Analyst
Company Overview:
A real estate investment firm specalising in multi-family assets. Over $2.5B in AUM, the firm has a significant track record that provides investment opportunities built on investment performance, significant principal alignment, tax eficency, and long-term compounding.
Position Overview:
The firm is looking to bring on an Analyst to the team that is self-directed, and a versitle Analyst that will report directly to the CEO. This role is hybrid across financial analysis, research, and project management across a diverse set of domains. The ideal candidate will be able to thrive in a fast-paced environemnt and is looking for responsibility/growth opportunities.
Responsibilities:
- Manage and monitor public stock portfolios, including performance tracking and rebalancing recommendations
- Ad hoc projects
- Maintain and updae personal financial statements and related documentation
- Analyze trust loan structures and opportunities.
- Conduct due tilligence on new businesses and investment opportunities
- Coordinate wtih external advisors and internal stakeholders to drive product execution.
- Assist in evaluating acquisition opportunities.
- Provide analytical support for businesses where the CEO serves on the board.
Qualifications:
- Bachelor degree from an accredited university within Finance, Economics, or related field.
- Exceptional financial modeling and analytical skills.
- Experience in investment analysis, corporate finance, or family office operations
- Strong project management and multitasking abilities
- Familiarity with trust structures, insurance, and alternative investments is a plus.
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