Capricorn Investment Group · 1 day ago
Investment Analyst - 2 Year Program
New York, NY
Full-time
Onsite
Entry, Mid Level
$125K/yr - $125K/yr
1+ years expCapricorn Investment Group is a sustainable investment platform that has been serving families, foundations, and institutional investors for over 20 years. The Investment Analyst will support the firm's investment strategy and portfolio management process, gaining exposure to various asset classes while focusing on portfolio analysis, investment due diligence, and monitoring investments.
FinanceFinTechVenture Capital
Responsibilities
Support portfolio management through market, performance and risk analysis
Support investments into funds by assisting in sourcing, due diligence, negotiating, monitoring, and exiting investment opportunities
Build financial models to support portfolio management and investment due diligence outlined above
Integrate sustainability and diversity considerations into the investment process, as well as underwriting and engagement with fund managers
Prepare and present comprehensive investment recommendation documents for the investment committee detailing the investment thesis and due diligence on an investment opportunity with supporting quantitative models and analysis
Actively participate and engage in collaborative discussions on all investments recommended for inclusion into the portfolio
Map and monitor the landscape of funds in various asset classes/impact verticals
Engage with colleagues across the firm on special projects as needed
Be a positive contributor to our high-performing, impact driven culture
Qualification
Required
1 – 4 years of experience in investment banking, investment/asset management, financial data analytics, or a top tier consulting firm
Proficiency with data/financial modeling skills in Excel and general knowledge of accounting, finance, portfolio theory and capital markets
Experience or strong interest in returns-driven sustainable investing
Ability to articulate and defend well-reasoned opinions through both oral and written communication with strong attention to detail
Proactive, autonomous, and intuitive ambition to problem-solving with limited oversight
Ability to analyze and identify the central issue in complex situations
Minimum education: BA/BS in Finance, Economics, Engineering, or Data Analytics
Willingness to travel up to 10% of the time
Preferred
Experience with some of the following data providers is preferred: Preqin, Pitchbook, Bloomberg, Capital IQ, Burgiss
Experience maintaining a CRM system is preferred
SQL and Python experience is a plus
Benefits
Performance & incentive bonus compensation
Comprehensive benefits
Company
Capricorn Investment Group
Capricorn Investment Group invests in the public equity, fixed income, private equity, and real assets markets.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Dipender Saluja
Managing Director
Jeffrey S. Skoll
Founder
Recent News
alleywatch.com
2025-12-16
Renewable Energy Magazine
2025-12-16
2025-12-14
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