Investment and Client Coverage Analyst

Colter Lewis Investment Partners: Investment and Client Coverage Analyst

Location: Greenwich, CT.

• Requirement to work in our office Monday through Thursday. Friday work form home optional.

Job Description:

The successful candidate will provide comprehensive support to the Colter Lewis leadership team. You will work with and support the team that provides portfolio management and curated investment opportunities to its clients. You will learn and gain experience in the following asset classes, all of which we invest in including: private equity, growth equity, venture capital, real estate private equity, private debt, structured finance, real estate debt, idiosyncratic strategies as well as public equity and debt.

Colter Lewis clients include ultra-high-net worth individuals and families, many of which are industry leaders and have complex investment and family needs. This opportunity affords the successful candidate the opportunity to learn from Financial Service veterans with decades of experience and to have client contact immediately. You will be exposed to learn valuable skills including investment analysis, investment diligence, modelling, portfolio construction, financial risk analysis, tax strategy, client coverage all as part of a dynamic and fast paced entrepreneurial company. 

Responsibilities:

Investment Analysis:

• Assist the team in investigating new direct investment opportunities and funds, including research, (online and offline, interviews, reference checks) and performing various types of analysis (DCF, LBO, forecasting, comparable analysis, sensitivity analysis, etc.)
• Participate in investment manager meetings.
• Oversee ongoing valuation work and status reporting.
• Evaluate and research investments and managers via Bloomberg and eVestment.
• Be responsible for portfolio analytics using various software tools.
• Assist in preparing investment material for and participate in Investment Committee meetings.

Client Support:

• Work in partnership with senior team to support clients.
• Attend client meetings, document discussions, and coordinate follow up.
• Prepare client presentations regarding portfolio performance and suggest investment options.
• Participate in explaining and reviewing new investment opportunities with clients.
• Document client information and communications.
• The role can evolve over time to more in-depth client coverage responsibilities.

Skills and Qualifications:

• Bachelor’s degree with 1 – 3 years of experience (financial services preferred but not required)
• Analytical thinker with a desire to learn.
• Self-motivated and driven with the ability to manage multiple tasks and work effectively in a fast paced and dynamic environment.
• Outstanding attention to detail and highly organized with excellent follow-through
• Positive attitude and eagerness to work in a team-centric and highly collaborative environment

About Colter Lewis Investment Partners LLC: 

Colter Lewis is an independent multi-family office serving individuals and families with meaningful wealth and financial complexity.

Backed by a senior team with an average of three decades of financial industry experience, we provide sophisticated highly curated investment management and planning, institutional-quality risk management, and tax optimization for our clients. We offer differentiated access to private investment opportunities and invest our own capital alongside our clients, ensuring full alignment. Our team ‘s decades of originating and underwriting securities, loans, and derivatives, managing multi-billion-dollar risks, and advising boards on strategic objectives informs the independent advice we deliver today.

We formed Colter Lewis after recognizing that many sophisticated investors were not well served by money-center brokerage firms and private banks, and needed more customized advice delivered by experienced peers who are aligned with them, invest alongside them and are conflict free, every step of the way.

Please send your resume and cover letter to: Rhoda@ColterLewis.com.