Careers: INVESTMENT ASSOC – Single Family Office
About the role
The Investment Associate will support the management of the due diligence efforts on all prospective and current investments for the family office (for RFO, namely). The Investment Associate is expected to lead the deal processes from beginning to end, servicing as the coordinator for the deal process. The Investment Associate will be in a highly visible position and expected to manage external diligence streams as well as internally communicate views and thoughts on various investment strategies for REDARE Family Office (RFO).
Part of Something Bigger Than Yourself and Striving To Find a Greater Purpose. The Company Creates a More Innovative And Fulfilling Environment By Sharing Best Practices, With a Focus On Having a Positive Impact On Employees, Customers And Communities.
Our Principles Include:
- Kindness, Respect and Trust
- Merit
- Accountability
- Integrity
- Essential Transparency
- Never be Complacent
- Work Hard and Have Fun
KEY RESPONSIBILITIES
- Lead due diligence process for prospective and current RFO investments – creating and updating financial models, global macro and thematic research, as well as comparable analyses.
- Produce monthly portfolio statements, detailing the RFO investments in hedge funds, public equities, debt funds, private equity, venture capital and real estate.
- Prepare RFO portfolio reports, including a descriptive assessment of our investments.
- Regularly read research, news and other sources of current events to remain current on information affecting the firm’s investments.
- Interact daily with the principals, colleagues, management teams and fund managers. Meet with our approved Family Clients regularly to finalize loans or investments
- Some travel to visit fund managers; portfolio companies and prospects may be required.
QUALIFICATIONS/ EXPERIENCE
- Three to five years of experience in investment banking, private equity, venture capital, or hedge funds.
- BA/BS degree in finance, business, economics or related discipline.
- Prefer an MBA in business or finance.
REQUIRED SKILLS
- High proficiency with Excel, Word and PowerPoint as well as SEC filings, Pitchbook, Bloomberg, among other investments-related databases.
- Ability to work independently to quickly create detailed, high-quality investment summaries, including developing detailed financial models.
- Proven analytical skills, business judgment and attention to detail.
- Strong verbal and written communication skills.
- Self-motivated working style, eagerness to learn and strong interpersonal skills.
- Willingness to pitch in a polished way to respect our style of wealth management depth.
darren@reinventure-ltd.com is the email to send CV and CIS for our review.
> Post updated January 29, 2025