Investment Analyst

New York, New York, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment Management, Private Markets, Venture Capital, Private Equity, Real Estate, Private Credit, InfrastructureIndustries

Requirements

Candidates should possess a Bachelor's degree in Finance, Economics, or a related field, and ideally have 3-5 years of experience in investment analysis or a similar role. Strong analytical and quantitative skills are required, along with the ability to communicate complex financial concepts effectively. Familiarity with private markets, including private equity, venture capital, real estate, and private credit, is preferred.

Responsibilities

As an Investment Analyst at Opto Investments, you will conduct qualitative and quantitative fund due diligence, monitor market trends and demand in the alternative investment space, assist in building systematic processes for investment due diligence and performance reporting, develop customized risk management and reporting, and contribute to analytical projects covering macroeconomics and public/private markets. You will also support the investment committee and assist in writing investment education content.

Skills

Analytical skills

Communication of complex concepts

Independent analytical strategy

Fund due diligence

Market trend analysis

Risk management

Reporting

Macroeconomics

Private equity

Venture capital

Real estate

Private credit

Infrastructure

Data analysis

Investment education

Opto Investments

Tech-driven private markets investment platform

About Opto Investments

OptoInvest offers a technology-driven investment platform for the wealth management community, focusing on private markets like private credit, private equity, real estate, and venture capital. The platform simplifies the investment process for fiduciaries by providing curated investment opportunities and customizable solutions, while aligning its interests with clients by investing its own capital in the deals it offers. Unlike competitors, OptoInvest does not receive fees from fund managers, fostering trust and commitment to client success. The company's goal is to enhance investment outcomes and build long-term partnerships with fiduciaries.

New York City, New YorkHeadquarters

2020Year Founded

$141MTotal Funding

SERIES_ACompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Paid Holidays

Company Equity

Home Office Stipend

Phone/Internet Stipend

Risks

Increased competition from tech-driven platforms could erode Opto's market share.

Reliance on strategic partnerships may risk client engagement if outcomes are not met.

Potential regulatory changes could impact Opto's business model and increase costs.

Differentiation

Opto aligns its incentives with clients by investing its own capital in deals.

The platform offers expertly curated investments and fully-customized solutions for fiduciaries.

Opto provides long-term, hands-on guidance throughout the investment lifecycle.

Upsides

Partnership with Mercer Advisors enhances Opto's client offerings and market reach.

Launch of Planner tool streamlines investment processes for advisors, improving efficiency.

New leadership roles focus on strengthening brand presence and expanding market reach.

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