Investment Analyst for Prestigious Family Office

Our client, a prestigious family office, is looking for an investment analyst to join their team. This role provides significant exposure to private markets investing, with a focus on evaluating and executing fund and co-investment opportunities across private equity, venture capital, credit, and real estate. The Analyst will work on deal execution, portfolio analysis, and financial reporting.

KEY RESPONSIBILITIES

Investment Diligence

• Support the evaluation of fund and co-investment opportunities across private equity, venture capital, credit, and real estate.
• Conduct qualitative and quantitative assessments of GPs, including strategy evaluation, track record analysis, and underwriting models.
• Build and maintain underwriting models and analyses.
• Participate in GP meetings and diligence calls.
• Assist in preparing investment committee materials.
• Support CRM maintenance and data hygiene.

Portfolio Monitoring \& Financial Reporting

• Maintain portfolio performance models and reporting including ongoing data hygiene and automation.
• Review GP quarterly reports, financial statements, and capital account statements.
• Support internal cash flow analysis.
• Support ad-hoc strategic projects, research assignments, and participation in industry events.

QUALIFICATIONS/EXPERIENCE

• 2–4 years of experience in investment banking, private equity, venture capital, fund-of-funds, asset management, or transaction advisory with strong financial analysis exposure.
• Strong Excel proficiency with financial modeling experience.
• Familiarity with Salesforce or similar CRM/pipeline tools.
• Interest in private markets and a desire for broad asset class exposure in a lean, high-responsibility environment.
• Self-starter with strong attention to detail and the ability to manage multiple workstreams.