Family Office Investment Analyst jobs in United States
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Selby Jennings · 2 days ago

Family Office Investment Analyst

Selby Jennings is a Miami-based multi-generational family office focused on long-term capital preservation and growth. They are seeking a highly motivated Investment Analyst to support the research, diligence, and monitoring of public equity investments, contributing to the firm's long-term investment strategy.

BankingEmploymentRecruiting

Responsibilities

Conduct deep fundamental research on companies across a range of sectors, including financial modeling, valuation analysis, and competitive landscape assessments
Monitor existing portfolio holdings, track key developments, and update financial models and thesis materials
Prepare investment memos, pitch materials, and ongoing reporting to support decision‑making
Gather and analyze industry data, earnings transcripts, regulatory filings, and research publications
Assist in idea generation and help build a pipeline of potential public equity investments
Participate in meetings with management teams, research providers, and industry experts
Contribute to ongoing improvements in research processes, data organization, and portfolio analytics

Qualification

Financial modelingValuation methodologiesEquity researchAnalytical abilitiesCommunication skillsInterest in public marketsProblem-solvingAttention to detailSelf-starter

Required

Bachelor's degree in finance, economics, accounting, engineering, or a related field
2-4 years of experience in equity research, investment banking or asset management
Strong financial modeling skills and deep familiarity with valuation methodologies
Excellent analytical and problem‑solving abilities, with attention to detail and intellectual rigor
Strong communication skills-able to synthesize complex information clearly and concisely
Self‑starter who thrives in a lean, entrepreneurial environment with high ownership
Passion for investing and a demonstrated interest in public markets

Company

Selby Jennings

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Global recruitment firm specialising in Banking

Funding

Current Stage
Late Stage
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