Job Description
Description About Sapient Capital Sapient Capital is a privately owned, independent advisory firm with over $10bn in assets under management, serving ultra-high-net-worth families and individuals, foundations, and institutions. As a fast-growing registered investment advisor (RIA), we specialize in providing our clients with a uniquely tailored service offering including sophisticated investment management, advanced financial planning and comprehensive family office solutions all tied together with cutting-edge technology. Sapient is headquartered in Indianapolis with offices in New York, Miami, and Los Angeles.
Job Overview We are seeking a motivated and highly analytical Investment Analyst to support the private investment operations for one of our prominent family office clients. This role offers a unique opportunity to learn across a diverse portfolio of private investments and strategic projects and will provide valuable expertise for future growth opportunities within Sapient.
What You Will Do - Private Investment Reporting and Support:
- Assist in evaluating, tracking, and executing transactions in impact investing, real estate, hospitality, technology, and other verticals in alignment with the family’s goals and objectives.
- Work with the Private Investment Manager, Advisory team, Family Office Controller, and related internal stakeholders to ensure that these private investment activities are coordinated with broader portfolio management strategies.
- Monitor performance of private investments, conduct analysis, and provide findings and recommendations.
- Prepare regular reporting on investment performance, participation, and other key metrics for senior leadership and family members.
- Due Diligence: Support rigorous due diligence processes for new potential private investments, including funds and direct deals, to assess viability, risk, and alignment with investment criteria.
- Deal Execution: Assist with the coordination and documentation of private investment transactions (including residential and commercial real estate), support deal structuring, and source relevant data for financing or closing.
- Other duties as assigned.
Requirements - Bachelor’s degree from an accredited university. Majors in Finance, Economics, Business Administration, or a related field preferred. Equivalent blend of experience may be considered in lieu of degree.
- 2+ years of relevant experience in private equity, finance, or consulting, preferably with exposure to private markets.
- Strong analytical and problem-solving skills, including experience building financial models.
- Excellent organizational skills and attention to detail, with the ability to manage multiple tasks and priorities.
- Proficiency in Microsoft Excel, PowerPoint, and CRMs. Direct experience with investment tracking tools, such as Addepar or Arch, strongly preferred.
- High level of integrity, professionalism, and discretion handling sensitive information.
- Excellent communication skills and a team-oriented, proactive attitude.
Sapient Capital is an Equal Opportunity Employer. Sapient does not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided based on qualifications, merit, and business need.
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