Senior Family Office Portfolio Analyst

And Simple ApS; Pennsylvania; On-site; USD 90,000 - 140,000; Full time

Job summary

Roch Capital in Glen Mills, PA seeks a Family Office Senior Investment Analyst to administer portfolios, perform market research, and prepare investment memos and IPS governance. The role includes regular reviews with Investors and business managers, maintaining liquidity needs and risk oversight.

The candidate should have 5+ years of portfolio administration experience for individuals, trusts, foundations or entities, with CPA, CFA, IA or CIPM preferred. In-office schedule is Mon-Fri, 8am–5pm.

Qualifications

• 5+ years of experience administering investment portfolios for individuals, trusts, foundations or entities.
• Experience in developing and administering investment policy statements.
• Ability to read and interpret legal documents.
• Experience in trading and securities research.
• Experience in financial analytics and modeling.
• Excellent understanding of alternative investments and industry dynamics.
• Strong analytical and problem-solving abilities.
• Excellent written and verbal communication skills.
• Proficiency in portfolio accounting and financial software; advanced Excel.
• Team player with integrity and independent work habits.

Responsibilities

• Monitor existing investment portfolios and analyze performance and risk.
• Provide regular reporting on performance, asset allocation and trends.
• Perform market research and industry analysis to identify opportunities.
• Conduct due diligence and financial analysis on potential investments.
• Prepare investment memos and presentations.
• Support evaluation and execution of investments with financial modeling.
• Review investment performance of external managers/advisors.
• Develop and update Investment Policy Statements (IPS).
• Ensure compliance with trusts, estates, and foundation documents.
• Meet with Investors and Business Managers to review results and liquidity needs.
• Assist with liquidity planning and treasury functions.
• Maintain data quality and assist with monthly/quarterly/annual reporting.
• Stay updated on industry trends, regulations and best practices.

Skills

Portfolio management

GAAP knowledge

Legal documents

Securities research

Financial modeling

Excel skills

Portfolio accounting

Communication skills

Integrity

Education

B.A./B.S. in Accounting or Finance

Job description

Roch Capital in Glen Mills, PA seeks a Family Office Senior Investment Analyst to administer portfolios, perform market research, and prepare investment memos and IPS governance. The role includes regular reviews with Investors and business managers, maintaining liquidity needs and risk oversight.

The candidate should have 5+ years of portfolio administration experience for individuals, trusts, foundations or entities, with CPA, CFA, IA or CIPM preferred. In-office schedule is Mon-Fri, 8am–5pm.