Investment Analyst - Private Wealth

Miami-Fort Lauderdale

**Description** A fully established and steadily growing private wealth platform is seeking an **Investment Analyst -- Private Wealth - Asset Management** to support the evaluation, coordination, and ongoing monitoring of third-party investment vehicles/asset managers This role sits at the center of investment activity---working closely with advisors, external managers, and internal stakeholders to manage due diligence workflows, track opportunities, and support execution across private markets. **Key Responsibilities** * Coordinate due diligence processes across private market investment opportunities * Review fund materials, investment decks, and manager communications * Track and manage multiple investment opportunities simultaneously * Serve as liaison between internal advisors and external managers/sponsors * Support monitoring of existing investments (performance updates, reporting) * Assist with co-investment evaluations alongside sponsors and managers * Prepare investment memos, summaries, and presentation materials * Participate in industry events and maintain relationships with managers/platforms * Support sourcing efforts across private equity, venture capital, hedge funds, real estate, infrastructure, and private credit * Investment coordination, due diligence, and process management * High exposure to private equities, hedge funds, and real estate investments across asset classes **Qualifications** * Bachelor's degree in Finance, Economics, Business, or related field * 3 years of experience in asset management, family office, consulting, or investment platforms * Strong organizational and project management skills * Excellent communication (written \& verbal) * Ability to interact with senior investment professionals * Solid understanding of private markets and investment structures * Bilingual: English \& Spanish required