Senior Investment Analyst, Roch

Roch Capital, a privately held capital management firm and family office in Glen Mills, PA focused on private equity and real estate, is hiring a Family Office Senior Investment Analyst. The analyst administers the firm's investment portfolios: monitoring performance and risk, research and due diligence on new deals, investment memos, writing and maintaining Investment Policy Statements, liquidity and cash management, and regular reviews with investors, business managers and trustees.

Requires 5+ years administering portfolios for individuals, trusts, foundations or entities, with CPA, CFA, IA or CIPM preferred.

Roch Capital aims to derive superior returns through diverse high quality investments focused in Private Equity and Real Estate. We hold these investments directly as well as through strategic partnerships including LP and GP JVs, Co-Sponsor ships, and third party fund structures.

Roch Capital, a privately held capital management firm headquartered in Glen Mills, PA, is hiring a Senior Investment Analyst.

This position reports in-office Monday through Friday, 8am – 5pm.

The Family Office Senior Investment Analyst is responsible for the administration of the Firm’s investment portfolios. Responsibilities include performing market research and industry analysis, conducting due diligence and financial analysis on potential investments, writing, maintaining, and monitoring adherence to Investment Policy Statements (IPS), and managing the liquidity needs of the portfolios. The Sr. Investment Analyst will meet with Investors and Business Managers regularly to review investment results and present new investment opportunities.

The Sr. Investment Analyst will ensure the investments and the administration of the investments are in accordance with the guidelines of the trust and entity documents.

• Monitor existing investment portfolios, analyze investment performance, identify key drivers and risks.
• Provide regular reporting on performance, asset allocation and trends, including appropriate narratives.
• Perform market research and industry analysis to identify potential investment themes and opportunities.
• Conduct thorough due diligence and financial analysis on potential investment opportunities.
• Preparation of investment memos and presentations.
• Support the evaluation and execution of investment transactions, including financial modeling and deal structuring.
• Review investment performance of external investment managers/advisors.
• Develop Investment Policy Statements (IPS) for the investment portfolios. Review IPSs annually and update as appropriate based on changing return requirements, risk tolerances, liquidity needs and investment environment.
• Ensure compliance with investment provisions of trusts, estate, corporate entities, and foundations legal documents.
• Assist Trustees in the administration of fiduciary responsibilities including providing investment reporting and documenting actions taken in the administering of the trusts’ investments.
• Meet regularly with Investors and Business Managers to review investment results, liquidity needs, changes in risk tolerance and management of the portfolio.
• Review daily cash reports to ensure cash needs are met and funds are optimally invested. Assist with liquidity planning and treasury functions.
• Assist with managing investment service providers.
• Review system data on investments for accuracy, completeness, consistency, and reliability. Ensure adequate data quality controls in place.
• Assist with monthly, quarterly, and annual financial reporting packages.
• Keeping abreast of industry trends, regulations, and best practices.
• Contributing to the development and enhancement of investment processes and tools.
• Assisting with ad-hoc projects and…