I have an interview with a multi-family office with $10+ billion AUM. I'm just wondering if this role is front office? I understand family office investment analysts are sort of a jack of all trades when it comes to analyzing investments. I just don't want to take this job thinking I will get investing experience and end up being a fund of funds analyst.
Job description:
- Conduct analysis and execute projects for client portfolios (including issues ranging from investment management to wealth transfer to tax planning)
- Generate portfolio and wealth management presentations for existing clients and marketing presentations for prospective clients
- Assist in the due diligence and monitoring of investment managers (both traditional and alternative)
- Prepare reporting for internal meetings relating to clients, prospects, and investment managers
- Coordinate with senior team members to resolve complex client requests/issues
No, this is fund of fund. The give away is "due diligence and monitoring of investment managers".
The first bullet point is all jargon, but I assume the "investment management" part means a client decides to hand us another $100m so how do we allocate that among existing or new portfolio managers. There doesn't seem to be any front office research aspect.
Where's this firm located?
NYC.
Focus less on if its 'front office' or what and if you'll learn skills that you like and enjoy . you won't be doing in depth analysis on one niche of product but youll learn a lot across a wide breadth of assets and learn how they intertwine
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