Private Investments Analyst

Masis Professional Group; Boston (MA); Sur place; USD 70 000 - 75 000; Plein temps

Résumé du poste

Masis Professional Group represents a family office in Boston seeking a Private Investments Analyst to support valuation, due diligence, and reporting for private investments.

The role targets recent graduates with a 3.5+ GPA and 6–12 months in investment analysis, with progress toward the CFA designation and potential bonus. Base salary is $70K–$75K, commensurate with experience.

Qualifications

• Recent college graduate with 3.5+ GPA.
• 6-12 months of experience in investment analysis.
• Progress toward CFA designation.

Responsabilités

• Perform valuation analysis for company and fund investments.
• Conduct due diligence for prospective investments.
• Prepare performance and investor reports.

Connaissances

Valuation analysis

Due diligence

Investor reporting

Financial modeling

Formation

Bachelor's degree in Finance/Economics

Outils

Excel

Description du poste

Private Investments Analyst opening located at a family office in Boston

As a Senior Recruiter at Fanning- Masis, I assist my client companies, investment firms located in and around Boston, with their candidate recruitment process. I’m writing to inform you that one of my client companies, a family office in Boston which makes and manages private investments on behalf of their clients, UHNW families, is seeking a Private Investments Analyst.

Reporting to the Managing Director, the diverse duties of this role include performing valuation analysis for company and fund investments, performing due diligence for evaluating fund and company investment opportunities, performance reporting of fund and company investments, investor reporting, etc.

Compensation includes a base salary in the $70K- $75K range, depending on experience, plus bonus

This role is a FANTASTIC opportunity for a recent college graduate from a top school with a 3.5+ GPA who offers 6-12 months of experience in an investment analysis themed role, as well as progress towards the CFA designation