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Senior Investment Associate

Coda Search│Staffing

  • Investment Research: Source, evaluate, and lead execution on opportunities across asset classes, strategies, sectors, and geographies.
  • Due Diligence: Conduct qualitative and quantitative diligence on managers, co-investments and thematic opportunities. Ideally, more investing in funds and less direct investing.
  • Analytics & Modeling: Build financial models, performance analyses and investment framework.
  • Board & Management Reporting: prepare investment memoranda for the board, CIO, and senior stakeholders.

Qualifications:

  • 6-10 years investment experience at family offices, endowments, foundations, or asset managers.
  • Strong quantitative and qualitative analysis.
  • MBA, CFA, highly preferred
Vacancy posted 3 days ago
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