Analyst, Investment Strategy

Legacy Knight is looking for an Investment Analyst to join their team in Dallas, TX. In this role, you’ll support investment research and due diligence across various private and public investments. You’ll work closely with the investment team to analyze opportunities and communicate findings to clients. This is a great opportunity for someone with a strong analytical background and a passion for investment management.

What You’ll Do

• Conduct investment and manager research across various asset classes.
• Prepare quarterly updates for clients on existing investments.
• Collaborate with the investment team to draft and present recommendations.
• Perform deep economic research to develop investment insights.
• Design and produce internal reports on investment activities.
• Underwrite investments in funds and direct investments into companies.
• Conduct due diligence and present findings to the investment committee.

What You Need

• Bachelor’s degree with a strong academic record.
• 1-2 years of relevant experience.
• Excellent analytical skills.
• Strong communication skills, both oral and written.
• Ability to work independently and be a self-starter.
• Intellectual curiosity and critical thinking skills.
• Experience with tools like FactSet or Addepar is a plus.

What You’ll Love

• Work in a dynamic family office environment focused on high-net-worth families.
• Be part of a team that values independent thinking and creativity.
• Engage in diverse investment opportunities across various sectors.
• Receive hands-on training and mentorship from experienced professionals.

About the Firm

• Legacy Knight is an independent family office serving high-net-worth families.
• They focus on bespoke investment strategies tailored to individual client needs.
• The firm is led by experts with deep experience in family office management.
• They prioritize a hands-on approach and unique investment opportunities.