Family Office- Performance Analyst
Hi guys, I didn't initially plan on getting into finance but ended up doing corporate lending for a large bank. Have been there for two years and am looking for a change.
I recently stumbled upon a job at a family office with AUM of a few billion for a "performance analyst" role for their alternative investment arm, which invests in mutual funds and VC's. The responsibilities aren't glamorous or anything:
• Perform analysis of investment portfolio performance and generate investment reports • Update investment data • Maintain relationships and regular communication with fund managers • Assist with researching new fund managers and alternative investment opportunities • Prepare long term cash flow forecasts and plans by projecting distributions and capital calls, and preparing tax estimates
Does anyone familiar with family offices know if there might be any sort of room for growth or a next step somewhere else with this sort of role? The people at the office are great but I don't want to be stuck in a job that isn't challenging or one where I can't advance.
If it matters I am a CFA level 3 candidate (passed levels I and II)
Related Resource: WSO Family Office Database
My opinion, this all comes down to how much time you get to spend doing this:
The rest of the job description sounds very administrative. I would ask some very pointed questions about how much time you get to spend researching investment opportunities vs the rest. That would inform whether or not you'll develop any real marketable skills in the role, or if you're just going to be a glorified secretary.
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