Role: Investment Analyst (Dallas Office)
The investment analyst position will be a key part of the investment and advisory teams in a high-growth, entrepreneurial investment firm and multi-family office where the analyst will gain experience in virtually all aspects of the business.
The investment analyst will primarily assist the senior team with client coverage and report preparation, analyzation of client balance sheets, developing investment recommendations, and coverage of existing investments to provide performance and financial market updates.
Duties and Responsibilities:
Minimum Position Requirements:
About Legacy Knight:
Legacy Knight is an independent, family and partner-owned Multi-Family Office providing exclusive investment access and tailored advisory services to over 150 ultra-high net worth families and family offices.
We foster a vibrant ecosystem among our partner families, team, and advisory board to generate best-in-class investment themes and empower our partner families to attain their desired financial legacy.