Senior Investment Analyst - TFO MGT LLC : Job Details

Senior Investment Analyst

TFO MGT LLC

Job Location : Sands Point,NY, USA

Posted on : 2025-01-14T16:24:51Z

Job Description :

Employer:

Virtual single-family office based out of New York investing in public equities, alternatives, real estate and fixed income, and providing a range of services to an extended family.

The family office was created after a liquidity event. The two brothers managed a successful business for decades, after which the family office was established.

The family consists of 3 patriarchs/matriarch, 10 next generation adults (including married-ins) and their 9 children, ranging from toddlers to college age.

Values-based family whose family mission is:

• Support for Health and Welfare of All Family Members

• Encourage and Support Education for All Family Members

• Commitment to a Range of Individual Lifestyles - Making a Productive Contribution to Society

• Commitment to Involvement in Community Service

• Preservation, Growth and Transfer of Wealth

• Governance and Succession Management

In addition to the investment management, the family office provides other advisory and operational services to the family.

Qualifications:

Ideal candidate has strong quantitative, analytical and communication skills who enjoys reading and possess a high level of intellectual curiosity and works collaboratively with internal and external parties. Candidate must be systems literate and have ability to extract/manipulate data. Ability to work in a team environment that is virtual. Seeks opportunity, propose solutions, extremely hands on, and also effective independently.

Responsibilities (included but not limited to):

• Investment Strategy & Research (current and future)

o Research

  • Keeping up to date with the macroeconomics, financial markets, economy and news and update family office executives and family members accordingly
  • Research investments held by the office, including underlying investments of any external managers
  • Proactively generate new ideas and present to team for potential investment

    • o Sourcing and due diligence for direct investments (public and private)

  • Can include individual securities, ETFs, direct private deals, fund investments, real estate

    • o Maintenance of an investment policy statement (IPS)

  • Working in tandem with family board's desired investing goals and risk tolerance
  • Development, implementation, and rebalancing of portfolio asset allocation

    • • Reporting & Analytics

    o Aggregation and reporting of investment portfolio

  • Develop performance reports of investments on a regular basis as directed by the board
  • Benchmark performance against various indexes and company investment strategy
  • Responsible for risk management and reporting together with CFO

    • • Investment Management & Administration

    o Investment strategy execution (in-house or outsourced)

  • Assist in manager or advisor selection
  • Maintain and develop relationships with external Investment Managers, including regular meetings
  • Foster relationships and liaison with: Investor Relations, Research Providers, Family members
  • Oversee Investment Advisor on assets managed by RIA

    • o Investment admin

  • Complete documentation for new investments as well as ongoing requirements
  • Attend investment conference and meetings
  • Maintain reporting calendar of all portfolio holdings
  • Coordinate with CFO on implications for investments on cash flow and taxes for different entity types (foundation, family partnership, individual holdings, trusts, etc)
  • Diligence/researching/modeling real estate investments

    • • Special Projects

  • Manage & assist special projects as needed
  • Roll up sleeves to do work across the task vertical (from investment administration/analysis, to execution and oversight)
  • Tax loss harvesting strategies

    • • Family & Office Support

  • Reviews and suggestions for investments held personally by next gen family members
  • Regular meetings with family office board, and individual family members on investments - review holdings, provide ratings and rationales
  • Provide next gen with investment education directly and through third parties

    • Education, Experience and Skill Requirements:

    • Minimum of 5 years of investment-oriented experiences with family offices or the financial services industry (PE, endowments, private banking, etc.) serving family offices

    • Statistical analysis abilities required

    • Knowledge in equities management and well versed in other asset classes (fixed income, private equity, venture capital and real estate)

    • Direct interface with portfolio managers

    • Able to work independently, take ownership of tasks and follow through w/ limited oversight

    • Must enjoy working on a small team, be a consummate team-player with excellent attention to detail and be able to clearly articulate and defend new ideas

    Location:

    • Occasional onsite meetings in NYC and Long Island

    • Preferred to be physically in the Greater NYC Area

    • Proficient in Microsoft Office Suite & Bloomberg

    • Graduation from an accredited university or college with a Bachelor's degree in economics, accounting, finance, business or related field and/or with MBA and/or CFA preferred (not required)

    Salary:

    Salary based on experience with competitive benefits package.

    Apply Now!
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