The investment analyst researches and monitors direct deals, fund investments and public portfolios for the family.
Family Office Investment Analyst salary
We estimate $100K–$160K base salary for a investment analyst at a US single family office managing $250M–$1B, with a typical bonus of 15–40%. Smaller offices pay about 15% less and $1B+ offices about 20% more.
- Midpoint
- –
- Typical bonus
- –
- How we search
- –
Estimated base salary at US single family offices. A starting point, not an offer. How we estimate.
Investment analyst salary by city
| City | Base salary (estimate) |
|---|---|
| New York City | $115K–$185K |
| Chicago | $105K–$165K |
| Dallas | $100K–$160K |
| Houston | $100K–$155K |
| Los Angeles | $110K–$175K |
| Miami | $100K–$165K |
| Palm Beach | $105K–$165K |
| Boston | $105K–$170K |
| San Francisco Bay Area | $115K–$185K |
| Seattle | $110K–$175K |
| Atlanta | $100K–$155K |
| Austin | $100K–$160K |
Family Office Investment Analyst job description
- Screen direct deals and fund opportunities
- Build models and investment memos
- Monitor existing investments and managers
- Prepare investment committee materials
- Support due diligence
Skills and background
- Financial modeling
- Due diligence
- Private markets
- Clear writing
- Curiosity
Typical background: 2–5 years in investment banking, private equity, consulting or a fund.
Investment analyst interview questions
- Walk me through a deal you'd pass on and why.
- How would you evaluate a fund manager?
- Build a quick case for a direct investment.
- What makes family office investing different from a fund?
More in our guide to family office interview questions.
How we recruit a investment analyst
We run contingent searches for this role: a brief with you (and the principal where it matters), a shortlist of three to five vetted candidates, confidential interviews, and support through the offer and the first 90 days. Start a search.
Questions
What does a family office investment analyst earn?
We estimate $100K–$160K base salary at a US single family office managing $250M–$1B, plus a typical bonus of 15–40% of base. Pay varies by city and office size.
What does a family office investment analyst do?
The investment analyst researches and monitors direct deals, fund investments and public portfolios for the family.
What background does a investment analyst need?
2–5 years in investment banking, private equity, consulting or a fund.
How do you recruit a investment analyst?
We usually run a contingent search: a brief with the family, a vetted shortlist, confidential interviews and help closing the offer.