Investment Analyst: Public and Private Markets

Explore a rewarding career as an Investment Analyst with Broadstreet Properties. This role involves supporting investment research and managing diverse portfolios in a lean, collaborative team.

As part of our private family office, your duties will align with strategic investment decision-making across multiple asset classes. You will work closely with the Portfolio Manager, focusing on performance tracking, risk analysis, and data accuracy while utilizing advanced reporting tools.

Key Responsibilities:

• Conduct research on North American large-cap equities

• Support private equity and alternative investment due diligence

• Build financial models and monitor market trends

• Assist in portfolio rebalancing and tactical allocation

• Prepare detailed investment reports for stakeholders

Requirements:

• Education in Finance, Accounting, or related field

• 3+ years in investment analysis or asset management

• Strong understanding of financial valuation methods

• Advanced skills in Excel and reporting tools

• CFA designation progress is a plus

Support investment strategies and drive portfolio success at Broadstreet Properties.
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