Investment Operations Analyst

Sage Hill Investors, LLC; Chattanooga (TN); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

Fringe benefits via Joon.io

Season tickets to Chattanoogafc.com

Competitive pay

Annual bonus

Health/dental/vision benefits

401k + company match

Flexible PTO

New Chattanooga office

Job summary

Sage Hill Investors, LLC in Chattanooga, TN seeks an Analyst to support the CIO with investment analysis and portfolio oversight. You will manage systems and data to keep the investment process efficient and accurate, communicating high-level portfolio updates to the team.

You will engage in diligence with fund managers, help build a formal pipeline, and translate quantitative data into clear, actionable insights. A strong analytical mindset and integrity are essential for success.

Qualifications

• 2 to 7 years of experience in investment analysis; wealth management, private equity, family office, or a related field is desirable.
• Genuine fluency with financial data. You are comfortable building and managing complex spreadsheets, analyzing investment performance, and working in wealth management software.
• Familiarity with alternative assets, private investments, and family office or fund-level reporting.
• Proficiency in Google Workspace and a genuine interest in learning and using AI tools to bring efficiency and quality to the work.
• Strong written and verbal communication. You can take a spreadsheet full of numbers and tell a clear, accurate story with it.

Responsibilities

• Portfolio Oversight: maintain a current view of the portfolio across asset classes; track valuation changes and report updates to the team.
• Pipeline Management: help CIO build a formal investment pipeline, prioritize opportunities, organize materials, and prepare analysis for the Investment Committee.
• Benchmarking & Analysis: translate data into actionable insights and clearly communicate patterns.
• Initial Diligence Support: participate in diligence calls with fund managers and deal sponsors with rigorous questioning.
• Systems & Operational Continuity: collaborate with accounting to build reports and ensure data accuracy across the organization.

Skills

Investment analysis

Wealth management software

Alternative assets

Google Workspace

Communication

Tools

Google Workspace

AI tools

Job description

Sage Hill Investors, LLC in Chattanooga, TN seeks an Analyst to support the CIO with investment analysis and portfolio oversight. You will manage systems and data to keep the investment process efficient and accurate, communicating high-level portfolio updates to the team.

You will engage in diligence with fund managers, help build a formal pipeline, and translate quantitative data into clear, actionable insights. A strong analytical mindset and integrity are essential for success.