Analyst

This is a hands-on role offering exposure across private equity, portfolio management, and family office operations within a dynamic, entrepreneurial environment.
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Responsibilities:
• Conduct financial and portfolio analysis, research, and data reconciliation
• Support private equity fund operations, investor reporting, and document management
• Prepare performance reports and materials for client and internal meetings
• Collaborate with senior leadership on special projects and firmwide initiatives
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Qualifications:
• 2–4+ years of relevant analyst experience in finance, investments, or private equity
• Degree in Finance, Economics, Accounting, or related field
• Strong Excel and PowerPoint skills; CRM or portfolio system experience a plus
• Highly analytical, proactive, and adaptable in a fast-paced environment
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Perks:
Competitive compensation, 100% employer-paid health insurance, 401(k) with match, PTO cash-out, annual team events, and career development support