Analyst to CEO

Reports To:

Founder & Chief Executive Officer

Why This Role Matters:

This is not a traditional analyst role. It’s a unique opportunity to work directly with a visionary CEO, gaining exposure to high-level strategy, personal finance, and entrepreneurial ventures. You’ll be trusted with sensitive information, empowered to lead initiatives, and expected to bring solutions — not just problems — to the table.

Overview of Role:

We are seeking a highly intelligent, self-directed, and versatile analyst to serve as a strategic right hand to the CEO. This role blends financial analysis, research, and project management across a diverse set of domains — from managing a public stock portfolio, overseeing family office responsibilities to supporting board-level business decision making. The ideal candidate is a student of business, obsessed with execution, hungry for growth, and thrives in a fast-paced, high-trust environment.

This role is perfect for you if:

• You are self-directed and proactive; thrives with autonomy.
• You have curious mind and are a lifelong learner.
• You are a student of business with a broad appetite for understanding industries and strategies.
• You are obsessive about execution — you get things done with precision and urgency.
• You are resilient — you solve problems and navigate obstacles with creativity and confidence.
• You are self-confident without being cocky — comfortable in high-stakes environments.
• You love digging into the details and can articulate the strategy for business decisions.
• You continuously reprioritizes needs based upon the overall business needs.

Example Responsibilities:

• Manage and monitor public stock portfolios, including performance tracking and rebalancing recommendations.
• Ad hoc projects
• Maintain and update personal financial statements and related documentation.
• Analyze trust loan structures and opportunities.
• Conduct due diligence on new business and investment opportunities.
• Coordinate with external advisors and internal stakeholders to drive project execution.
• Prepare executive-level summaries and recommendations for strategic decisions

Board & Business Support

• Provide analytical support for businesses where the CEO serves on the board.
• Assist in evaluating acquisition opportunities.
• Lead execution of specific initiaves, i.e. business acquisition due diligence, new product launches, competitor analysis
• Support a varied of insurance related business investement.

Skills & Experience

• 5+ years of experience in finance / private equity field
• Exceptional financial modeling and analytical skills.
• Experience in investment analysis, corporate finance, or family office operations.
• Strong project management and multitasking abilities.
• Familiarity with trust structures, insurance, and alternative investments is a plus.