The Investment Analyst is the primary analytical and operational partner to the Director of Investments, supporting the full investment lifecycle across a complex, multi-asset, multi-entity portfolio.
This foundational role strengthens governance through independent analysis, expands operational capacity through ownership of reporting and fund administration, and builds institutional continuity.
Initially, the role is execution-heavy, focused on private fund operations, reporting, data integrity, and infrastructure but is intentionally designed to evolve toward deeper investment analysis and governance support as operational efficiency improves.
A core expectation is the active use of AI and automation to streamline workflows, reduce manual effort, and accelerate the shift from production to analytical and strategic work.
The Investment Analyst plays a direct role in advancing portfolio diversification beyond concentrated real estate holdings by supporting research, manager evaluation, and investment committee materials.

Requirements

3–7 years’ experience in institutional investing, wealth management, or a family office environment
Multi‑asset class investment knowledge across public and private markets
Hands‑on experience with private fund operations and investment reporting
Strong analytical, performance measurement, and attribution skills
Advanced Excel and PowerPoint proficiency
Demonstrated, practical use of AI tools to accelerate professional workflows
Excellent written and verbal communication skills
Bachelor’s degree in Finance, Economics, Accounting, or related field
A fiduciary mindset grounded in stewardship, discretion, and long‑term thinking
Preferred Qualifications: CFA or CAIA designation (or progress toward one)
Experience with portfolio analytics platforms (e.g., Addepar or similar)
Familiarity with private fund automation tools (e.g., Canoe or equivalents)
Experience in multi‑entity investment structures
Exposure to Python, SQL, or automation-enhancing tools

Benefits

Broad, deep exposure to an institutional‑scale investment portfolio
Direct access to Investment Committee members and family principals
Meaningful ownership and real influence over investment processes
A mandate to build and shape an AI‑enabled investment function
Competitive compensation and professional development support
A values‑driven culture rooted in stewardship, trust, and long‑term growth
The opportunity to do work that truly matters — for people and communities, today and for generations to come

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

investment analysisprivate fund operationsinvestment reportingperformance measurementattribution skillsExcelPowerPointPythonSQLportfolio analytics

Soft Skills

analytical skillscommunication skillsfiduciary mindsetstewardshipdiscretionlong-term thinking

Certifications

CFACAIA