Dallas-Forth Worth, TX
Our client, a boutique multi-family office, is seeking an experienced investment analyst to join their Research and Portfolio Construction team. In this role, you will be responsible for providing support to the investment team through model building, managing data/ analytics, and tracking investment pipeline/ performance. If you are investment focused, and want to work in a fast - paced environment, this role is for you! Located in Uptown, Dallas - you would have the opportunity to operate on a hybrid model.
-Assisting with Due Diligence and Data Room Analysis
-Creating and Maintaining Investment Models
-Investment Manager Updates and Reports
-Drafting Investment Update Letters
-Maintaining Accuracy of Data
-Tracking Investment Pipeline and Performance
-Organizing and Maintaining Meeting Notes
-Bachelor's degree in Business, Finance or a related field
-3 years of experience in investment management or a related field
-Proficiency in Excel, data manipulation, coding, model building
-Excellent written and verbal communication skills
-Strong attention to detail
-Experience with Addepar & some knowledge of private investments preferred
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