What are the responsibilities and job description for the Analyst to the CEO position at Bonaventure?
Job Title: Analyst to the CEO
Location: Alexandria, VA – Onsite
Reports To: Founder & Chief Executive Officer
Why This Role Matters
This is not a traditional analyst role. It’s a unique opportunity to work directly with a visionary CEO, gaining exposure to high-level strategy, personal finance, and entrepreneurial ventures. You’ll be trusted with sensitive information, empowered to lead initiatives, and expected to bring solutions — not just problems — to the table.
Overview Of Role
We are seeking a highly intelligent, self-directed, and versatile analyst to serve as a strategic right hand to the CEO. This role blends financial analysis, research, and project management across a diverse set of domains — from managing a public stock portfolio, overseeing family office responsibilities to supporting board-level business decision making. The ideal candidate is a student of business, obsessed with execution, hungry for growth, and thrives in a fast-paced, high-trust environment.
This Role Is Perfect For You If
Financial & Investment Analysis
Location: Alexandria, VA – Onsite
Reports To: Founder & Chief Executive Officer
Why This Role Matters
This is not a traditional analyst role. It’s a unique opportunity to work directly with a visionary CEO, gaining exposure to high-level strategy, personal finance, and entrepreneurial ventures. You’ll be trusted with sensitive information, empowered to lead initiatives, and expected to bring solutions — not just problems — to the table.
Overview Of Role
We are seeking a highly intelligent, self-directed, and versatile analyst to serve as a strategic right hand to the CEO. This role blends financial analysis, research, and project management across a diverse set of domains — from managing a public stock portfolio, overseeing family office responsibilities to supporting board-level business decision making. The ideal candidate is a student of business, obsessed with execution, hungry for growth, and thrives in a fast-paced, high-trust environment.
This Role Is Perfect For You If
- You are self-directed and proactive; thrives with autonomy.
- You have curious mind and are a lifelong learner.
- You are a student of business with a broad appetite for understanding industries and strategies.
- You are obsessive about execution — you get things done with precision and urgency.
- You are resilient — you solve problems and navigate obstacles with creativity and confidence.
- You are self-confident without being cocky — comfortable in high-stakes environments.
- You love digging into the details and can articulate the strategy for business decisions.
- You continuously reprioritizes needs based upon the overall business needs.
Financial & Investment Analysis
- Manage and monitor public stock portfolios, including performance tracking and rebalancing recommendations.
- Ad hoc projects
- Maintain and update personal financial statements and related documentation.
- Analyze trust loan structures and opportunities.
- Conduct due diligence on new business and investment opportunities.
- Coordinate with external advisors and internal stakeholders to drive project execution.
- Prepare executive-level summaries and recommendations for strategic decisions
- Provide analytical support for businesses where the CEO serves on the board.
- Assist in evaluating acquisition opportunities.
- Lead execution of specific initiaves, i.e. business acquisition due diligence, new product launches, competitor analysis
- Support a varied of insurance related business investement.
- 5 years of experience in finance / private equity field
- Exceptional financial modeling and analytical skills.
- Experience in investment analysis, corporate finance, or family office operations.
- Strong project management and multitasking abilities.
- Familiarity with trust structures, insurance, and alternative investments is a plus.