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Bonaventure · 3 months ago

Analyst to the CEO

Alexandria, VA, US

Full-time

Onsite

Senior Level

$110K/yr - $130K/yr

5+ years exp

Bonaventure is seeking a highly intelligent and self-directed analyst to work directly with the CEO, gaining exposure to high-level strategy and personal finance. The role involves financial analysis, research, and project management, focusing on managing a public stock portfolio and supporting board-level business decision making.

Property ManagementReal EstateVenture Capital

H1B Sponsor Likely

Responsibilities

Manage and monitor public stock portfolios, including performance tracking and rebalancing recommendations

Ad hoc projects

Maintain and update personal financial statements and related documentation

Analyze trust loan structures and opportunities

Conduct due diligence on new business and investment opportunities

Coordinate with external advisors and internal stakeholders to drive project execution

Prepare executive-level summaries and recommendations for strategic decisions

Provide analytical support for businesses where the CEO serves on the board

Assist in evaluating acquisition opportunities

Lead execution of specific initiatives, i.e. business acquisition due diligence, new product launches, competitor analysis

Support a varied of insurance related business investment

Qualification

Financial modelingInvestment analysisProject managementCorporate financeFamily office operationsMultitasking abilitiesTrust structuresInsurance knowledgeAlternative investments

Required

5+ years of experience in finance / private equity field

Exceptional financial modeling and analytical skills

Experience in investment analysis, corporate finance, or family office operations

Strong project management and multitasking abilities

Preferred

Familiarity with trust structures, insurance, and alternative investments is a plus

Company

Bonaventure

Bonaventure is a real estate investment firm that focuses on property management, construction and architecture.

Founded in 1999

Alexandria, Virginia, USA

51-200 employees

https://bonaventure.com/

H1B Sponsorship

Bonaventure has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2024 (1)

2021 (1)

Funding

Current Stage

Growth Stage

Leadership Team

Alicia Guidotti

Chief of Staff to CEO

Dwight Dunton

Founder and CEO

Recent News

GlobeNewswire

Stability by Design: Bonaventure Launches Promenade Pointe DST

2026-01-09

GlobeNewswire

UPDATE - Stability by Design: Bonaventure Launches Promenade Pointe DST

2026-01-09

citybiz

Bonaventure Appoints Mike Auerbach as Chief Growth Officer and Barrett Lowell as Head of Asset Management

2025-08-08

Company data provided by crunchbase