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Investment Analyst

Sepio Capital is a premier multi-family office and institutional advisory firm located in San Francisco, CA and Salt Lake City, UT. We invest across all asset classes on behalf of institutional and ultra-high-net-worth clients.

We are looking for highly capable, intelligent people to join us in Salt Lake City, where our senior investment team resides, as a full-time investment Analyst. Analysts will work in a performance oriented team structure to make and execute investment decisions across client portfolios. Analyst's who excel at Sepio will have significant opportunity for career development and advancement within the firm.

Responsibilities
  • Play an important role in portfolio construction and analysis
  • Perform market, stock, and manager research to assist with our investment process
  • Serve as a key resource working closely with Managing Directors to create client deliverables and meet ad-hoc client requests
  • Assist with client reporting using Addepar and other relevant tools
  • Work closely with Associates and Vice Presidents to build financial models and prepare presentation materials / other deliverables
Qualifications
  • Excellent communication skills and professional maturity
  • Demonstrated interest in, and passion for, capital markets
  • Strategic / creative thinking and strong analytical ability with attention to detail
  • Ability to manage several projects at once and work effectively as an individual and as part of a team