Investment Analyst

Company Overview

We are on a mission to ensure that the financial system is routing money to the best ideas while helping people build and protect their long-term financial health. Our platform empowers financial advisors to learn about, build personalized strategies around, and invest in (previously inaccessible) private investments to help them grow their businesses and improve the outcomes of their clients. 

The market for private investments is expected to grow by $2 trillion in the next decade, but remains largely inaccessible to the majority of non-institutional investors. Our platform provides exclusive educational content, personalized guidance, bespoke investment options, and a streamlined investment process to help make these investments more accessible than ever before. 

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 

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