Analyst, Investment Strategy

Growth Equity Interview Guide; New York (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

Capricorn Investment Group in New York is launching a structured 2-year Investment Analyst program. Analysts will engage in research, due diligence, and portfolio management while contributing to a culture focused on sustainability and impact.

The program offers exposure across asset classes, with opportunities to integrate sustainability into investment processes and collaborate on special projects.

Qualifications

• 1–3 years of experience in investment banking, asset management, or consulting.
• Strong financial modeling and analytical skills, especially in Excel.
• Good understanding of finance, accounting, and investment concepts.
• Excellent written and verbal communication skills.
• Ability to analyze complex problems and develop recommendations.
• Interest in sustainable investing and related risks.

Responsibilities

• Support the investment process from analysis to capital commitments.
• Conduct research and due diligence on investment opportunities.
• Prepare investment recommendation documents for the committee.
• Monitor portfolio performance and conduct market research.
• Integrate sustainability considerations into investment processes.
• Engage with colleagues on special projects.

Skills

Financial modeling

Analytical skills

Education

Bachelor’s degree in Finance, Economics, or related field

Tools

Excel

Job description

Capricorn Investment Group is looking for an Investment Analyst to join their team in New York. This role is part of a structured 2-year program that offers exposure to various asset classes and the investment process. Analysts will engage in research, due diligence, and portfolio management while contributing to a culture focused on sustainability and impact.

What You’ll Do

• Support the investment process from analysis to capital commitments.
• Conduct research and due diligence on investment opportunities.
• Prepare investment recommendation documents for the committee.
• Monitor portfolio performance and conduct market research.
• Integrate sustainability considerations into investment processes.
• Engage with colleagues on special projects.

What You Need

• 1-3 years of experience in investment banking, asset management, or consulting.
• Strong financial modeling and analytical skills, especially in Excel.
• Good understanding of finance, accounting, and investment concepts.
• Excellent written and verbal communication skills.
• Ability to analyze complex problems and develop recommendations.
• Interest in sustainable investing and related risks.
• Bachelor’s degree in Finance, Economics, or a related field.

What You’ll Love

• Competitive salary and total compensation package.
• Comprehensive health and wellness benefits.
• Opportunities for professional development.
• A collaborative and dynamic work environment.
• Focus on sustainable and impactful investing.

About the Firm

• Capricorn is a sustainable investment platform with 25 years of experience.
• They manage $23 billion in multi-asset class portfolios.
• The firm emphasizes diverse perspectives in investment decision-making.
• They focus on sustainable investment practices to enhance returns.