Frederick Fox

brightside valley family office

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Investment Analyst The Client is seeking an Investment Analyst to join their Family Office. The position is part of the Family Office investment team and will work closely with the Principals, COO and Controller. The Investment Analyst will be responsible for providing analytical, modeling, and transactional support to Family Office leadership and key external stakeholders in researching new investment ideas and performing ongoing due diligence on existing investments. The Analyst will have exposure to both publicly traded and private market investment opportunities but will be heavily focused on private markets across venture capital, private equity, private credit, private real estate and infrastructure.  Key Accountabilities &amp; Responsibilities <ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.5;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong financial modelling and analytical skills – ability to create and/or modify sophisticated financial models, analyze financial statements and financial forecasts, run discounted cash flow analysis, and create sensitivity/scenario analysis</li>
<li style="line-height:1.5;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong memo / presentation writing and preparation skills</li>
<li style="line-height:1.5;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Ability to undertake research regarding, and diligence of, potential investment opportunities and sectors, including primary funds, secondaries, co-investments and direct investments</li>
<li style="line-height:1.5;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Coordinate all communication and data collection with specific underlying private investment managers</li>
<li style="line-height:1.5;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Provide ongoing analysis and written updates of specific investments and managers</li>
<li style="line-height:1.5;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Assist with maintaining the Family Office’s investment reporting platform</li>
<li style="line-height:1.5;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Ability to construct an argument around investment decisions and effectively communicate that argument both verbally and in written materials; be able to defend your position in a team environment, including in Investment Committee meetings</li>
<li style="line-height:1.5;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong interpersonal skills – ability to interact with internal and external stakeholders and prepare advisory materials as required; and,</li>
<li style="line-height:1.5;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Support Family Office leadership in the sourcing and management of investment opportunities</li>
</ul> Knowledge, Skills and Experience <ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.5;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">1 to 3 years of experience at an investment bank, project finance firm, professional services firm, investment manager, Limited Partner, or in associated fields</li>
<li style="line-height:1.5;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">A Bachelor’s degree or MBA (or higher) ideally in a related field such as Business, Finance, Engineering or Economics</li>
<li style="line-height:1.5;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Prior exposure to private market investments strongly preferred</li>
<li style="line-height:1.5;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Emotionally intelligent, interpersonal, polished and well-rounded with strong organizational skills and attention to detail</li>
<li style="line-height:1.5;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">A highly motivated self-starter with the ability to work independently</li>
<li style="line-height:1.5;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Exceptional skills in leadership, time management, facilitation, and organization</li>
<li style="line-height:1.5;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">A demonstrated record of resilience, adaptability and clear bias for action</li>
<li style="line-height:1.5;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">A desire and ability to work in a consensus driven environment that requires a higher level than normal cross function communication</li>
<li style="line-height:1.5;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">A demonstrated ability to comfortably ‘shift gears’ and re-prioritize rapidly and often</li>
<li style="line-height:1.5;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Desire to operate in a demanding, entrepreneurial and fast paced work environment</li>
<li style="line-height:1.5;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Availability outside of normal business hours required frequently</li>
<li style="line-height:1.5;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Advanced Microsoft Office (including Excel and PowerPoint) skills required</li>
</ul>

Investment Analyst

The Client is seeking an Investment Analyst to join their Family
Office. The position is part of the Family Office investment team
and will work closely with the Principals, COO and Controller.
The Investment Analyst will be responsible for providing
analytical, modeling, and transactional support to Family Office
leadership and key external stakeholders in researching new
investment ideas and performing ongoing due diligence on existing
investments. The Analyst will have exposure to both publicly
traded and private market investment opportunities but will be
heavily focused on private markets across venture capital,
private equity, private credit, private real estate and
infrastructure.

Key Accountabilities & Responsibilities

* Strong financial modelling and analytical skills – ability to
create and/or modify sophisticated financial models, analyze
financial statements and financial forecasts, run discounted cash
flow analysis, and create sensitivity/scenario analysis
* Strong memo / presentation writing and preparation skills
* Ability to undertake research regarding, and diligence of,
potential investment opportunities and sectors, including primary
funds, secondaries, co-investments and direct investments
* Coordinate all communication and data collection with specific
underlying private investment managers
* Provide ongoing analysis and written updates of specific
investments and managers
* Assist with maintaining the Family Office’s investment
reporting platform
* Ability to construct an argument around investment decisions
and effectively communicate that argument both verbally and in
written materials; be able to defend your position in a team
environment, including in Investment Committee meetings
* Strong interpersonal skills – ability to interact with internal
and external stakeholders and prepare advisory materials as
required; and,
* Support Family Office leadership in the sourcing and management
of investment opportunities

Knowledge, Skills and Experience

* 1 to 3 years of experience at an investment bank, project
finance firm, professional services firm, investment manager,
Limited Partner, or in associated fields
* A Bachelor’s degree or MBA (or higher) ideally in a related
field such as Business, Finance, Engineering or Economics
* Prior exposure to private market investments strongly preferred
* Emotionally intelligent, interpersonal, polished and
well-rounded with strong organizational skills and attention to
detail
* A highly motivated self-starter with the ability to work
independently
* Exceptional skills in leadership, time management,
facilitation, and organization
* A demonstrated record of resilience, adaptability and clear
bias for action
* A desire and ability to work in a consensus driven environment
that requires a higher level than normal cross function
communication
* A demonstrated ability to comfortably ‘shift gears’ and
re-prioritize rapidly and often
* Desire to operate in a demanding, entrepreneurial and fast
paced work environment
* Availability outside of normal business hours required
frequently
* Advanced Microsoft Office (including Excel and PowerPoint)
skills required

Percentage

Bill Spengler

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Investment Analyst

Investment Analyst

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