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

ZVgyQkxadFR4SnpBNWQvS1JEdUo4SE5TZVE9PQ==
  • 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

Vied Technologies, Inc.

ETL Informatica Developer Job at Vied Technologies, Inc.

 ...professional integrity.Job Description 8-10 Years of experience as Strong ETL- Informatica Intelligent Cloud Services (IICS) along with API...  ...to design, test, debug and migrate Informatica code.Ability to develop test cases based on test matrix including test data preparation... 

Optum

Endocrinologist Job at Optum

 ...Southwest Medical, part of the Optum family of businesses, is seeking a Endocrinologist to join our team in Las Vegas, NV. Optum is a clinician-led care organization that is changing the way clinicians work and live. As a member of the Optum Care Delivery team, you... 

Optum

Endocrinologist - Reliant Medical Group - Full Time Job at Optum

Reliant Medical Group , part of the Optum family of businesses, is seeking a Full Time Endocrinologis t to join our team in Leominster, MA . Optum is a clinician-led care organization that is changing the way clinicians work and live. As a member of the Optum...

AllTruckJobs

CDL-A Tanker Owner Operator - $1,400 to $1,700 per week in Atlanta, GA Job at AllTruckJobs

AllTruckJobs is working with Sherman Brothers Heavy Trucking to find a qualified OTR or Regional Owner Operator in Atlanta, Georgia! Pay Information $1,400 to $1,700 per week About The Position Drive with Team Transport! We are looking for liquid bulk hazmat... 

TrackFive

Locum Physician (MD/DO) - Orthopedic Surgery in Kansas Job at TrackFive

 ...see clinic patientsBusy OR volume from callGeneral ortho plus sports medicineDEA neededPaid malpractice insurance; pre-paid travel and...  ...specialty-focused consultants for nearly 100 specialties of physicians, PAs, and NPs. These experts simplify the locums process from start...