Salary
-- Experience
3-7 years Type
Full-Time Strategy
Other Team
Investing Firm AUM
-- Wake Robin is looking for an Investment Analyst to join their team in Holland, MI. This role will support the investment lifecycle and help manage a diverse portfolio. The analyst will focus on operations and reporting initially, with opportunities to engage in deeper investment analysis as the role evolves. It’s a great chance to work closely with decision-makers and contribute to impactful investment strategies.
What You’ll Do
- Manage performance reporting and private fund administration.
- Conduct due diligence on investment managers.
- Prepare materials for investment committee meetings.
- Support portfolio management and asset allocation analysis.
- Implement AI-driven automation in reporting and workflows.
What You Need
- 3-7 years of experience in investing or wealth management.
- Knowledge of various investment classes, both public and private.
- Experience with private fund operations and reporting.
- Strong analytical skills and proficiency in Excel and PowerPoint.
- Ability to use AI tools to improve workflows.
- Excellent communication skills, both written and verbal.
- Bachelor’s degree in Finance, Economics, or a related field.
What You’ll Love
- Direct access to investment committee members and family principals.
- Opportunity to influence investment processes.
- Support for professional development and growth.
- A values-driven culture focused on stewardship and long-term growth.
About the Firm
- Wake Robin is focused on institutional-scale investments.
- They prioritize a culture of trust and long-term thinking.
- The firm is committed to meaningful work that impacts communities.
- They are evolving their investment function with AI and automation.
