Family Office Investment Analyst
About:
Miami-based, multi-generational family office foucsed on long-term capital preservation and growth. Their investment mandate centers on public equities with a disciplined, research-driven approach and the flexibility to pursue high-conviction opportunities globally.
Position Overview:
- Conduct deep fundamental research on companies across a range of sectors, including financial modeling, valuation analysis, and competitive landscape assessments.
- Monitor existing portfolio holdings, track key developments, and update financial models and thesis materials.
- Prepare investment memos, pitch materials, and ongoing reporting to support decision‑making.
- Gather and analyze industry data, earnings transcripts, regulatory filings, and research publications.
- Assist in idea generation and help build a pipeline of potential public equity investments.
- Participate in meetings with management teams, research providers, and industry experts.
- Contribute to ongoing improvements in research processes, data organization, and portfolio analytics.
Qualifications:
- Bachelor's degree in finance, economics, accounting, engineering, or a related field.
- 2-4 years of experience in equity research, investment banking or asset management.
- Strong financial modeling skills and deep familiarity with valuation methodologies.
- Excellent analytical and problem‑solving abilities, with attention to detail and intellectual rigor.
- Strong communication skills-able to synthesize complex information clearly and concisely.
- Self‑starter who thrives in a lean, entrepreneurial environment with high ownership.
- Passion for investing and a demonstrated interest in public markets.
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