Landseer seeks talented investment professionals who have a passion for investing and are dedicated to the interests of our clients. If you are interested in applying for the following opportunities, please send a cover letter and your résumé to email@example.com.
Investment Data Analyst
The investment data analyst oversees the aggregation, management and analysis of data related to existing and new portfolio investments. Key responsibilities include:
Oversight of the day-to-day data aggregation and information management for all investments within Landseer client portfolios. The task includes organizing and creating processes for the systematic aggregation and analysis of data relating to diverse portfolios of public equity, credit and private market investments (including hedge funds, private equity, real estate and real assets investments).
Production of monthly and quarterly performance reports for Landseer clients. Includes tracking monthly performance, allocations, unfunded commitments, cash transfers and reconciling activity in client portfolios.
Supporting the investment team in monitoring and analyzing existing and new investments. This includes having primary responsibility for maintaining “one-pagers” on all client investments. Data aggregated include various types of performance attribution, exposure summaries, AUM and other types of analysis that monitor the evolution of the investment opportunity and the quality of execution of the investment.
The position offers significant opportunity to expand into other aspects of investment analysis and underwriting depending upon the applicant’s mastery of key financial concepts and investment acumen.
2 to 4 years of relevant work experience
Bachelor’s degree in accounting, finance and/or computer science
Basic knowledge of financial instruments and investment accounting presentation
Strong Excel skills, as well as experience working with Bloomberg
Ability to work both autonomously and collaboratively in an unstructured environment
Ability to multitask and manage deadlines for short-term, long-term and ad-hoc assignments
Landseer Advisors LLC is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy), national origin, age, sexual orientation, military status, marital status, or disability as required by applicable federal, state, and local law.