Junior Investment Analyst

  • Full Time
  • Anywhere

Primary Responsibilities:

As a Junior Investment Analyst with Proteus, you will pay a key role in gathering, maintaining, and reviewing manager information stored in the Proteus platform data warehouse.  The Junior Investment Analyst will also assist with all aspects of the initial and ongoing investment and operational due diligence of alternative investment strategies and the managers who run them.  Responsibilities include but are not limited to:

  • Support in the execution and documentation of Proteus’ three stage due diligence process including:
  • Gathering investment manager and fund information via phone interviews, reference checks, background checks, and web searches.
  • Inputting documents and data into the Proteus platform and other third-party investment analytical software programs.
  • Coordinating and preparing the Investment team for phone interviews and on-site meetings with portfolio managers and C suite personnel at investment management firms.
  • Conducting periodic investment analysis and prepare related reports.
  • Assisting with the development of prospect and client presentations.
  • Participating in and recording minutes of the weekly Investment Committee meetings.
  • Maintaining and reviewing manager information stored in Proteus’ systems.
  • Monitoring managers and strategies on a continuous basis through ongoing direct contact.


The ideal candidate for this position is highly self-motivated, detail oriented, and possesses a strong work ethic, exceptional communication and analytical skills, and the desire and patience to learn the benefits, drawbacks and complexities of investing in alternative investments. The desired experience and skills of a successful candidate include:

  • 2+ years of investment industry experience.
  • Strong mathematical, computer, research and organizational skills.
  • Strong desire to learn and understand complex investment strategies.
  • Ability to interpret and summarize complicated financial information, including audited financial statements of investment management firms and funds.
  • BA or BS in Finance or related discipline.
  • CFA and CAIA accreditations or candidates.

Reports to:  Chief Investment Officer

Location:  Indianapolis, IN or Palm Beach, FL

Status:  Full time, Exempt Salaried with bonus potential

Contact:  [email protected]

About Proteus:
Proteus, LLC is a financial technology company providing investment advisors and their clients a sophisticated platform to access alternative investments. Proteus’s cloud-based platform is an end-to-end solution to find and manage investments, utilizing data visualization to easily review portfolio performance. Our fast-growing, dynamic technology will give you the opportunity to immediately make an impact on client facing functionality.

Proteus is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.