All Positions Middle Management

Performance Analyst

Industry: Family Office

Location: Santa Monica

Compensation: To 90K

Contact: Lee Ryan

High-profile family office, active in various global business enterprises, is seeking a highly-motivated Performance Analyst to focus on investment reporting and analysis.

Responsibilities include:

• Perform analysis of investment portfolio performance and generate investment reports.
• Update investment data in Burgiss Private i software.
• Maintain close relationships and regular communication with fund managers.
• Assist with researching new fund managers and alternative investment opportunities.
• Prepare long-term cash flow forecasts and plans by projecting distributions and capital calls and preparing tax estimates.
• Support investment operations.

Requirements include:

• 2 – 3 years of professional experience, with some understanding of private equity and hedge funds.
• Strong analytical and computer skills, including Excel/financial modeling and general IT proficiency (e.g., PowerPoint, Word, Adobe and other software tools).
• Ability to represent the company with strong interpersonal and verbal / written communication skills.
• High integrity, trustworthy, loyal – expected to stay long term, not a short-term role.
• Attention to detail, organized and efficient, able to multi-task and work in a small entrepreneurial environment.

A CPA license is preferred for this position.

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