Investment Analyst

Organization

Established in 2009, the Nashville-area single-family office manages investment portfolios on behalf of the family and its private family foundation. Focused on investments across public and private markets, the firm leverages its financial strength, flexibility, and long-term investment horizon to pursue attractive opportunities across asset classes. The investment team operates in a collaborative, high-accountability environment with a focus on disciplined underwriting, thoughtful portfolio construction, and long-term capital compounding.

Role Description

The

Private Markets Investment Analyst

role is designed as a high‑responsibility apprenticeship within the private markets team. The position provides exposure to the full investment lifecycle, including:

• Initial screening and pipeline management
• Diligence and underwriting
• Preparation of Investment Committee materials
• Portfolio monitoring and reporting
• Market research and thematic work

The role involves working closely with leadership in a lean, in-house investment management environment with exposure to all aspects of the investment process and emphasizes

analytical rigor, investment judgment development, and clear written communication.

This is a

full-time remote

role for an Investment Analyst.

Preference will be given, however, to applicants located in Nashville, TN. or Miami, FL.

.

Responsibilities

• Screen and evaluate new investment opportunities across buyout, growth equity, venture capital, private credit and real estate.

• Participate in meetings with investment managers, supporting diligence and opportunity evaluation.

• Prepare Investment Committee materials and support analyses.

• Monitor existing investments, capital call requirements, and review manager reporting.

• Conduct market research and track relevant industry and economic trends.

• Maintain internal models and investment-related software.

Qualifications

• 1-3 years of relevant experience (ex. investment banking, private equity, venture capital, institutional investing, consulting, accounting, transaction advisory, corporate development etc.).

• Strong analytical and quantitative skills.

• Excellent written and verbal communication skills.

• High attention to detail and strong organizational ability.

• Proficiency in Microsoft Office.

• Familiarity with AI tools and their application in research and workflow efficiency.

Additional Characteristics

• Demonstrates sound judgment and a strong commitment to ethics, integrity, and professionalism.

• Intellectual curiosity and interest in private markets investing.

• Self-starter with a strong work ethic and a high degree of accountability.

• Ability to synthesize complex information into clear, structured outputs.

• Comfortable operating in a lean, high-expectation environment.

Career Progression -

The Analyst is expected to become a productive contributor over a 2–3 year period, building a strong foundation in private markets investing. While select individuals may grow into expanded responsibilities, the role is intentionally structured as a career‑accelerating training ground, with many alumni pursuing opportunities in private equity, growth equity, venture capital, or top MBA programs.