Business Investment Associate

Family Office | Full-Time | On-Site | Fort Lauderdale, FL

The Family Office is seeking a highly analytical, finance-driven Business Analyst / Investment Associate to support the Principal and Investment Team across research, diligence, portfolio monitoring, and financial modeling. This role mirrors a junior investment banking / private equity analyst environment—fast-paced, data-oriented, and requiring exceptional attention to detail—while offering broader exposure across multiple asset classes.

The ideal candidate is intellectually curious, proactive, and comfortable working in a small, high-trust environment with direct access to senior decision-makers.

• Conduct quantitative and qualitative research across public markets, private equity, venture, real estate, and alternatives.
• Build and maintain detailed financial models (DCF, LBO, operating models, sensitivity analyses).
• Develop investment memos, dashboards, and evaluation frameworks for prospective opportunities.
• Track and report portfolio performance, analyze variances, and identify optimization opportunities.
• Aggregate and interpret operational and financial data, translating it into actionable insights.
• Support end-to-end diligence for direct investments, co-investments, and fund commitments.

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or related field.
• 1–3+ years in investment banking, private equity, consulting, asset management, or a data/analytics-heavy role.
• Strong Excel skills with financial modeling and valuation experience.
• Exceptional analytical, problem-solving, and written communication skills.
• High integrity, confidentiality, and professionalism suitable for a Family Office.

• Experience with BI tools (Power
  
  BI, Tableau, etc.).
• Exposure to alternative assets or family office operations.
• Familiarity with corporate structures, tax, or wealth planning a plus.
• Highly analytical with intellectual curiosity.
• Solutions-oriented with a bias toward action.
• Comfortable coordinating with senior stakeholders.
• Strong organizational skills and ability to manage multiple work streams independently.

If you thrive in a fast-paced, investment-focused environment and want to work closely with senior decision-makers
, this is a unique opportunity to gain multi-asset exposure and make an immediate impact.

Mid-Senior level

Full-time

Finance, Business Development, and Analyst

Individual and Family Services, Investment Management, and Financial Services

Referrals increase your chances of interviewing at Confidential by 2x

• Medical insurance
• Vision insurance
• 401(k)

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