Selby Jennings is partnering with a Family Office in the Southern California area looking for an Investor to join their growing team. This Family Office is looking for an motivated individual to work on global investments and internaitonal portfolio management, working closely with deal teams, C-Suites, and others.
Ideal candidates come from Investment Banking or Private Equity backgrounds, with a mix of Debt and M&A experience coming from coverage and/or product groups.
Qualifications
- Education: Bachelor's degree in finance, economics, accounting, or a related field; a Master's degree (e.g., MBA) or CFA/CPA designation is often preferred.
- Experience: 3-8 years in Investment Banking or Private Equity, ideally with experience in with private clients and Debt Capital Markets and/or M&A.
- Financial Expertise: Strong understanding of financial markets, asset classes, investment strategies, and risk management techniques.
- Analytical Skills: Proficiency in financial modeling, portfolio analysis, and investment due diligence.
- Regulatory Knowledge: Familiarity with regulatory requirements, compliance, and tax considerations for high-net-worth families.
- Communication Skills: Ability to communicate complex investment concepts clearly and effectively to non-financial stakeholders.
- Relationship Management: Strong interpersonal skills to manage family relationships and coordinate with external partners and advisors.
If there's interest, don't hesitate to apply!
