Job Description

Job Title: Investment Analyst | Multi-Asset Family Office

Location: San Francisco, CA (In-Person)

Company: Confidential Family Office

About the Role

Our client, a confidential family office with a broad investment mandate, is seeking a sharp and driven Investment Analyst to join their lean, high-performance team in San Francisco . The family office actively invests across public markets, private equity, venture capital, and alternative assets — with a particular interest in tech and emerging industries.

This is a unique opportunity to work closely with senior decision-makers and gain hands-on exposure across asset classes in a fast-paced, entrepreneurial environment.

Key Responsibilities

• Investment Evaluation: Analyze potential opportunities across public equities and private markets, with an emphasis on tech and high-growth sectors.
• Financial Modeling & Valuation: Build and maintain detailed financial models to assess company fundamentals, market positioning, and investment risks.
• Market Research: Track trends in global financial markets and emerging technologies; identify themes and companies aligned with the firm’s strategic interests.
• Diligence & Execution: Support transaction diligence across asset classes; collaborate with legal, operational, and investment partners.
• Reporting: Prepare investment memos and internal presentations to support decision-making by the investment committee.

Qualifications

• 1+ year of experience in investment banking (TMT/FSG), equity research, hedge funds, trading, private equity, or PEG at top consulting firms
• Strong financial modeling and analytical skills
• Exposure to public markets is required; tech-focused experience preferred
• A degree from a top-tier university (e.g. Stanford, Harvard, UPenn, etc.)
• Demonstrated passion for markets, investing, and emerging technology trends
• Highly responsive, detail-oriented, and thrives in a fast-moving environment with direct feedback

Nice to Have

• Experience in private equity or venture capital
• A strong personal interest in tech, financial news, and investing (e.g. Acquired podcast, HackerNews, FinTwit)

Why This Role?

• Work closely with a highly experienced investment team on high-impact decisions
• Exposure across public and private investments with a focus on innovation and growth
• Join a tight-knit team with a flat structure and direct access to leadership
• Help shape the portfolio strategy of a sophisticated family office

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