Senior Investment Analyst - Family Office

Roch Capital • Glen Mills, PA, US • published 2026-09-22 04:42:21.980331

Description

Roch Capital, a privately held capital management firm headquartered in Glen Mills, PA, is hiring a **Senior Investment Analyst**. ***This position reports in\-office Monday through Friday, 8am \- 5pm.*** The Family Office **Senior** **Investment Analyst** is responsible for the administration of the Firm's investment portfolios. Responsibilities include performing market research and industry analysis, conducting due diligence and financial analysis on potential investments, writing, maintaining, and monitoring adherence to Investment Policy Statements (IPS), and managing the liquidity needs of the portfolios. The Sr. Investment Analyst will meet with Investors and Business Managers regularly to review investment results and present new investment opportunities. The Sr. Investment Analyst will ensure the investments and the administration of the investments are in accordance with the guidelines of the trust and entity documents. **Essential Functions:** * Monitor existing investment portfolios, analyze investment performance, identify key drivers and risks. * Provide regular reporting on performance, asset allocation and trends, including appropriate narratives. * Perform market r...

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