JOB OVERVIEW

We are seeking a motivated and highly analytical Investment Analyst to support the private investment operations for one of our prominent family office clients. This role offers a unique opportunity to learn across a diverse portfolio of private investments and strategic projects and will provide valuable expertise for future growth opportunities within Sapient.

Requirements:

• Bachelor’s degree from an accredited university. Majors in Finance, Economics, Business Administration, or a related field preferred. Equivalent blend of experience may be considered in lieu of degree.
• 2+ years of relevant experience in private equity, finance, or consulting, preferably with exposure to private markets.
• Strong analytical and problem-solving skills, including experience building financial models.
• Excellent organizational skills and attention to detail, with the ability to manage multiple tasks and priorities.
• Proficiency in Microsoft Excel, PowerPoint, and CRMs. Direct experience with investment tracking tools, such as Addepar or Arch, strongly preferred.
• High level of integrity, professionalism, and discretion handling sensitive information.
• Excellent communication skills and a team-oriented, proactive attitude

• Private Investment Reporting and Support:
• Assist in evaluating, tracking, and executing transactions in impact investing, real estate, hospitality, technology, and other verticals in alignment with the family’s goals and objectives.
• Work with the Private Investment Manager, Advisory team, Family Office Controller, and related internal stakeholders to ensure that these private investment activities are coordinated with broader portfolio management strategies.
• Monitor performance of private investments, conduct analysis, and provide findings and recommendations.
• Prepare regular reporting on investment performance, participation, and other key metrics for senior leadership and family members.
• Due Diligence: Support rigorous due diligence processes for new potential private investments, including funds and direct deals, to assess viability, risk, and alignment with investment criteria.
• Deal Execution: Assist with the coordination and documentation of private investment transactions (including residential and commercial real estate), support deal structuring, and source relevant data for financing or closing.
• Other duties as assigned.

Requirements:

• Bachelor’s degree from an accredited university. Majors in Finance, Economics, Business Administration, or a related field preferred. Equivalent blend of experience may be considered in lieu of degree.
• 2+ years of relevant experience in private equity, finance, or consulting, preferably with exposure to private markets.
• Strong analytical and problem-solving skills, including experience building financial models.
• Excellent organizational skills and attention to detail, with the ability to manage multiple tasks and priorities.
• Proficiency in Microsoft Excel, PowerPoint, and CRMs. Direct experience with investment tracking tools, such as Addepar or Arch, strongly preferred.
• High level of integrity, professionalism, and discretion handling sensitive information.
• Excellent communication skills and a team-oriented, proactive attitude.

Sapient Capital is an Equal Opportunity Employer. Sapient does not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided based on qualifications, merit, and business need