About the Firm

We are a privately owned investment advisory organization serving institutions, foundations, endowments, and multigenerational families. Our approach combines strategic portfolio design with extensive due diligence, manager sourcing, and risk oversight to create highly diversified investment programs across traditional and alternative asset classes.

Rather than relying on a single investment style, we utilize a flexible research-driven framework that evaluates opportunities across global equity markets, fixed income, private investments, credit strategies, real assets, hedge funds, venture investments, and select direct investment opportunities. By leveraging a broad network of external investment specialists and industry relationships, we seek to build portfolios positioned to weather changing market environments and deliver long-term growth.

Our culture emphasizes independent thinking, accountability, and continuous learning. Team members are encouraged to challenge assumptions, explore new investment ideas, and contribute across multiple areas of the investment process. From manager research and portfolio analysis to reporting and investment operations, collaboration plays a central role in how we serve clients and make decisions.

Key Responsibilities

Portfolio Data Management & Investment Analysis

• Oversee the integrity and organization of investment-related data across both liquid and illiquid strategies.
• Maintain accurate records of portfolio positions, manager allocations, performance results, benchmarks, cash flows, and investment characteristics.
• Collect and reconcile information from custodians, fund managers, administrators, and various reporting platforms.
• Generate analytical reports measuring portfolio composition, diversification, geographic exposure, liquidity profiles, and risk metrics.
• Assist with attribution analysis, performance measurement, and comparative benchmarking initiatives.
• Support investment professionals through quantitative research, screening exercises, and data-driven projects.

Reporting & Presentation Support

• Produce recurring client reports and internal investment materials on a monthly, quarterly, and annual basis.
• Design clear and visually compelling charts, scorecards, dashboards, and presentation exhibits.
• Contribute to portfolio review materials, market summaries, and investment updates.
• Respond to custom analysis requests from senior investment and executive leadership teams.

Systems, Automation & Operational Enhancement

• Improve reporting workflows through technology-driven solutions utilizing Excel, Power BI, SQL, Python, AI-enabled applications, and automation tools.
• Develop monitoring dashboards that enhance portfolio oversight and decision-making capabilities.
• Identify operational inefficiencies and implement process improvements to reduce manual tasks.
• Assist with the maintenance and organization of research resources, documentation libraries, and internal knowledge-sharing systems.

Candidate Profile

• 2-5 years of experience within investment operations, portfolio analytics, institutional consulting, wealth management, OCIO platforms, family offices, asset management firms, or similar financial organizations.
• Strong analytical mindset with the ability to work comfortably with large datasets and complex information.
• Hands-on experience with investment performance measurement, portfolio reporting, and benchmark analysis.
• Advanced proficiency in Microsoft Excel and financial data manipulation.
• Ability to create polished client-facing presentations and reporting materials.
• Excellent organizational skills with the ability to manage competing priorities and deadlines.
• Demonstrated interest in capital markets, portfolio construction, and investment research.
• Effective written and verbal communication skills.
• Team-oriented approach coupled with high ethical standards and professional maturity.

Desired Experience

• Exposure to multi-asset investment portfolios, including both traditional and alternative asset classes.
• Familiarity with industry platforms such as Bloomberg, FactSet, Morningstar Direct, eVestment, Burgiss, Preqin, Addepar, or similar reporting and analytics systems.
• Experience utilizing modern AI and productivity technologies to streamline workflows, improve reporting accuracy, and enhance operational efficiency.

What This Opportunity Offers

• Broad exposure to public and private market investments, including equities, fixed income, private equity, venture capital, private credit, hedge funds, and real assets.
• Close interaction with seasoned investment professionals involved in manager selection, portfolio construction, and investment oversight.
• Hands-on experience building sophisticated reporting and analytics used in real-world investment decision-making.
• Opportunities to implement automation initiatives and influence technology improvements across the investment platform.
• A collaborative, growth-oriented environment that encourages innovation and professional development.
• Meaningful involvement in supporting and scaling a sophisticated investment organization with a long-term focus