JOB DESCRIPTION

The Investment Analyst will assist in the identification, evaluation, and monitoring of hedge fund and traditional investment portfolios. You will interact daily with all employees and partners of the firm, but will report directly to the partner in charge of marketable securities. Candidates must be innately curious and have a strong interest in investing.

Substantial time and effort will be spent developing and updating information to be shared with and relied on by clients. You will also be exposed to and help evaluate a variety of investment opportunities. The investment aspects of the position are global in nature and will initially be focused on opportunities in securities accessed via hedge funds, traditional equities and credit markets but will have exposure to private partnerships including buyout funds, venture capital, private real assets, etc. We have a well defined value investment philosophy that all employees learn and apply. Our culture is focused on results, but we have a great deal of patience for individuals who have the ability, talent, and desire to succeed. Our patience is borne out of our focus on creating long-term value for our clients. We believe our culture is unique, fosters individual development, and provides a platform for compounding our clients’ capital. The position is initially a three year commitment, though potential exists for success-based career advancement. The successful Investment Analyst will thrive under a setting that offers specific accountability and rewards self-driven success.