Investment Analyst

Aspen Grove Capital LLCAspen Grove Capital LLCAvon, Colorado, United States
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Posted

9/19/2026

Employment

Full time

Range

Check website

Work style

On-site

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AI summary

Core responsibilities

The Investment Analyst provides analytical support for sourcing, underwriting, and monitoring a diverse portfolio of public and alternative investments. They are responsible for reporting on assets including equities, fixed income, hedge funds, private equity, venture capital, and real estate.

Requirements overview

The ideal candidate is a resourceful individual capable of working both independently and collaboratively within a small team. They must demonstrate initiative in completing complex projects and financial analysis.

Key skills

Analytical SupportSourcingUnderwritingPortfolio MonitoringReportingPublic EquitiesFixed IncomeHedge FundsPrivate EquityVenture CapitalReal EstateProject ManagementFinancial Analysis

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About Aspen Grove Capital LLC

Industry

Investment Management

Employees

23

Type

Partnership

Size

2-10 employees

Aspen Grove Capital LLC is located in the Vail Valley and we provide investment management advice, wealth planning and, family office services to ultra-high-net worth families.

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Job categories

Finance & Accounting

Description

The Investment Analyst position provides analytical support sourcing, underwriting, monitoring, and reporting for the alternative/illiquid and public/liquid investments portfolio which includes public equities, fixed income, hedge funds, private equity, venture capital, and real estate. Our ideal candidate can work independently or collaboratively within a small team-based environment. We are looking for a hard- working, resourceful individual that takes the initiative to complete complex projects and analysis. 

Requirements

  • •Analytical Support
  • •Sourcing
  • •Underwriting
  • •Portfolio Monitoring
  • •Reporting
  • •Public Equities
  • •Fixed Income
  • •Hedge Funds
  • •Private Equity
  • •Venture Capital
  • •Real Estate
  • •Project Management
  • •Financial Analysis

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