INVESTMENT OFFICE ASSOCIATE

Description:

INVESTMENT OFFICE ASSOCIATE

Family Office & Operating Companies

Position Summary

Join the Professional Tribe LLC team, supporting a family office and affiliated operating companies across agriculture, real estate, and investment activities. This role works directly alongside the Principal and Chief Investment Officer, gaining hands-on exposure to deal-making, M&A activity, and investment analysis while helping drive execution of high-impact initiatives.

This role is intentionally designed for a highly capable, intellectually curious problem-solver seeking accelerated growth and real proximity to how investment decisions are developed, evaluated, and executed. Operating at the center of executive activity, this position supports deal-flow coordination, investment research and analysis, financial modeling, diligence preparation, and transaction-related initiatives—while also owning critical operational responsibilities that keep the organization running smoothly.

Blending analytical rigor with hands-on execution, this role is best suited for a high-potential professional who thrives on intellectual challenge, is comfortable building models and working through numbers, and wants a front-row seat to deal-making and strategic decision-making within a family office setting. Expect meaningful C-suite access alongside genuine grunt work—both are essential to the role.

Essential Functions (Duties and Responsibilities)

• Support deal-making, M&A activity, and investment initiatives by assisting with deal flow coordination, diligence preparation, investment research, and transaction-related analysis in partnership with the Principal and Chief Investment Officer.
• Provide investment analysis support, including financial modeling, basic accounting review, preparation of materials related to opportunity screening, comparative analysis, and strategic evaluation.
• Support fund accounting and investment operations, including processing capital calls (tracking notices, coordinating wire instructions, and updating commitment schedules), preparing and posting journal entries across entity books, and maintaining general ledger accuracy through periodic reconciliations and account reviews.
• Conduct research and analytical support related to investments, M&A activity, deal flow, grants, incentives, and strategic initiatives.
• Collect data and information from internal and external sources; analyze and synthesize findings into clear, decision-ready summaries and materials used in investment and strategic discussions.
• Provide high-level administrative and operational support to the Principal and Chief Investment Officer, acting as a trusted execution partner across priorities and initiatives.
• Coordinate executive meetings and appointments; prepare agendas, capture notes, and ensure disciplined follow-through on action items and next steps.
• Organize, manage, and maintain legal, corporate, compliance, and insurance documentation across multiple entities, ensuring readiness for diligence, transactions, and regulatory needs.
• Maintain and update document databases, filing systems, records, and archives to ensure accuracy, accessibility, and decision-readiness.
• Support audits, insurance reviews, and regulatory processes by providing required records and documentation.
• Serve as a liaison with insurance brokers, external advisors, and internal teams as needed.
• Support administrative and operational needs across multiple LLCs and affiliated companies, comfortably navigating shifting priorities, incomplete information, and ambiguity.
• Provide administrative support for the family office real estate portfolio, including lease coordination, tenant communications, and maintenance scheduling.
• Handle sensitive and confidential information with discretion, professionalism, and sound judgment.
• Collaborate with finance, legal, HR, IT, and operations teams on cross-entity projects and executive initiatives.
• Occasionally welcome and direct clients, partners, or visitors in a professional manner.
• Travel to multi-site locations (primarily within a two-hour drive each way) for project-based needs, typically same-day trips, up to approximately 30% of work time.
• Perform other duties and support special projects as needed, consistent with the scope and responsibilities of the role.

Requirements:

Education and Experience

Bachelor’s degree required; MBA or advanced degree strongly preferred.

2–5 years of relevant experience in finance, investment analysis, consulting, accounting, strategy, or a similarly demanding, analytical environment.

Exceptional organizational skills with strong attention to detail, accuracy, and follow-through.

Strong written and verbal communication skills, with the ability to prepare polished, executive-level materials and summaries.

Ability to manage multiple priorities independently and operate effectively with limited direction in a fast-moving, executive environment.

High integrity, sound judgment, and comfort handling sensitive and confidential information.

Experience with document management, compliance support, audits, or insurance coordination preferred.

Comfort with financial modeling, basic accounting concepts, and quantitative analysis; ability to build and stress-test simple models independently.

Highly proficient in Microsoft Office Suite; experience with Adobe and AI, such as Claude, and collaborative productivity tools is a plus.

Bilingual (English/Spanish) preferred but not required.

Familiarity with multi-entity, family office, or entrepreneurial environments is advantageous.

Valid driver’s license required, and must be eligible for company-sponsored vehicle insurance.

Physical Requirements

While performing the functions of this job, the employee is regularly required to sit; frequently required to talk or hear; and occasionally required to stand, walk, use hands to finger, handle or feel, reach with hands and arms, stoop, kneel, crouch, or crawl. The employee must occasionally

Compensation Range: $95,000 - $110,000.00, depending on experience.