Investment Analyst

Portfolio Management:

  • Providing analytical support to portfolio managers and consultants for client strategy development and efficient portfolio planning/construction
  • Using and improving upon various portfolio planning models and analytical tools
  • Monitoring client portfolio activity and underlying positions
  • Conducting performance measurement and attribution for various clients
  • Writing and reviewing quarterly performance reports to clients
  • Interacting with various institutional clients to provide necessary support on a daily basis
  • Drafting and presenting portfolio performance reviews and other presentations to institutional clients’ staff and board members


  • Exploring various house topics to assist in portfolio strategy development and provide thought leadership to existing and prospective clients

Skills and Expertise:

  • Bachelor’s degree in finance or related field required
  • A strong working knowledge of MS Office products, particularly Excel
  • Strong analytical and quantitative skills
  • A high level of intellectual curiosity
  • Self-starter, capable of working in a fast paced environment and managing multiple projects simultaneously
  • Superior written and verbal communication skills and the ability to work effectively in a team-oriented environment
  • Any background or previous involvement in real estate, private equity or investment management preferred
  • ~2-7 years of experience
  • CFA preferred but not required
  • Minimum GPA of 3.5

Lawrence Thomas

Myles Grover

George Fenton

Nicky King

Oliver Hamilton

Nick Duff

David Dix

Laurie Woolmer

Morgan Angus