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Business Investment Associate
Business Investment AssociateConfidential • Fort Lauderdale, FL, United States
Business Investment Associate

Business Investment Associate

Confidential • Fort Lauderdale, FL, United States
[job_card.1_day_ago]
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  • [job_card.full_time]
[job_card.job_description]

Business Analyst / Investment Associate

Family Office | Full-Time | On-Site | Fort Lauderdale, FL

The Family Office is seeking a highly analytical, finance-driven Business Analyst / Investment Associate to support the Principal and Investment Team across research, diligence, portfolio monitoring, and financial modeling. This role mirrors a junior investment banking / private equity analyst environment—fast-paced, data-oriented, and requiring exceptional attention to detail—while offering broader exposure across multiple asset classes.

The ideal candidate is intellectually curious, proactive, and comfortable working in a small, high-trust environment with direct access to senior decision-makers.

Key Responsibilities :

  • Conduct quantitative and qualitative research across public markets, private equity, venture, real estate, and alternatives.
  • Build and maintain detailed financial models (DCF, LBO, operating models, sensitivity analyses).
  • Develop investment memos, dashboards, and evaluation frameworks for prospective opportunities.
  • Track and report portfolio performance, analyze variances, and identify optimization opportunities.
  • Aggregate and interpret operational and financial data, translating it into actionable insights.
  • Support end-to-end diligence for direct investments, co-investments, and fund commitments.

Qualifications :

  • Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or related field.
  • 1–3+ years in investment banking, private equity, consulting, asset management, or a data / analytics-heavy role.
  • Strong Excel skills with financial modeling and valuation experience.
  • Exceptional analytical, problem-solving, and written communication skills.
  • High integrity, confidentiality, and professionalism suitable for a Family Office.

    • Preferred :

  • Experience with BI tools (PowerBI, Tableau, etc.).
  • Exposure to alternative assets or family office operations.
  • Familiarity with corporate structures, tax, or wealth planning a plus.

    • Soft Skills & Traits :

  • Highly analytical with intellectual curiosity.
  • Solutions-oriented with a bias toward action.
  • Comfortable coordinating with senior stakeholders.
  • Strong organizational skills and ability to manage multiple workstreams independently.

    • If you thrive in a fast-paced, investment-focused environment and want to work closely with senior decision-makers , this is a unique opportunity to gain multi-asset exposure and make an immediate impact.

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    Investment Associate • Fort Lauderdale, FL, United States

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