dental, and vision along with FSA, 16 days PTO, and 401(k) plan with matching contributions.