Investment Analyst

Who We Are

The Carson Family Office (CFO) invests in Conscious Leaders with world-changing ideas. We focus our capital to elevate teams with big visions and the talent to execute. We structure our investments to deeply align values with incentives for impact.

Carson Family Office supports the Carson family in executing its philanthropic goals, managing its portfolio of assets, and organizing its estate for infinite impact.

We are made up of mission-aligned people who have one thing in common; purpose.

We believe success is about more than accumulation and that money is an exponential resource; we create space for conscious leaders to expand; we are an integrated team that leverages systems, policy and process; we take conscious control of the affairs of the family; and we simplify complexity, executing with discipline.

Who We Want
We're seeking an experienced investment analyst to join our team. As an investment analyst, you will conduct thorough investment research, analyze market trends, and provide critical data to assist in investment decision-making for new and existing holdings. The ideal candidate possesses strong analytical skills, a deep understanding of financial markets, and the ability to provide insightful recommendations to drive the financial growth process.

What To Expect

Investment Research & Analysis:

• Conduct in-depth research and financial analysis on potential investment opportunities across various asset classes (e.g., public equities, private equity, real estate, hedge funds, venture capital, private credit).
• Develop and maintain financial models to evaluate investment performance, risk, and return potential.
• Prepare comprehensive investment memos and presentations summarizing research findings and investment recommendations.
• Monitor existing portfolio investments, track performance, and prepare periodic performance reports.

Portfolio Management Support:

• Assist in portfolio construction, rebalancing, and risk management activities.
• Conduct due diligence on potential investment managers and conduct manager reviews.
• Participate in investment committee meetings and contribute to investment decision-making.
• Strategic Planning & Growth:

• Contribute to the development and implementation of the Family Office's long-term investment strategy.
• Identify and explore new investment opportunities and asset classes.
• Assist in developing and implementing strategies for portfolio growth and diversification.

Administrative Support:

• Maintain accurate and up-to-date investment records and documentation.
• Assist with the preparation of various financial reports.
• Manage and maintain investment databases.

What You Need

• Bachelor's degree in Finance, Economics, or a related field.
• Minimum 2 years of relevant investment experience within a family office, investment management firm, or relevant financial institution.
• Strong analytical and quantitative skills with proficiency in financial modeling and data analysis.
• Excellent research, writing, and presentation skills.
• Proficiency in Microsoft Excel, PowerPoint, and financial data analysis tools.
• Strong work ethic, attention to detail, and the ability to work independently and as part of a team.
• Demonstrated facility in managing multiple projects simultaneously in a fast-paced, entrepreneurial setting.
• Committed to communicating with clarity and professionalism with teammates, vendors, members, and others.
• Comfortable using all available channels to ensure that the goals and realities of all projects are constantly and clearly communicated to all stakeholders.
• Committed to process and product improvement through constructive and productive dialog.
• Demonstrated facility in building, managing, and interpreting complex datasets.
• Demonstrated ability in synthesizing data for consumption via PowerPoint and/or written reports.
• Flexibility and aptitude to move from strategic to tactical and from partnership to independence frequently, while maintaining effective team dynamics.

Preferred Qualifications:

• CFA, CAIA, or other relevant professional designations.
• Experience with alternative investments (e.g., private equity, venture capital, real estate).
• Familiarity with portfolio management software (Addepar) and data analytics platforms.

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson Family Office strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.