Investment Associate, Family Office

Rare Buy-Side Opportunity

This is a rare and exceptional opportunity to secure a buy-side role within a prestigious Family Office (SFO).

We are seeking a highly motivated and meticulous investment professional ready to take ownership of critical reporting, oversight, and due diligence functions within our client's firm. This role offers unmatched exposure to a diversified, multi-asset class investment portfolio and allows you to contribute directly to the strategic investment process. If you thrive on independent work, possess strong analytical skills, and are an excellent team player, we want to hear from you.

Key Responsibilities

You will be integral to the smooth operation and oversight of the investment portfolio, with responsibilities including:

• Performance Monitoring & Reporting: Prepare accurate monthly performance reports and take full ownership of the month-end Treasury and Investment Report, detailing activities across corporate, trust, and personal investment portfolios.
• Operational Management: Assist in managing the family office's core investment system to ensure data accuracy and efficient operations.
• Research & Due Diligence: Conduct detailed analysis and review of existing portfolio holdings. Generate investment ideas, perform market research, and conduct due diligence on fund managers and new investment opportunities.
• Documentation & Compliance: Summarize key takeaways from external calls and meetings. Analyze and review subscription and investment documents for accuracy and compliance.

What We Are Looking For

• The ideal candidate is an initiative-taker with a solid foundation in finance and a keen eye for detail.
• Experience: Approximately 1 year of professional experience in wealth management, asset management, or a related field.
• Asset Class Knowledge: Solid foundational understanding of at least two core asset classes (e.g., Fixed Income, Mutual Funds, Equities, Derivatives).
• Education/Credentials: A relevant Degree is required. Progress towards or completion of the CFA or an MBA is highly desirable.
• Technical Proficiency: Strong proficiency in Microsoft Excel and Word; proven ability to effectively manage, analyze, and present complex financial data.
• Soft Skills: Must be able to work independently, accurately interpret complex directions, and consistently demonstrate a positive, value-add contribution to the team and the SFO.

Why Join This Premier Buy-Side Team?

This role offers a unique chance to work closely with senior leadership in a focused, high-impact environment. You will be exposed to a breadth of investment strategies, gain hands-on experience in the critical processes that underpin successful wealth management, and join an exclusive and growing buy-side team that values both rigor and a collaborative spirit.

If you are ready to apply your technical skills and proactive attitude to a role that demands both precision and insight, please submit your resume here.