Gresham Partners · 8 hours ago
Investment Analyst - Private Team
Chicago, IL
Full-time
Onsite
Entry, Mid Level
$100K/yr - $110K/yr
2+ years expGresham Partners is a Chicago-based investment and wealth management firm founded in 1997, serving ultra-high net-worth families. The Investment Analyst will focus on private market investment opportunities, support the investment team with analytical needs, and contribute to investment recommendations and performance analysis.
ConsultingFinancial ServicesWealth Management
No H1B
Responsibilities
Support the investment team in a variety of analytical needs, including the creation and improvement of analytical tools, and the sourcing and incorporation of data to improve investment insights and decision making
Support manager due-diligence and ongoing surveillance analysis
Attend and participate in in-house manager meetings
Assist in preparing, editing, and organizing investment recommendations and support material for investment committee meetings
Assist in preparing performance reports and analysis
Contribute to the identification and evaluation of significant investment themes that influence client asset allocation decisions
Contribute to research projects on different investment strategies, markets, and geographies
Contribute to regular client investment updates, including Gresham’s Annual Outlook and periodic updates to clients
Support client service and business development teams as needed
Qualification
Required
Bachelor's degree with a preference for finance and strong academic performance
Strong quantitative and analytical skills
At least two years of previous financial industry experience
Strong familiarity with, and interest in, investment concepts and financial markets and models
Extensive experience in, and high proficiency with, Microsoft Office, particularly Excel
Independent thinker, puzzler solver and eager learner
Ability to elicit, value, and weigh conflicting opinions
Ability to evaluate conflicting mental models of investing down to a day-to-day business level
Self-motivated, proactive and a willingness to work productively and nimbly as part of a small team. demonstrated growth mindset driven by intellectual curiosity and humility
Strong communication skills, both verbal and written, with the ability to adjust your style to suit different perspectives and audiences; strong relationship-building skills
10% travel may be required
Ability to live and work in the U.S., Gresham Partners is not able to sponsor Visas for this position
Preferred
CFA candidate preferred
Company
Gresham Partners
Gresham Partners specializes in investment management and wealth planning services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ted Neild
Chief Executive Officer and Chief Investment Officer
Allison Lurie
Partner & Director of Operations
Recent News
2025-03-15
Business Wire
2023-09-27
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