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- Tasks: Support senior leadership with financial models and investment analysis.
- Company: Join a prestigious single family office in the heart of Boston.
- Benefits: Enjoy a dynamic work environment with some flexibility in hours.
- Why this job: Gain hands-on experience in investment strategies and portfolio management.
- Qualifications: Ideal for analytical thinkers with a passion for finance and investments.
- Other info: This is an exclusive role; apply now for immediate consideration!
The predicted salary is between 43200 - 72000 £ per year.
Job Description
Reporting to the CEO of the US, the Investment Associate is responsible for providing analytical support to senior leadership and the team. The primary duties include:
- Preparing financial models (LBOs across industries and sectors)
- Analyzing financial data and reviewing direct equity investments
- Evaluating data to inform financial decisions
- Developing investment theses
- Screening private investments and conducting due diligence
- Conducting market and industry research
- Performing investment analysis and preparing memos
- Monitoring portfolio performance
- Recommending future investments
- Producing quarterly sector research reports
Please note, this role requires presence in Downtown Boston with some flexibility; it is not remote. This is an exclusive, retained position with Page Executive Boston. Apply today for immediate consideration!
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Investment Associate - Single Family Office - Boston, MA employer: Page Executive
Contact Detail:
Page Executive Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Associate - Single Family Office - Boston, MA
✨Tip Number 1
Familiarise yourself with financial modelling techniques, especially LBOs, as this is a key responsibility of the Investment Associate role. Consider taking online courses or workshops to sharpen your skills and demonstrate your commitment to potential employers.
✨Tip Number 2
Stay updated on current market trends and industry news relevant to private investments. This knowledge will not only help you in interviews but also show that you are proactive and engaged in the field.
✨Tip Number 3
Network with professionals in the investment sector, particularly those who work in family offices or similar environments. Attend industry events or join relevant online forums to make connections that could lead to job opportunities.
✨Tip Number 4
Prepare to discuss your analytical skills and past experiences in detail during interviews. Be ready to provide examples of how you've successfully conducted due diligence or developed investment theses in previous roles.
We think you need these skills to ace Investment Associate - Single Family Office - Boston, MA
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of the Investment Associate position. Familiarise yourself with financial modelling, due diligence processes, and investment analysis to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in financial analysis, investment research, or portfolio management. Use specific examples that demonstrate your analytical skills and ability to support senior leadership.
Craft a Strong Cover Letter: Your cover letter should clearly articulate your motivation for applying and how your skills align with the job requirements. Mention your familiarity with LBOs and your ability to conduct market research, as these are key aspects of the role.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no grammatical errors or typos, as attention to detail is crucial in the finance industry. A polished application reflects your professionalism.
How to prepare for a job interview at Page Executive
✨Master Financial Modelling
Since the role involves preparing financial models, brush up on your LBO modelling skills. Be ready to discuss your previous experience with financial modelling and how you approach building these models from scratch.
✨Showcase Analytical Skills
The Investment Associate will provide analytical support, so prepare to demonstrate your analytical thinking. Bring examples of how you've analysed financial data in the past and the impact your analysis had on decision-making.
✨Research the Company and Market
Conduct thorough research on the company and its investment strategies. Understand the current market trends in Boston and be prepared to discuss how these could affect potential investments.
✨Prepare Thoughtful Questions
Asking insightful questions can set you apart. Prepare questions about the company's investment philosophy, portfolio performance, and future investment strategies to show your genuine interest in the role.
