Investment Associate, Family Office – Birmingham

InforCapital; Birmingham (AL); On-site; USD 70,000 - 105,000; Full time

Job summary

HEM Family Office in Birmingham, Alabama, seeks an Associate - Investments to join the team and help develop and execute the family's investment strategy across asset classes. You will perform due diligence, build financial models, monitor portfolio performance, and assist with capital calls, distributions, and reporting for internal stakeholders and tax planning.

Periodic travel may be required as part of oversight and relationship management.

Qualifications

• 2-6 years of experience in financial services, preferably in investments, alternative assets, or asset management.
• Bachelor's degree in business, finance, economics, or a related field.
• Strong grasp of investing, risk management, and capital markets fundamentals.
• Excel proficiency with strong financial and investment modeling skills.
• Strong communication and interpersonal abilities.
• Detail-oriented with the capacity to manage multiple concurrent projects.

Responsibilities

• Develop and help execute the family's investment strategy across asset classes
• Identify and evaluate new investment opportunities
• Conduct due diligence and build financial models to support investment decisions
• Monitor existing portfolio investments and performance
• Manage capital calls and distributions
• Prepare financial reports for internal stakeholders
• Attend investment committee meetings
• Support tax and estate planning initiatives for the family

Skills

Financial modeling

Investment analysis

Capital markets

Portfolio management

Education

Bachelor's degree in business, finance, economics

Tools

Excel

Job description

HEM Family Office in Birmingham, Alabama, seeks an Associate - Investments to join the team and help develop and execute the family's investment strategy across asset classes. You will perform due diligence, build financial models, monitor portfolio performance, and assist with capital calls, distributions, and reporting for internal stakeholders and tax planning.

Periodic travel may be required as part of oversight and relationship management.