About This Role
This role as an Investment Analyst involves adding analytical capacity to a family office and foundation investment team. The position supports disciplined, long-term investment decisions across a diverse portfolio of public and private investments, working closely with senior leadership to evaluate new asset classes and monitor existing investments.
Responsibilities
- Evaluate potential investment opportunities through research, financial modeling, valuation analysis, and due diligence
- Monitor portfolio investments, perform ongoing underwriting, identify key risks and insights, and communicate performance and developments to leadership
- Conduct investment, market, industry, asset-class, and company research to evaluate potential opportunities and support portfolio decisions
- Assist with portfolio allocation, trust investment strategies, risk assessment, and the evaluation of new asset classes that may enhance diversification and long-term portfolio performance
- Maintain investment data and reporting within Addepar and other portfolio management systems, ensuring accuracy and completeness
- Perform investment reconciliations and assist with accounting-related activities to support accurate portfolio reporting and financial records
- Collaborate with external investment managers, custodians, auditors, and accounting professionals to ensure accurate reporting and recordkeeping
- Travel occasionally to support investment due diligence, portfolio company visits, conferences, and stakeholder meetings
- Prepare recurring and one-off portfolio analyses, reports, presentations, and recommendations for management, trustees, and beneficiaries
- Participate in special projects and other investment-related initiatives as needed
Requirements
- Applies analytical rigor and sound judgment when evaluating investments, interpreting complex information, and developing recommendations
- Detail-oriented with the ability to identify discrepancies and ensure accuracy across investment records and reporting
- Understanding of investment accounting principles, portfolio reporting, and reconciliation processes
- Excellent communication and presentation abilities
- Demonstrates intellectual curiosity, a willingness to learn, and the initiative to investigate complex investment questions thoroughly
- Adaptable and able to manage multiple priorities
- Collaborative team member who builds strong relationships, communicates clearly, and remains focused on supporting the mission of the family office and Rudd Foundation through disciplined investment activities
- Results-focused with a commitment to accuracy and continuous improvement
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field preferred