Family Office - Private/Public Investor

This NYC Single Family Office is hiring an Investment Professional to take primary responsibility for fundamental analysis of portfolio companies in both public and private markets. This new hire will function as a generalist across sectors, industries, and asset classes, evaluating both direct positions and the portfolios of fund managers. This hire will be the third member of the investment team, working closely with the head of the investment team and a colleague focused on quantitative performance and risk attribution at the portfolio and manager levels. The successful candidate will own the fundamental-research process end to end, and set their own priorities in dialogue with the team.

Key Responsibilities

• Look-through analysis of fund holdings: Evaluate underlying portfolio companies in the Family Office’s active public equity, private equity and venture fund investments to identify names where direct exposure could be increased if the opportunity arises.

• Single-name idea generation: Independently survey market conditions, sectors, supply chains, and peer networks to surface new opportunities for direct investment, public or private.

• Manager underwriting support: Partner with the team’s quantitative associate during the underwriting and re-underwriting of third-party strategies

• Process, infrastructure, and tooling: Build, document, and continuously improve the fundamental-research process, watchlists, models, and source materials; thoughtfully adopt new technologies, especially AI productivity and research tools

Qualifications:

• 5-10 years of relevant experience in fundamental equity research or underwriting. Ideal candidates will combine public-market equity research / underwriting experience with exposure to private equity, or vice versa.
• Comfort working both top-down (sectors, supply chains, macro themes) and bottom-up (individual companies and securities)
• Facility with AI tools is required