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Investments Analyst

Jobtailor

Support analytical reporting for Public and Private Markets portfolios, including performance, attribution, characteristics, and cash flows at portfolio and fund levels Monitor global economic, political, and investment trends and contribute insights to staff discussions and asset class reviews Support new and additional fund commitments by preparing subscription documents and letters of direction to banking partners Follow procedures for Public and Private Markets documentation, due diligence, and record retention Collaborate within a team environment and report to the Managing Director of Investments Work a hybrid schedule, currently Tuesday–Thursday on-site with optional remote work Mondays and Fridays Requirements Bachelor's degree or higher in Finance, Accounting, or a related field 3+ years of experience in a Finance, Accounting, Business or related role 3+ years of experience in both quantitative and qualitative analysis 3+ years of experience using Microsoft Word, Excel and PowerPoint Experience managing multiple projects simultaneously, prioritizing tasks, and meeting deadlines in a fast-paced environment Experience in a role which required strong interpersonal and communication skills Successful candidates must satisfy the Company’s Conflict of Interest (COI) assessment process U.S. Person required to meet U.S. export control compliance requirements Employer will not sponsor applicants for employment visa status Core Competencies Demonstrates expertise in analytical reporting for Public and Private Markets, with strong capabilities in quantitative and qualitative analysis. Proficient in managing multiple projects and collaborating effectively within a team environment while adhering to compliance requirements. Highest-signal resume keywords Analytical Reporting Quantitative Analysis Qualitative Analysis Microsoft Excel Project Management Hard Skills Performance Attribution Cash Flow Analysis Financial Analysis Due Diligence Record Retention Soft Skills Interpersonal Skills Communication Skills Team Collaboration Task Prioritization Deadline Management Industry Keywords Public Markets Private Markets Conflict of Interest U.S. Export Control Compliance Tools & Technologies Microsoft Word Microsoft PowerPoint #J-18808-Ljbffr Jobtailor

Vacancy posted 5 days ago
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