Senior Investment Analyst

Richmond - USA

Monthly Salary: Not Disclosed

Posted on: 07-09-2025

Vacancies: 1 Vacancy

Job Summary

About the Company

We are a second-generation family-owned enterprise with diverse business operations and a global investment platform. Our investment arm actively manages four distinct portfolios that include hedge funds private equity and direct equity holdings. Business operations include luxury golf resorts manufacturing leasing and real estate. Rooted in stewardship and long-term performance we are committed to thoughtful capital allocation disciplined monitoring and multigenerational wealth preservation.

Position Overview

The Senior Investment Analyst will play a key role in supporting the management analysis and reporting of the familys investment portfolios. This position combines detailed analytical work with big-picture strategic thinking and offers a unique opportunity to contribute directly to an investment platform built on trust performance and generational continuity. The ideal candidate is highly analytical organized and discreet with strong judgment and a collaborative mindset.

Key Responsibilities

Portfolio Analysis & Monitoring

Track performance and risk metrics across hedge funds private equity commitments and direct investments.
Assist in the preparation of quarterly portfolio reviews cash flow projections and performance dashboards.
Maintain investment databases capital calls distribution schedules and NAV updates.

Due Diligence & Research

Conduct fundamental and qualitative analysis on new investment opportunities.
Prepare internal investment memos summarizing thesis risks and alignment with family objectives.
Monitor market trends fund manager updates and macroeconomic indicators that impact the portfolios.

Reporting & Communication

Support communication with investment managers custodians and advisors.
Create reports and insights for family principals leadership and trustees.
Ensure consistent documentation and data integrity across all portfolios.

Operational Support

Coordinate with accounting and legal teams for capital calls audits and compliance needs.
Experience with technology tools used for investment tracking and reporting (e.g. Addepar Excel or CRM platforms).
Assist with annual planning processes and strategic investment reviews.

Qualifications

58 years of experience in investment analysis family office private equity endowment or institutional asset management.
Strong understanding of alternative investments fund structures and portfolio construction.
Advanced Excel and financial modeling skills; experience with investment platforms a plus.
Excellent attention to detail organizational skills and judgment.
Integrity discretion and ability to handle confidential information with care.
Bachelors degree in finance economics or a related field (MBA or CFA preferred).

Required Experience:

Senior IC

Fahrenheit Advisors is assisting our client Riverstone Group in the search for a Senior Investment Analyst. This position is based in Richmond Virginia and is full-time onsite at their offices downtown. About the CompanyWe are a second-generation family-owned enterprise with diverse business operati...