Investment Analyst

Westport, Connecticut

Salary Details: $110000.00 - 125000.00 a year

Brewer Morris
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Investment Analyst - Alternatives Strategy

Location: Westport, CT (5 days onsite)

Compensation: $110,000-$125,000 base + bonus

Benefits: Comprehensive medical, dental, and vision coverage, 401(k) with match, generous PTO, and professional development support

We're partnering with a privately backed investment firm operating in the alternative asset space. With proprietary data analytics, an entrepreneurial leadership team, this is an opportunity to join a high-performing, small team where your work drives real results.

If you're a motivated self-starter with deep intellectual curiosity and a background in financial services, this role offers a rare opportunity to work directly with the CEO, gain visibility into unique investment structures, and help shape the direction of a growing firm.

Responsibilities:

  • Run due diligence and deal processes for potential fund investments
  • Monitor and manage in-force assets across active portfolios
  • Analyze large, complex datasets to surface risk insights and structure investment opportunities
  • Build and maintain dashboards to track fund and vendor performance
  • Interface with third-party administrators and support operational oversight
  • Deliver executive-level reporting and contribute to investor communications
  • Collaborate directly with senior leadership and gain exposure to the firm's private equity backers.

Requirements:

  • 5+ years of experience in financial services (investment, risk, or operations-focused roles)
  • Detail-oriented with strong modeling and data skills (Excel required; VBA/SQL a plus)
  • Proven ability to work independently in lean, fast-paced environments
  • Excellent written and verbal communication skills
  • Comfortable juggling multiple workstreams and problem-solving autonomously
  • Based in Connecticut or within commuting distance to Westport (this is an in-office role)
Date Posted: 24 May 2025
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