Investment Associate - Family Office

Job description

· Our client is a family office managing over $5bn across investments in private equity, venture capital, fixed income and public equities. They are looking for an investment associate.

Responsibilities

• Assist in managing a diversified investment portfolio spanning public equities, fixed income, VC, PE, and allocating capital to other managers

• Conduct financial modeling, competitive benchmarking, and market research on potential investments, particularly media and tech direct deals

• Monitor existing positions, including monthly reporting, trust oversight, and portfolio reviews

• Coordinate with internal teams (accounting, legal, tax) and support external communications with GPs, managers, and co-investors

• Support fund due diligence and manager selection processes (especially in private equity and venture capital)

• Take on ad hoc research and special projects as needed

Qualifications

· 2-5 years of total work experience within an investment bank, private equity or venture capital

· Experience with alternatives investing beneficial or strategy beneficial

· Strong quantitative skills, modeling with proficiency with Excel

· Bachelor’s degree from a top-tier institution

· Demonstrated professional and academic achievement

· Energetic, self-motivated, self-starter who thrives on challenge in a dynamic environment