Senior Investment Analyst

Primary Responsibilities

• Support and, as appropriate, lead investment due diligence across asset classes including equity, hedge funds, fixed income, private equity, and others.
• Prepare analysis and materials for investment committee review and presentations.
• Attend regular diligence meetings and calls with current and potential investment managers.
• Aid in the portfolio construction, reporting, and ongoing management of investment strategies.
• Support the preparation of internal and external investment communications, including presentations, commentaries, and investment reports.
• Support responses to client-related investment inquiries and reporting needs.
• May represent the investment team in external meetings with clients and other constituents.

Required Education, Skills & Experience

• Bachelor’s Degree required (finance preferred.)
• Minimum 3 years of full-time investment experience at an RIA, MFO, endowment/foundation, or similar institution.
• Chartered Financial Analyst™ (CFA) designation preferred.
• Advanced Excel and PowerPoint skills; comfort with learning analytical software systems such as Bloomberg, Addepar, FactSet and Morningstar Direct.
• Strong analytical mindset with demonstrated investment judgment and a sustained interest in investments.
• Ability to invest alongside clients, including in private equity and hedge fund allocations.
• Highly self-motivated with the ability to manage projects independently.
• Ability to collaborate effectively and contribute within a high-performing team.
• Ability to exude the True North core values.

Benefits & Perks

• Competitive base salary
• Competitive bonus potential based on successful execution of firm goals and individual performance metrics
• 15 days of Paid Time Off (PTO) for new employees; increases to 18 days after the second year and increases from there per a schedule
• Volunteer Time Off (VTO)
• Telecommuting opportunities
• 401(k) with employer contribution
• Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
• Employer reimbursement for professional designations and continuing education
• Free Financial Planning services for employees and their spouses
• Collaborative culture with year-round engagement events including happy hours, coffee chats, lunches, and more!