What are the responsibilities and job description for the Crossover Investing Analyst position at familyoffice?
Company Description
Soros Fund Management LLC (SFM) is a multi-strategy global investment firm and family office that manages approximately $28 billion in net assets. Founded by George Soros in 1970, SFM serves as the principal asset manager for the Open Society Foundations (OSF), one of the world's largest charitable foundations dedicated to promoting justice, human rights, and democracy. SFM leverages its permanent capital base, unconstrained mandate, and 50-plus years of experience to invest nimbly across diverse strategies and asset classes, including public and private equities and credit and macro assets. SFM’s approach is unique in the investment industry. Headquartered in New York City with offices in London, Dublin, and Hong Kong, SFM employs about 200 professionals.
Position Overview
SFM’s Crossover Investing team is looking to add a junior analyst to evaluate investment opportunities across private and public companies. The team has a global mandate across all sectors and across the capital structure, with a preference for taking concentrated positions. The ideal candidate should have a strong interest in investing privately and publicly, possess excellent financial modeling skills, and be versatile across industries, with a deep sense of integrity and eagerness to grow.
Major Responsibilities
- Support the investment team in evaluating crossover investment opportunities across private and public companies
- Perform due diligence on potential investments and consolidate findings into detailed reports
- Assist in managing existing investments and providing regular updates to the team
- Conduct independent research, valuation, and industry analyses
- Create and maintain detailed financial models and internal reports
- Interact with internal and external subject matter experts
- Engage with management teams and corporates
- Review investor reports and third-party research
What We Value
- Bachelor’s degree from a top university
- 5 years of experience in the financial industry, preferably investment banking or the buy-side in long/short equity, private equity, or venture capital
- A strong demonstrated interest in investing in private and public companies across sectors and across capital structure
- Ideal background from TMT, Consumer, or Industrials
- Ability to conduct comprehensive fundamental research independently
- Stellar problem-solving, analytical, and quantitative skills
- Expected to have outstanding financial modeling abilities
- Familiarity with handling data rooms
- Excellent written and verbal communication skills
- Able to engage confidently with C-level executives
- Comfortable in a high-pressure, fast-paced environment
- Able to take direction and show initiative as appropriate
- Possesses a deep sense of integrity and intellectual honesty
- Has demonstrated an ability to work effectively on a team
- Ability to speak a second language preferred
Core Values
In all respects, needs to reflect the following SFM core values:
- Integrity
- Teamwork
- Smart risk-taking
- Owner’s Mindset
- Humility
We anticipate the base salary for this role will be in the range of $125k – $150k
In addition to a base salary, the successful candidate will also be eligible to receive a discretionary year-end bonus, as well as other benefits.
In all respects, candidates need to reflect the following SFM core values:
Integrity // Teamwork // Smart risk-taking // Owner’s Mindset // Humility
Salary : $125 - $150
