Senior Associate, Investments
$100,000–$150,000 year
Remote · Chicago, Illinois, United States or New York City, New York, United States
Chicago, Illinois, United States or New York City, New York, United StatesRemoteFull Time$100,000–$150,000 yearMid LevelBachelors DegreeSmall
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Small
Job Summary
The Zell Family Office is seeking a Senior Associate for Investments to manage multi-asset portfolios, requiring strong analytical skills and 4+ years of investment experience, preferably from a family office. Candidates should have a Bachelor's degree and financial modeling experience.
Required Qualifications
- Bachelor’s degree in finance, economics, accounting, business administration, or related field
- Minimum 4+ years of experience in investment banking, private equity, or asset management
- Experience conducting investment due diligence and manager sourcing
- Knowledge of investment products is essential
Desired Qualifications
- MBA, CFA, or similar professional designation preferred
- Strong proficiency in Excel and financial modeling
- Experience with portfolio management tools and third-party research platforms
- Demonstrated ability to manage multi-asset portfolios
- Excellent communicator (verbal and written)
- Strong analytical, quantitative, and qualitative skills
- Ability to collaborate and build trust within a team
Additional Requirements
- The Zell Family Office does not accept unsolicited resumes and will not pay for placements resulting from unsolicited resumes
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