We are seeking a highly adaptable individual to assist the owners in managing their global private assets, combining responsibilities in property management, investment monitoring, and administrative coordination. This is a unique role that bridges operational and analytical work, to ensure the owners’ assets are efficiently managed, well maintained, and strategically positioned for long-term value.

Key Responsibilities

Property & Physical Assets

· Analyze portfolio of private residences and other tangible assets to identify optimal use strategies (e.g., leasing, disposition, renovation, or retention).

· Provide financial modeling and market analysis to evaluate ROI, cash flow, and long-term appreciation potential of physical assets.

· Advise on risk management, insurance coverage, and tax implications related to property holdings.

· Support negotiations with brokers, tenants, and service providers to maximize value and ensure compliance.

Investments & Financial Support

· Research and monitor global markets, funds, and new investment opportunities.

· Prepare financial summaries, simple models, and performance tracking reports.

· Monitor portfolio cash flow and risks, and consolidate recommendations from external advisors.

· Support the owners in evaluating acquisition, disposition, and allocation decisions.

Coordination & Administration

· Maintain organized records of contracts, expenses, reports, and compliance documents.

· Consolidate updates from domestic and international colleagues; ensure smooth cross-border communication.

· Prepare regular dashboards and presentations for the owners.





· Provide support for ad hoc requests related to asset management and personal affairs.

Qualifications

· Bachelor’s degree in Finance, Economics, Business, or related field (new graduates are welcome).

· Strong Excel/Sheets skills, including modeling, cash flow analysis, and scenario planning.

· Basic understanding of financial statements and investment metrics (ROI, IRR, NPV, risk/return).

· Proficiency with PowerPoint/Slides to prepare transparent and structured reports.

· Good communication and organizational skills; ability to coordinate across teams and time zones.

· High integrity, professionalism, and discretion in handling confidential matters.

Preferred Skills

· Exposure to property management, investment research, or financial analysis in past experience.

· Familiarity with SQL or Python for data analysis and automation.

· Awareness of databases such as Bloomberg, FactSet, or Wind is an asset.

· Interest in professional certifications (e.g., CFA Level I) is a plus.

Why Join Us?

· Take on a unique role managing both private properties and diversified global investments.

· Gain direct exposure to international asset management and decision-making.

· Work in a trusted position with meaningful responsibilities and impact.

· Competitive compensation and long-term growth opportunities.

If you’re passionate about asset management and the investment industry, and you’re looking for an opportunity to make a real impact, we’d love to hear from you!

Pay: $40,000.00-$50,000.00 per year

Work Location: In person

📌 Investment Analyst – Private Assets (Richmond)
🏢 Vanguard Viceroy
📍 Richmond