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Junior Analyst - Investment Advisory…
- Robert Half Office Team (Los Angeles, CA)
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Description
We are seeking a sharp, highly motivated Analyst to join its growing team. This is a hands-on role supporting firm leadership across portfolio analytics, private equity operations, client reporting, and multi-family office services. Ideal for someone who thrives in a high-impact, entrepreneurial environment and wants accelerated responsibility as the platform scales.
WHAT YOU’LL DO
Portfolio & Investment Analysis
+ Perform research, data analysis, and quality assurance on portfolio inputs and fund data.
+ Reconcile performance metrics and prepare polished portfolio reviews and client meeting materials.
Private Equity & Multi-Family Office Operations
+ Assist with operations for PE funds and MFO clients, including reporting, document management, and investor communications.
+ Support quarterly reporting cycles, capital calls, distributions, and compliance documentation.
Firmwide Support & Project Ownership
+ Contribute to cross-functional initiatives (compliance, process improvement, documentation).
+ Tackle ad hoc analytics and operations projects with autonomy and precision.
+ Collaborate closely with leadership, advisors, and relationship managers.
Work Environment Requirements
+ This role is 100% onsite in El Segundo, Monday–Friday, supporting an engaged, fast-moving leadership team.
WHAT WE’RE REALLY LOOKING FOR (SUCCESS PROFILE)
+ A proactive doer—someone who anticipates needs and owns tasks end-to-end.
+ A detail-driven analyst who can reconcile numbers, validate data, and communicate insights clearly.
+ A resourceful problem solver who thrives under deadlines and adapts quickly as priorities shift.
+ A quick learner who is energized by increasing responsibility and exposure to alternative investments.
+ Someone who prefers a small, entrepreneurial team where decisions are made fast and everyone’s work is visible.
+ A polished communicator who can interact with senior leadership and high-net-worth clients confidently.
Requirements
+ 2–5 years of analyst experience (investment, PE, finance, accounting, or similar) or relevant internship experience.
+ Bachelor’s degree in Finance, Economics, Accounting, Business, or equivalent background.
+ Familiarity with private equity, public markets, and investment concepts.
+ Advanced proficiency in Excel, PowerPoint, and Word.
+ Comfort using AI tools for research, drafting, and analysis—thoughtful, accurate prompting required.
+ Excellent communication, organization, and multitasking skills.
+ Ability to work onsite 5 days/week.
TalentMatch®
•Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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