Website Capricorn
About Capricorn
Capricorn is a full-service Outsourced Chief Investment Officer (OCIO) and sustainable investment platform that has been serving families, foundations, and institutional investors for more than two decades. The firm’s investment philosophy centers around the belief that sustainable investment practices can enhance risk-adjusted returns. By targeting breakthrough commercial solutions to some of the world’s most pressing challenges, Capricorn aims to integrate sustainability into the core of their investment strategies. With offices in New York City and Palo Alto, Capricorn manages approximately $9 billion in multi-asset class portfolios. Their diverse team is gender-balanced, comprises over ten nationalities, and collectively speaks more than a dozen languages, reflecting a strong commitment to diversity and inclusion. For more information about their services and investment products, visit www.capricornllc.com.
About this Role
The Investment Analyst will support all aspects of the Firm’s investment strategy and portfolio management process as part of the OCIO and the Sustainable Investors Fund mandates. The Analyst program is a 2-year program, during which you will engage in portfolio analysis, investment origination, and capital commitment processes for external fund managers. Your primary responsibilities will include extensive exposure to various asset classes, such as Venture Capital, Private Equity, Real Assets, Public Equities, Hedge Funds, and Credit Funds. By conducting investment due diligence and portfolio monitoring, you will support both the OCIO platform and the Sustainable Investors Fund partnership. Upon completing the 2-year program, candidates are encouraged to seek further professional or academic opportunities, with the possibility of continuing with Capricorn based on the firm’s discretion.
Responsibilities
- Support portfolio management through market, performance, and risk analysis.
- Assist in sourcing, due diligence, negotiating, monitoring, and exiting investment opportunities.
- Build financial models to support portfolio management and investment due diligence.
- Integrate sustainability and diversity considerations into the investment process and engagement with fund managers.
- Prepare and present comprehensive investment recommendation documents for the investment committee.
- Participate in collaborative discussions on all investments recommended for inclusion into the portfolio.
- Map and monitor the landscape of funds in various asset classes/impact verticals.
- Engage with colleagues across the firm on special projects as needed.
- Be a positive contributor to Capricorn’s high-performing, impact-driven culture.
Requirements
- 1 – 4 years of experience in investment banking, investment/asset management, financial data analytics, or a top-tier consulting firm.
- Proficiency with data/financial modeling skills in Excel and general knowledge of accounting, finance, portfolio theory, and capital markets.
- Experience or strong interest in returns-driven sustainable investing.
- Ability to articulate and defend well-reasoned opinions through both oral and written communication with strong attention to detail.
- Proactive, autonomous, and intuitive ambition to problem-solving with limited oversight.
- Ability to analyze and identify the central issue in complex situations.
- Experience with some of the following data providers is preferred: Preqin, Pitchbook, Bloomberg, Capital IQ, Burgiss.
- Experience maintaining a CRM system is preferred.
- Minimum education: BA/BS in Finance, Economics, or Engineering.
- Willingness to travel up to 10% of the time.
Benefits
- A competitive base salary, performance and incentive bonus compensation, and comprehensive benefits.
- Dynamic professional environment within an entrepreneurial organization.
- Opportunity to work alongside an international and diverse team.
