Job Title: Investment Analyst Multi-Asset Family Office
Location: San Francisco, CA (In-Person)
Company: Confidential Family Office
About the Role
Our client, a confidential family office with a broad investment mandate, is seeking a sharp and driven Investment Analyst to join their lean, high-performance team in San Francisco. The family office actively invests across public markets, private equity, venture capital, and alternative assets - with a particular interest in tech and emerging industries.
This is a unique opportunity to work closely with senior decision-makers and gain hands-on exposure across asset classes in a fast-paced, entrepreneurial environment.
Key Responsibilities
- Investment Evaluation: Analyze potential opportunities across public equities and private markets, with an emphasis on tech and high-growth sectors.
- Financial Modeling & Valuation: Build and maintain detailed financial models to assess company fundamentals, market positioning, and investment risks.
- Market Research: Track trends in global financial markets and emerging technologies; identify themes and companies aligned with the firm's strategic interests.
- Diligence & Execution: Support transaction diligence across asset classes; collaborate with legal, operational, and investment partners.
- Reporting: Prepare investment memos and internal presentations to support decision-making by the investment committee.
Qualifications
- 1+ year of experience in investment banking (TMT/FSG), equity research, hedge funds, trading, private equity, or PEG at top consulting firms
- Strong financial modeling and analytical skills
- Exposure to public markets is required; tech-focused experience preferred
- A degree from a top-tier university (e.g. Stanford, Harvard, UPenn, etc.)
- Demonstrated passion for markets, investing, and emerging technology trends
- Highly responsive, detail-oriented, and thrives in a fast-moving environment with direct feedback
Nice to Have
- Experience in private equity or venture capital
- A strong personal interest in tech, financial news, and investing (e.g. Acquired podcast, HackerNews, FinTwit)
Why This Role?
- Work closely with a highly experienced investment team on high-impact decisions
- Exposure across public and private investments with a focus on innovation and growth
- Join a tight-knit team with a flat structure and direct access to leadership
- Help shape the portfolio strategy of a sophisticated family office