This Analyst position incorporates elements of investment research, portfolio management and business development at a fast growing, ambitious multifamily office. The firm oversees ~$2 billion in assets for family offices and institutions. The position entails working directly with members of the account management and investment teams including the firm’s CIO and CEO.
Account Management – Serve as a client services executive for portfolio management. Help place, execute and reconcile trades utilizing the firm’s internal performance tracking system.
Investor reporting – Utilize CAP’s proprietary reporting system to prepare monthly and/or quarterly reporting packages for existing clients; prepare ad hoc reports for existing or prospective clients as needed.
Investment research – Covering traditional and alternative fund managers as well as liquid market instruments, including mutual funds, index funds, and ETFs. Working directly with the research team to make investment recommendations. Develop and maintain a database that tracks asset allocation, fund performance and vehicle selection over time.
This is a full-time paid position with full benefits commencing in June/July 2023.