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LA Family Office Investment Analyst

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Glocap

2021-12-03 08:50:22

Job location Los Angeles, California, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

POSITION: Investment Analyst - Family Office


LOCATION: Los Angeles


The Investment Analyst is responsible for assisting the Alternative Investment team in making and managing direct and indirect private equity, private debt and venture capital investment decisions across various sectors. This position supports the deal team in monitoring the Alternative Investment portfolio, generating quarterly reports, underwriting investment opportunities, preparing transaction materials presented to the Investment Committee, and assisting with transaction execution.


Principal Responsibilities:

  • Identifies and understands the interests and investment criteria of the Alternative Investment platform and assists in initial screening of new opportunities.
  • Assists with due diligence process by developing analyses, opinions, questions, and recommendations in support of diligence calls and meetings.
  • Works with deal team to develop transaction materials including investment memoranda, drafting summary investment emails and reports.
  • Able to analyze various business models, understanding products, competitive landscape, industry dynamics, financial statements/models/projections.
  • Generates monthly and quarterly reports of investment values, performance, updates, and trends and presents to deal team, as needed. Tracks key investment documents and records/reconciles portfolio cash flows.
  • Monitors current industry developments, underlying trends that affect the equity/debt capital markets.
  • Manages deal pipeline and generates weekly pipeline report for Senior Members.
  • Generates internal reports for accounting and finance departments, including cash flow forecasts and tax-related documentation.


Qualifications:

- 1-3 years of experience in finance/financial services/investment management/consulting

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