Confidential Family Office

Family Office Investment Analyst

Confidential Family Office

Confidential Family Office / Private Client Estate

$110,000 - $120,000 /year

New York, United States (Onsite)

Finance, Legal & Compliance

Mid-Level

Last updated 2026-05-12T06:01:07.018Z

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About the role

Overview

The Investment Analyst will focus on new investment analysis, portfolio monitoring, and the development of an AI-native reporting and analytics infrastructure, working closely with senior leadership.

Skills

Data Analysis Market Research Dashboards Communication Strategy

Candidate requirements

These are the minimum requirements a candidate must meet to be considered for this role.

  • 1 – 3 years experience in investment banking, venture/growth equity, or a data/analytics role with meaningful financial modeling exposure
  • Demonstrated, hands-on proficiency with AI coding tools — Claude Code, GitHub Copilot, Cursor, or equivalent; must be able to show prior work

About Confidential Family Office

An 'employer' for those who work in confidential private family offices, royal households and private estates and don't wish to disclose their employers' details.

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