Investment Analyst/VP, Finance

Investment Analyst/VP, Finance

Single Family Office (SFO)

Chatham, NJ (on site role)

Compensation: $150k-250k doe plus bonus

Requires: 7-plus years’ experience in ultra-high net worth investment environment (SFO, MFO, RIA, or wealth management) and knowledge of public equity investments, direct portfolio management for long-term growth (no manager allocation); investment research & fundamental analysis, financial modeling, tax and estate planning. Advanced degree or professional certification: MBA, CPA, CFA, CFP.

Our client is a well-established Single Family Office (SFO) administering the investments and financial interests of multigenerational family members.

Responsibilities of the Investment Analyst/VP, Finance:

· Assist senior executives in management of client portfolios

· Track, report, benchmark, and evaluate asset performance

· Build and supplement investment procedures to improve efficient management and monitoring of portfolio

· Analyze and monitor asset allocation to ensure alignment with portfolio priorities

· Generate and maintain list of potential public equity investments through fundamental analysis and financial modeling

· Prepare memos, reports, summaries, and visual aids for senior executives and clients

· Compile and internally distribute summaries of relevant market news and projections

· Identify investment themes or market changes as potential opportunity or risk

· Speak with and advise ultra-high-net-worth clients (family members)

· Assist internal tracking, reporting, benchmarking and evaluation of client investment portfolios

· Supplement portfolio management and trade settlement function as needed.

· Assist with individual and trust investment policies, objects and priorities

· Assist internal and external professionals with strategic tax and estate planning and compliance

· Help internal prep and review of individual and trust federal and state income and gift tax returns

· Assist with tax and financial projections and related planning

Qualifications of the Investment Analyst/VP, Finance:

· Professional certification or degree (CPA, MBA, CFA, CFP) preferred

· 7-plus years as an investment analyst with a Single Family Office (SFO), Multi-Family Office (MFO), Registered Investment Advisor (RIA) or wealth management firm that caters to ultra-high-net-worth individuals

· Strong understanding of public equity investments required; “buy and hold” investment philosophy/income-focused portfolio with long-term growth; some private equity experience (M&A is a plus).

· Strong quantitative and qualitative research and analysis skills, including financial modeling and fundamental analysis abilities.

· In-depth understanding of investment and financial reporting

· Proficient in portfolio, financial, and investment performance software (BNA Tax Planner, Portfolio Center-Tamarac a plus)

· Advanced knowledge of Microsoft Office Suite and accounting software (Accounting CS is a plus)

· Experience “wearing many hats” and comfortable working within a small office that values collaboration, a proactive and positive demeanor

· Experience working with high-net-worth clients and trust tax returns, estate planning a plus

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