Financial Analyst - Family Office
About The Position
A growing family office based in downtown Chicago is seeking a resourceful and versatile individual to join their investment arm, Skydeck Capital. We are fast-paced and thrive on our in-person collaborative nature. Opportunities are always available to work on projects beyond the job description, with demonstrated aptitude and work ethic. The Financial Analyst will be exposed to both public and private market initiatives. This is a role that provides the opportunity to work with small group of investment professionals where the Financial Analyst will be integral to supporting the team across various asset classes including public securities, private equity, venture capital and private credit.
Requirements
- Bachelor’s degree in business-related field with two or more years of relevant experience.
- Ability to work onsite FT in Chicago.
- Must be highly detail oriented, concern for the quality and accuracy of final work products is critical.
- Ability to maintain data integrity within established financial models in Excel with a demonstrated understanding of complex formulas/models.
Nice To Haves
- 1-2 years in investment industry experience and knowledge of asset management business, including fixed income, equity, alternative assets, risk, and performance measures highly preferred.
Responsibilities
- Drive monthly analysis of the firm’s public portfolio, including fund manager performance and performance of positions held directly.
- Own private equity fund manager reporting and write quarterly recaps for each.
- For the direct investment portfolio, maintain accurate and complete investment files, which includes logging new investments, divestments, and valuations.
- Analyze individual IRRs as well as portfolio IRRs.
- Assist investment professionals in researching new investment opportunities which includes market studies, modeling return expectations, and performing due diligence on model inputs.
- For existing direct portfolio companies, help investment professionals drive value-add initiative for companies while also holding companies accountable to expectations.
- Manage the team’s DealCloud CRM database which tracks activity and communication for each direct investment and business development efforts conducted by Skydeck investment professionals.
- Support investment professionals with quarterly valuation process, monitoring individual investment performance, and broad market data/trends.
- Work collaboratively with the accounting team by communicating activity within the portfolio and assisting in reconciling investment activity.
- Manage multiple requests simultaneously, ensuring that deadlines are met, and perform various ad-hoc and long-term projects as assigned.
- Routinely handle confidential information and apply strict confidentiality and sensitivity in the dissemination of this information.
Benefits
- Invenergy offers a variety of other benefits including medical, dental and vision insurance, 401k, paid time off, etc.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
