Investment Analyst - Private Family Office - Boston, MA

The Investment Analyst position at a Private Family Office in Boston, MA involves providing analytical support directly to the CEO. Responsibilities include due diligence, financial modeling, investment analysis, and portfolio monitoring across various sectors. Candidates must have a Bachelor's degree and at least 2 years of investment banking experience. This role requires a presence in the office, with limited flexibility.
• Multi-Billion $ Single Family Office based in Boston, MA
• Reporting directly into the CEO of the US

About Our Client

My client is a Private Single-Family Office with a strong (25 year) pedigree and impressive track record. They have in excess of $6B AUM. They have ambitious growth plans in the coming years and as part of their longer-term strategy and to compliment their existing investment team, the need for a strong investment Analyst has arisen.
They have exclusively retained Tom Smith at Page Executive in Boston to appoint their next Investment Analyst hire.

Job Description

Reporting into the CEO, the Investment Analyst is responsible for providing analytical support to the senior leadership and wider team. The Analyst's primary responsibilities include due diligence, analysis and sourcing of investment opportunities, focusing largely on entertainment, technology, energy, oil & gas and real estate investments. The Analyst also assists in conducting capital market, industry and asset class research and due diligence. Main duties and responsibilities will include the following:
• Prepare financial models (LBO etc.) for the team across industries and sectors to support mandate processes
• Analyze financial data to build financial models, review direct equity investments
• Synthesize and articulate inputs required for investment theses
• Handle initial screening of private investments and due diligence process; summarize investment opportunities for senior leadership
• Market/industry research (read reports, interview experts, attend conferences)
• Investment analysis (management meetings, financial models, investment memos)
• Investment execution (term sheets, due diligence, transaction documents)
• Portfolio monitoring (board meetings, quarterly letters)
• Manage and evaluate current investment portfolio.
• Recommend future investments
• Compose and deliver quarterly sector research reports for external distribution

Please note that this is not a remote opportunity and a presence in the office in Downtown Boston (with a small amount of flexibility) is required.
This Investment Analyst role is exclusive and retained to Michael Page Boston. Apply today for immediate consideration!

The Successful Applicant

In return for a competitive remuneration package, you will possess the following:
• Bachelor's Degree required - essential
• 2+ years of relevant investment banking experience - essential
• Strong LBO experience - essential
• Understanding of complex financial modeling - essential
• Ability to work from Downtown Boston on a daily basis. Limited flexibility is available, but the role is mainly in-office (Financial District) - essential

What's on Offer
• Competitive base salary
• Performance related annual bonus scheme
• Excellent company benefits
• Opportunity to be part of the inner workings of a well-established Private Family Office.
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