- No more than three years of work experience following completion of undergraduate program
- Strong analytical skills and attention to detail
- Experience in finance and portfolio management
- Proficiency in financial modeling
- Knowledge of investments and financial markets
- Bachelor's degree in Finance, Economics, or related field
- Excellent written and verbal communication skills
- Ability to work independently and as part of a team
- Experience in private equity or venture capital is a plus
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Investment Analyst - West Palm Beach, United States - Trog Hawley Capital LLC
Description
Company Description
Trog Hawley Capital is a single-family office established in 2012, located in West Palm Beach, Florida. We invest across various asset classes, including public equities, real estate, private equity, fixed income, and venture capital. Our team consists of serial entrepreneurs, operators, and investment professionals with experience in founding and building companies valued at over $1 billion combined. In addition to our investment management functions, Trog Hawley Capital provides a full suite of back-office services, including private banking, private trust services, tax compliance work, expense management, and bookkeeping.
Role Description
This is a full-time on-site role for an Investment Analyst at our West Palm Beach, FL location. The Investment Analyst will be responsible for conducting research, analyzing investments, financial modeling, portfolio management, and supporting the investment team in various tasks. You will prepare various management reports, assist in evaluation and analysis of financial information, and support the day-to-day administrative activities of the Company. The Investment Analyst will report to the Chief Investment Officer, who will assist in training and provide ongoing support and supervision.
Major Responsibilities
Daily maintenance of third-party investment reporting system
Weekly, monthly, and quarterly private investment updates
Monitoring portfolio positions and placing trades with approval of Portfolio Manager
Preparation of quarterly investment materials to be distributed to investors
Assist in the research and evaluation of both public and private investment opportunities
Preparation of equity research reports
Financial modeling and market research for private investments
Independent investment idea generation
Ad hoc reporting and analysis as required by management
Qualifications
Compensation
Competitive compensation, commensurate with experience and skillset. Generous benefits package includes medical, dental, and vision along with FSA, 16 days PTO, and 401(k) plan with matching contributions.
***Please submit resumes in PDF format.
