Family Office Investment Analyst I

Arthrex•Pelican Bay, FL

1d•Onsite

About The Position

Krisdan Management is the private investment office of the family behind Arthrex, a global leader in medical device innovation. Based in Naples, Florida, our family office manages a diverse portfolio of private and public investments across multiple industries and asset classes. We are seeking a well-rounded, analytical team player to join the family office as a Junior Analyst. This role offers a unique opportunity to work on a broad range of investment and operational initiatives—combining elements of private equity, venture investing, and public equity research within a significant family office. We value individuals who approach their work with humility, take pride in supporting team success, and are eager to roll up their sleeves wherever needed. The ideal candidate has strong analytical rigor, excellent time management and organizational skills, and is comfortable managing multiple priorities with professionalism and discretion.

Requirements

Bachelor’s degree in Finance, Economics, Accounting, or related field required.
1+ year of relevant experience preferred (public equity or private equity investing)
A positive attitude, willing to roll up their sleeves, takes on whatever needs to be done, and contributes constructively as a team player.
Fundamental understanding of finance and accounting. Can understand and explain balance sheets and income statements
Proficient with Microsoft Excel.
Highly adaptable with excellent time management. Meets deadlines.
Excellent listening skills, writing skills, and oral communication skills.
Strong interest in investing, financial markets, and wealth management, coupled with a desire to learn and develop new skills.

Nice To Haves

Financial modeling experience is a plus.

Responsibilities

Conduct in-depth industry and company research to support investment ideas across public equities, direct private investments, and fund investments.
Assist with due diligence by reading and summarizing key takeaways from company filings, third party reports, transcripts, and news.
General investment team administrative support such as maintaining and organizing investment files (SharePoint), Customer Relationship Management (CRM) tools, and performance dashboards.
Support generalist coverage across a variety of industries; maintain awareness of market developments relevant to current holdings and watchlist names.
Analyze and maintain valuation work (e.g., comparable sales analysis, DCF model updates, etc.) and monitor ongoing developments for the firm’s investments.
Support the portfolio management for existing investments by producing regular updates on performance, KPIs, outlook, key risks, and valuation.
Collect and input investment information to maintain clean and current portfolio dashboards, performance summaries, and internal reporting packs.
Assist with investment and risk reporting by ensuring data integrity, consistency, and documentation organization.
Track portfolio-level items across entities/managers/partners, and help maintain periodic performance tracking and benchmarking as requested.
Liaise with Accounting and Operations to provide investment-related data and details needed for internal reporting and processes.
Provide general support on special assignments and administrative tasks as needed.