Investment Analyst – 2 Year Program
Company Background
Capricorn is a sustainable investment platform serving families, foundations, and institutional investors for more than 20 years as a full-service Outsourced Chief Investment Officer, building endowment-style portfolios for families and foundations, and through select impact investment products.
Capricorn was born from a belief that sustainable investment practices can enhance risk-adjusted returns. Underlying this investment approach is a deep desire to demonstrate the investment potential that resides in breakthrough commercial solutions to the world’s most pressing problems.
With offices in New York City and Palo Alto, the firm has grown to manage $12 billion in multi-asset class portfolios for families, foundations, and institutional investors across the world.
It is Capricorn’s belief that diversity and inclusion contribute positively to an investment firm’s success. Our team is gender balanced, includes over ten nationalities, and speaks over a dozen languages.
For more information about our firm, please visit www.capricornllc.com
Job Description
The Investment Analyst will support all aspects of the Firm’s investment strategy and portfolio management process as part of the OCIO and the Sustainable Investors Fund mandates. While Capricorn also has a venture capital arm (the Technology Impact Fund), the Analyst role will not focus on that activity.
The Analyst program is a 2-year program during which you will support the investment process from portfolio analysis to investment origination, and the commitment of capital into external fund managers. You will gain exposure to investment funds and the underwriting process across all asset classes (Venture Capital, Private Equity, Real Assets, Public Equities, Hedge Funds, Credit Funds, etc.). Your primary responsibilities will include portfolio analysis, investment due diligence & underwriting and monitoring of new and existing investments into funds for both the OCIO platform and the Sustainable Investors Fund partnership. At the end of the 2-Year program, candidates are encouraged to seek new professional or academic opportunities. Candidates may be invited to remain with Capricorn at the discretion of the firm.
Responsibilities
- Support portfolio management through market, performance and risk analysis.
- Support investments into funds by assisting in sourcing, due diligence, negotiating, monitoring, and exiting investment opportunities.
- Build financial models to support portfolio management and investment due diligence outlined above.
- Integrate sustainability and diversity considerations into the investment process, as well as underwriting and engagement with fund managers.
- Prepare and present comprehensive investment recommendation documents for the investment committee detailing the investment thesis and due diligence on an investment opportunity with supporting quantitative models and analysis.
- Actively participate and engage in collaborative discussions on all investments recommended for inclusion into the portfolio.
- Map and monitor the landscape of funds in various asset classes/impact verticals.
- Engage with colleagues across the firm on special projects as needed.
- Be a positive contributor to our high-performing, impact driven culture.
Professional Experience / Qualifications
- 1 – 4 years of experience in investment banking, investment/asset management, financial data analytics, or a top tier consulting firm.
- Proficiency with data/financial modeling skills in Excel and general knowledge of accounting, finance, portfolio theory and capital markets.
- Experience or strong interest in returns-driven sustainable investing.
- Ability to articulate and defend well-reasoned opinions through both oral and written communication with strong attention to detail.
- Proactive, autonomous, and intuitive ambition to problem-solving with limited oversight.
- Ability to analyze and identify the central issue in complex situations.
- Experience with some of the following data providers is preferred: Preqin, Pitchbook, Bloomberg, Capital IQ, Burgiss.
- Experience maintaining a CRM system is preferred.
- SQL and Python experience is a plus.
- Minimum education: BA/BS in Finance, Economics, Engineering, or Data Analytics.
- Willingness to travel up to 10% of the time.
What we offer
- A competitive total compensation package inclusive of base salary, performance & incentive bonus compensation, and comprehensive benefits.
- Base Salary: $125,000.
- Dynamic professional environment within an entrepreneurial organization working alongside an international and diverse team.
To apply, please send your resume to: employment@capricornllc.com with ‘Investment Analyst’ in the subject line. Please outline your motivation for applying to this role in your email.
We value all forms of diversity and encourage candidates of all backgrounds and experiences to join our team.
