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Investment associate - single family office - boston, ma

Boston
Page Executive
Posted: 15 July
Offer description

Job Description

Reporting to the CEO of the US, the Investment Associate is responsible for providing analytical support to senior leadership and the team. The primary duties include:

* Preparing financial models (LBOs across industries and sectors)
* Analyzing financial data and reviewing direct equity investments
* Evaluating data to inform financial decisions
* Developing investment theses
* Screening private investments and conducting due diligence
* Conducting market and industry research
* Performing investment analysis and preparing memos
* Monitoring portfolio performance
* Recommending future investments
* Producing quarterly sector research reports

Please note, this role requires presence in Downtown Boston with some flexibility; it is not remote. This is an exclusive, retained position with Page Executive Boston. Apply today for immediate consideration!

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