Junior Investment Analyst Job at Multi-Family Office, Conshohocken, PA

L2pjZmhDWklUS1NHcFdYUit2Q1FDRjNOSEE9PQ==
  • Multi-Family Office
  • Conshohocken, PA

Job Description

Job Description

Job Description

To be considered for this position, candidates must submit a resume along with a cover letter and salary requirements.

 

Overview:
Our multi-family office services a select group of ultra-high net worth clients and we are seeking a highly motivated and detail-oriented full time Junior Investment Analyst to join our investment team. This role offers a rare opportunity to work across public and private markets while learning directly from the senior portfolio managers. The ideal candidate has 3–5 years of relevant experience and is eager to grow within a dynamic multi-family office environment.

We have cultivated a team environment and we are looking for a candidate that shares our enthusiasm for working together towards a common goal. Our culture is important to us, we value collaborative interaction while also understanding each member of the team has their own individualized needs.

Key Responsibilities:

  • Conduct research and maintain documentation on ETFs, mutual funds, hedge funds, and private equity managers
  • Take detailed notes during investment meetings and portfolio reviewsSupport portfolio analysis and asset allocation workLearn and assist with portfolio rebalancing using software tools such as RedBlack
  • Collaborate with senior investment professionals to understand both fundamental and quantitative investment processes
  • Work with financial data in Excel and other platforms; open to learning Python and MATLAB for future automation and modeling tasks

Qualifications:

  • 3–5 years of investment-related experience
  • Bachelor's degree in Finance or related concentration
  • Strong attention to detail and a high degree of precision in work
  • Comfortable handling and analyzing financial data
  • Eager to learn portfolio construction, rebalancing, and investment strategy
  • Self-motivated, curious, and collaborative
  • Familiarity with investment products and willingness to expand into new asset classes
  • Experience with or interest in programming (Python, MATLAB) is a plus

 

This is an excellent opportunity for someone seeking long-term growth in a collaborative, intellectually rigorous environment.

 

Job Type: Full-time
Office Hours: 8:30 – 5:00

Compensation Package: Competitive salary based upon experience

Benefits Include:

- Medical, Vision & Dental

- PTO

- “Summer Hours” Memorial Day to Labor Day Fridays end at 3:00

Job Tags

Full time, Summer work, Work at office,

Similar Jobs

BookedBy

Product Designer Job at BookedBy

 ...service-based businesses. Role Description: Were looking for a creative, strategic, and technically curious hybrid Product Designer - Product Manager with strong design sensibilities to lead the evolution of our service verticals and point of sale platform. In... 

Philadelphia - KFC

Shift Supervisor Job at Philadelphia - KFC

Job Description Job Description Company Introduction Mitra is a high-energy, fast-moving company on a mission to become one of the largest and most profitable franchise organizations in the QSR industry. While our company is made up of an extremely diverse group...

Maxion Research

Remote Flexible Research Study Operator (Hiring Immediately) Job at Maxion Research

 ...looking for temporary, remote, part-time work. The hours are flexible and no previous experience...  ...commute needed if you choose to work from home. No minimum hours. You can do this part...  ...18yrs old or older Must have either a phone, computer or tablet with internet... 

BDO USA

Business Development Director Job at BDO USA

 ...program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral... 

Warner Bros. Discovery

Music Coordinator Job at Warner Bros. Discovery

 ...you are celebrated, here you can thrive. Your New Role The Music Coordinator plays an essential role in the Warner Bros. TV...  ...with music searches, providing script breakdowns, and maintaining industry contacts. A crucial aspect of the position is managing the music...