What are the responsibilities and job description for the Investment Analyst position at Hirtle & Co.?
Private Equity Investment Analyst
Hirtle & Co. was founded in 1988 as the original investment office serving non-profits and philanthropic families. Our mission is to strengthen the institutions and families who positively impact our world. Serving as a dedicated independent investment office has been our sole focus for over 37 years. Our business is centered around making it personal. With each client in mind, we create customized investment programs that are diversified across global opportunities, including public and private markets. We hold ourselves accountable as if we are employees in our clients’ own internal investment office, knowing that their investment results will help create opportunities, solve difficult societal problems, educate generations of students and make our world a better place.
We are looking to add a talented investment analyst to our private equity team. The team is responsible for manager selection, due diligence and portfolio monitoring across private equity and venture capital. In this role you will be working both independently and within a team towards the broader firm goal of helping our clients achieve their financial objectives.
As part of the private equity team, you will be responsible for:
- Helping to evaluate the merits of a wide range of private equity and venture capital opportunities.
- Acting as primary point of contact for due diligence process and portfolio monitoring, interacting frequently with managers.
- Conducting analysis to inform team discussions on the merits of investment opportunities.
- Preparing spreadsheets and documents such as investment proposals for our investment committee.
- Presenting merits of managers to investment committee and to the broader firm.
In this role, you will work alongside senior members of the private equity team throughout the manager selection and monitoring process from sourcing through to manager approval. You will represent the firm in regular interactions with current and prospective private equity and venture capital partners and play a proactive role in the team’s investment decisions.
Competencies for success:
- Bachelor’s Degree
- 1-3 years of relevant experience in addition to college internships
- Experience in Microsoft Excel
- Ability to leverage coding tools (e.g., Python, SQL, or similar) to support investment analysis and drive process efficiency
- Strong written and verbal communication skills
- Genuine passion for the investment industry with an emphasis on private equities
- CFA Candidates and those interested in the CFA program are encouraged to apply
Application & Interview Process:
As part of our candidate evaluation process, applicants selected to advance in the interview process will be asked to provide the following materials:
- Undergraduate college transcript(s)
- Graduate school transcript(s), if applicable
- A writing sample demonstrating analytical and communication skills
- Standardized test scores (SAT, ACT, GMAT, GRE, or equivalent, if available)
All information submitted will be treated confidentially and used solely for employment-related purposes.
At Hirtle & Co., we don’t just accept difference – we celebrate it, we support it, and we thrive on it for the benefit of our clients and our employees. Hirtle & Co. is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or orientation, Veteran Status, or any other characteristic protected by federal, state or local laws. If you have a disability or special need that requires accommodation, please let us know.
No agencies please.