Investment Analyst - Westport, United States - Dalio Family Office

Dalio Family Office Westport, United States

3 weeks ago

Description

Investment Analyst - Private Markets - Manager Selection

Dalio Family Office

Dalio Family Office Overview:

The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The core of the DFO's culture is built around meaningful work and meaningful relationships and the family's commitment to giving back. The office is headquartered in Westport, CT with satellite offices in New York City, Singapore, and Abu Dhabi.

Investment Pillar Overview:

The Investment Pillar of the DFO is responsible for the management of the investment portfolios for the various entities associated with the Dalio Enterprise.

Position Summary:

The DFO is seeking an entrepreneurial, intellectually curious and motivated individual with at least 1 year of financial industry experience to become an integral member of the close-knit Private Markets team. The Private Markets team is responsible for overseeing and evaluating illiquid investments (such as private equity, venture capital, real estate, credit, and related investments) within the Investment Pillar of the DFO. This role will focus on manager selection across private investment sub-categories. While covering the Private Markets portfolio, the successful candidate may be asked to work on broader investment-related projects or in other asset classes. This is a three (3) year term position that may be extended should the opportunity evolve accordingly. It is not uncommon for a successful candidate to pursue their MBA after the 3-year term and be mentored and coached in his or her pursuit should the candidate have interest. Additionally, this is a unique opportunity to receive training in Private Markets investments at a sophisticated family office platform. The expectation is for this position to work out of the New York City office and travel to the Westport office when needed.

Responsibilities include, but are not limited to:

Overall: Assist in the evaluation, selection, and monitoring of Private Markets investment managers. This includes supporting all aspects of the investment due diligence and monitoring process, including documenting meetings with existing and prospective managers, obtaining and maintaining all necessary data, assisting in the quantitative and qualitative assessment of investments, and monitoring the progress of existing exposures.
Proactive Research: Create and maintain reports to track prospective investments and areas of opportunity. This includes ongoing pipeline management; analysis of managers, companies, and investment themes; putting together market maps when applicable; and comparing the attractiveness of opportunities within and across private sub-categories.
Investment Due Diligence: Support the manager due diligence process by liaising with managers to collect necessary information, performing targeted analyses, participating in due diligence meetings and reference calls, and recording and summarizing the takeaways from these activities.
Investment Recommendation: Assist in producing materials supporting the investment recommendation process, including investment memos, presentations, and evaluation/scoring of investment criteria.
Portfolio Monitoring: Create and maintain models to project investment exposures, outcomes, and liquidity. Analyze portfolio exposures, leveraging third-party software as needed.
Reporting: Assist in the preparation of reporting materials for key DFO stakeholders.
Process Improvements: Assist in driving quality and process improvements for data analysis, management, and integrity.
Strategic Projects: Assist in executing special project requests on an as-needed basis.

Apply for this role if you have:

At least 1 year of finance or business experience.
Strong analytical and quantitative capabilities.
Intellectual curiosity and critical reasoning skills.
Highly motivated self-starter. Desire to "roll up his/her sleeves" to get the job done, and to learn.
Resourcefulness in thinking "outside the box" and finding ways to obtain information when needed.
Superior written and verbal communication skills.
Attention to detail, ability to juggle multiple tasks and respond to changing priorities.
High ethical and professional standards.
Ability to function well as a member of a small team. Track record of being open, collaborative, dependable, coachable, and supportive in the long-term interests of the team.
Fluency in Microsoft Excel and PowerPoint.
Open to travel to various global jurisdictions in support of portfolio goals.
Passionate about the meritocratic culture described by Ray Dalio in his book Principles: Life and Work.

Qualifications:

At least one year of experience in investment management, finance, business or related role.
Bachelor's degree demonstrating strong academic performance; significant coursework in economics or finance preferred.

Compensation:

Compensation for the role includes a competitive salary in the range from $100,000 - $140,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including a comprehensive employer paid medical plan and generous employer match for 401k.

Please note that we do not provide immigration sponsorship for this position.

At the DFO, we believe our biggest asset is our people. We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture. The DFO treats all candidates and employees with respect and does not discriminate in our recruiting, hiring, and promoting processes and general treatment during employment, including on the basis of actual or perceived race, creed, color, religion, sex, age, sexual orientation, gender identity and/or expression, alienage or national origin, ancestry, citizenship status, marital status, veteran status, or disability.

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