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Opto Investments

Investment Analyst

Reposted 17 Hours Ago
Hybrid
New York, NY
120K-160K
Mid level
Hybrid
New York, NY
120K-160K
Mid level
As an Investment Analyst, you'll analyze market trends, conduct due diligence, support portfolio management, and educate clients on investments.
The summary above was generated by AI

Opto is engineering the future of private markets to improve client outcomes and drive capital to the most transformative ideas. 

The opportunity is huge. The global alternative investments industry was worth an estimated $16.8T at the end of 2023, but is forecast to grow to $29.2T by 2029. But the private investment process typically remains opaque, highly manual, and error-prone, which limits access to the select few insiders who are willing to bear the pain. 

Opto is a revolutionary end-to-end solution for wealth managers of any size - from small investment advisors to large multi-family offices to private banks -  to build, fundraise for, and manage private markets programs at scale. We combine exceptional Silicon Valley engineering talent with experienced investors and industry specialists to fix this broken system through the power of technology. Our platform banishes the nightmare of slide decks, spreadsheets, and paperwork to the past, and arms our clients with the tools, data, and guidance to identify and access the right opportunities for their clients.

Fixing private markets will not be easy and demands courage, but we’re not afraid to do things differently. We are unapologetically bold. We value strong opinions, clear communication, and purposeful execution.

Up for the challenge? Come join us.


About the Role

As part of Opto’s investment team, you will be a key member of our investment team and use your skills to analyze and communicate market trends, manage due diligence of potential investments, and support overall portfolio management functions, including reporting to the investment committee and monitoring overall portfolio exposures. You will be a critical player in accomplishing two of our key goals: educating our clients on alternative investments and selecting the best investments we could/should be offering them via our unique platform.

Your day-to-day will include:

  • Qualitative and quantitative fund due diligence
  • Monitoring overall market trends and demand in the alternative investment space, including private equity, venture capital, real estate, private credit, infrastructure and other asset classes
  • Assisting in building  a systematic processes for investment due diligence, investment performance, and benchmarks
  • Developing customized risk management and reporting for a unique portfolio of alternative investments
  • Analytical projects covering macroeconomics, public & private markets, and/or individual fund-level data 
  • Assist in writing and communicating investment education content 
About You

You’re experienced communicating complex analytical concepts to a variety of audiences. You’re a strong analytical thinker able to execute quantitative and qualitative analysis. You’re independent, able to identify gaps/reorient your analytical strategies to answer the questions at hand without constant guidance, and strong at cutting through problems with incomplete information.  We can give you a question and you come back later with the best way to answer it and what answer that analysis provides. You’ve got a bit of a bent towards systematic thinking and a need to make processes more efficient. And most importantly, you’re passionate about financial markets and improving how private markets are connected to the world!

 

Required Skills

  • Quantitative analysis skills (fluency in performance data, reporting, economic data, and portfolio math)
  • Qualitative analysis 
  • Strong communicator (written, verbal, and visual)
  • Independent problem solver 
  • Fluency in Excel

Bonus Skills

  • Fluency in SQL
  • Fluency in R or Python
  • Fluency with private markets data
  • CFA charterholder/CAIA  or progress towards either

Background

  • Degree in business, finance, economics or related field
  • 2-4  years of experience in an analyst role within private markets/alternative investments 
  • Experience working with data and analysis tools 

How to Apply

Please fill out the required fields below, and attach a Resume and Cover Letter. Why a Cover Letter? We receive a high volume of applicants, and we have real humans that read each and every resume. We encourage you to use creativity in your cover letter and speak directly to why you want to join our team!

We will review your resume in as timely a manner as we are able to, so kindly refrain from reaching out to hiring manager or other Opto team members via email or linkedin, as this won't improve or fast track your application.

Compensation and Benefits

Opto has a high bar for talent, and we are committed to building the best teams possible. Candidates are never subjected to discrimination based on race, citizenship, religion, ethnicity, gender or gender identity, sex, pregnancy, national origin, age, sensory, mental, or physical disability, or any other characteristic.

The successful candidate for this role can expect a generous compensation and benefits package. The cash salary range for this role is $120,000-$160,000 dependent on skills, experience and expected contribution. 

All full time employees at Opto enjoy:

  • Significant equity
  • Health, dental, and vision
  • Unlimited PTO
  • Retirement savings plan (401k)
  • Learning & WFH stipends

Top Skills

Excel
Python
R
SQL

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