Client Coverage Analyst

The successful candidate will provide comprehensive support to the Colter Lewis leadership team. You will work with and support the team that provides portfolio management and curated investment opportunities to its clients. You will learn and gain experience in the following asset classes, all of which we invest in including: private equity, growth equity, venture capital, real estate private equity, private debt, structured finance, real estate debt, idiosyncratic strategies as well as public equity and debt.

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Colter Lewis clients include ultra-high-net worth individuals and families, many of which are industry leaders and have complex investment and family needs. This opportunity affords the successful candidate the opportunity to learn from Financial Service (Wall Street) veterans with decades of experience and to have client contact immediately. You will learn valuable skills including investment analysis, investment diligence, modelling, portfolio construction, financial risk analysis, client coverage, marketing, operations and reporting, all as part of a dynamic and fast paced entrepreneurial company.

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Responsibilities:

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Investment Analysis

• Assist the team in investigating new direct investment opportunities and funds, including research, (online and offline, interviews, reference checks) and performing various types of analysis (DCF,LBO, forecasting, comparable analysis, sensitivity analysis, etc.)
• Participate in investment manager meetings
• Oversee ongoing valuation work and status reporting
• Evaluate and research investments and managers via Bloomberg and eVestment
• Be responsible for portfolio analytics using various software tools
• Assist in preparing investment material for and participate in Investment Committee meetings

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Client Support

• Work in partnership with senior team to support clients
• Attend client meetings, document discussions, and coordinate follow up
• Prepare client presentations regarding portfolio performance and suggest investment options
• Participate in explaining and reviewing new investment opportunities with clients
• Document client information and communications
• The role can evolve over time to more in-depth client coverage responsibilities

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Skills and Qualifications:

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• Bachelor’s degree with 1 – 3 years of experience (financial services preferred but not required)
• Analytical thinker with a desire to learn.
• Self-motivated and driven with the ability to manage multiple tasks and work effectively in a fast paced and dynamic environment.
• Outstanding attention to detail and highly organized with excellent follow-through
• Positive attitude and eagerness to work in a team-centric and highly collaborative environment

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About Colter Lewis Investment Partners LLC:

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Colter Lewis is a multi-family office based in Greenwich, CT, advising ultra-high-net-worth families and investing our personal capital alongside them. As a multi-family investment office, we offer bespoke financial advice for our clients and originate, and curate customized private investment opportunities for them. We seek superior risk adjusted returns, balancing capital preservation and capital growth. Rooted in institutional rigor, our sophisticated, independent advice makes sense of and takes advantage of financial complexity across asset classes, both public and private.

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Our team’s background is in investment banking and asset management. We are not and have not been brokers, but a team of very experienced financial executives who have managed large financial businesses where we originated the stocks, bonds, loans, and derivatives that asset managers purchased. We have also been responsible for managing risk, including multi-billion underwritings, and have advised boards of directors on their most important strategic objectives. We have been investing, especially in private equity, private credit, real estate, and other alternative asset classes, for decades.

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We formed Colter Lewis when we realized that sophisticated investors were not well served by money center brokerage firms and private banks, and needed customized advice from peers who are aligned with them, invest alongside them and are conflict free, every step of the way.

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