Senior Investment Associate
coda searchNew York, NY
Senior Investment Associate
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
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.
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Level
Senior L5
Location
New York, NY
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
today