Confidential · 2 weeks ago
Business Investment Associate
Fort Lauderdale, FL
Full-time
Onsite
Entry, Mid Level
1+ years expConfidential is a Family Office seeking a highly analytical, finance-driven Business Analyst / Investment Associate to support the Principal and Investment Team. The role involves conducting research, financial modeling, and portfolio monitoring across various asset classes in a fast-paced environment.
Marketing & Advertising
Responsibilities
Conduct quantitative and qualitative research across public markets, private equity, venture, real estate, and alternatives
Build and maintain detailed financial models (DCF, LBO, operating models, sensitivity analyses)
Develop investment memos, dashboards, and evaluation frameworks for prospective opportunities
Track and report portfolio performance, analyze variances, and identify optimization opportunities
Aggregate and interpret operational and financial data, translating it into actionable insights
Support end-to-end diligence for direct investments, co-investments, and fund commitments
Qualification
Required
Bachelor's degree in Finance, Economics, Accounting, Mathematics, or related field
1–3+ years in investment banking, private equity, consulting, asset management, or a data/analytics-heavy role
Strong Excel skills with financial modeling and valuation experience
Exceptional analytical, problem-solving, and written communication skills
High integrity, confidentiality, and professionalism suitable for a Family Office
Preferred
Experience with BI tools (PowerBI, Tableau, etc.)
Exposure to alternative assets or family office operations
Familiarity with corporate structures, tax, or wealth planning a plus
Company
Confidential
This page is owned and operated by JAF HOLDINGS INC. All rights reserved 2025. jafholdingsinc.com
Silicon Valley, California US, US
51-200 employeesFunding
Current Stage
Growth StageLeadership Team
Roshan Syed
Global Talent Partner
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