Investment Analyst

Position Overview

We are seeking a highly motivated, enthusiastic Investment Analyst to join our unique investment and services boutique – the leader in setting up and managing single-family offices. In this role you will research potential investments, prepare detailed investment recommendations, conduct comprehensive due diligence, and support strategic decision-making for our families’ customized portfolios. A significant amount of writing – including investment memos and PowerPoint presentations – is a critical component.

A strong candidate will be dynamic and curious with up to 3 years of relevant experience, ready to take initiative in sourcing new investments and independently assessing opportunity sets. You will play a critical part in delivering world-class service to our families while supporting the CEO and CIO on strategic planning and key initiatives. Excellent financial analysis, Excel modeling, and strong communication skills are essential.

Career Catalyst Opportunity: Joining (QP) Global as an Analyst provides unparalleled exposure to family office investing, portfolio construction, and sophisticated deal structuring. This dynamic, entrepreneurial environment offers hands-on experience, direct access to senior leadership, and a strong foundation for a successful career in investment management.

Job Type: Full-time | Work Location: In person

Key Responsibilities

• Financial Due Diligence – Conduct comprehensive financial analyses, including review of statements, valuation, fund strategy diligence, and modeling in Excel.
• Operational Due Diligence – Evaluate management capabilities, operational efficiencies, and risk management practices of investment targets.
• Legal Due Diligence – Collaborate with legal counsel to review contracts, regulatory compliance, loan documents, and other legal paperwork.
• Investment Research – Identify and analyze potential opportunities across asset classes, industries, and geographies to support the investment team.
• Portfolio Management – Assist in constructing and monitoring portfolios, including updating proprietary risk analytics and market forecasts.
• Excel Modeling – Develop and maintain complex financial models to assess investment opportunities and risk-return profiles.
• Reporting and Documentation – Prepare detailed investment memos, independent research reports, and presentations for senior management.
• Communication and Collaboration – Liaise with internal stakeholders and external advisors to ensure alignment and support for investment transactions.
• Continuous Learning – Stay updated on market trends, regulatory changes, and best practices in the industry.
• Ad Hoc Projects – Undertake special projects as assigned, often culminating in a comprehensive presentation for family office stakeholders.

Required Qualifications

• Undergraduate degree from a reputable university with top academic performance.
• Relevant internships and up to 3 years of experience in financial services, such as investment banking, private equity, or family office roles.
• Strong financial analysis skills with proficiency in Excel modeling and valuation techniques.
• Excellent written and verbal communication skills with exceptional attention to detail.
• Ability to manage multiple projects and thrive in a fast-paced, collaborative environment.
• High level of professionalism, integrity, and discretion in handling confidential information.

Preferred Qualifications

• Knowledge of legal and regulatory frameworks governing investments.
• CFA, CPA, or other relevant certifications/licenses.

Benefits & Perks

• Compensation: Up to $80,000.00 per year
• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance