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Investment Analyst
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Investment Analyst [$150/hr]
Investment professional to support the senior investment team by organizing portfolio data, producing performance and risk analyses, preparing charts and supporting materials, and ensuring that all analytical outputs are accurate, clearly sourced, and ready for senior review.
Role Responsibilities
- Clean, organize, and reconcile holdings data across public and private investments
- Gather and validate market data, company information, benchmark data, and other relevant financial inputs
- Calculate performance, risk metrics, asset-class exposures, and benchmark-relative results
- Support private-company valuation and other financial-modeling work
- Produce clear tables, charts, and exhibits for inclusion in investment presentations
- Maintain a comprehensive source log documenting data origins, assumptions, and calculation methodologies
- Assist with portfolio analysis, holdings reviews, and market research
- Support the preparation of simplified trade instructions and post-trade documentation
- Conduct quality-control checks across models, calculations, charts, and presentation materials
- Respond quickly to reviewer feedback and update analytical outputs as required
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- Approximately 3-4 years of professional investment experience
- Experience that includes both Investment Banking and buy-side investing
- Buy-side experience within Private Equity or a Hedge Fund, with Hedge Fund experience preferred
- Strong Excel skills and experience working with financial models, market-data exports, and large datasets
- Understanding of financial statements, valuation, portfolio-performance analysis, and investment research
- Experience producing charts, tables, source logs, and senior-level presentation materials
- Comfortable completing detailed and repetitive analytical work with a high degree of accuracy
- Strong organizational skills and the ability to maintain clear documentation of data, sources, and assumptions
- Excellent written communication and attention to detail
- Comfortable working under senior review and revising work based on structured feedback
- Prior experience with financial screening exercises, AI evaluation, or human-data projects is a plus
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