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Archive for January, 2017

Investment Analyst

OCEAN ROAD ADVISORS, INC.
Investment Analyst
Ocean Road Advisors, Inc. is an investment management company founded in 2005 to oversee the family
assets of Edward H. Meyer, the former and longstanding Chairman, President, and Chief Executive
Officer of the Grey Global Group, one of the world’s largest advertising and marketing and
communications companies and those of his son, Anthony E. Meyer, a private investor and entrepreneur.
Ocean Road Advisors invests directly and indirectly in public and private markets across a range of
strategies.
Today, Ocean Road Advisors, Inc. manages a portfolio in excess of $750 million in a broad range
of investment strategies, including public and private equities, hedge funds, real estate, venture capital,
and internally managed portfolios. Ocean Road Advisors also oversees the investments of several large
and active Meyer family philanthropic foundations.
Position Description
The Investment Analyst will provide support for the senior investment staff, serving as a portfolio
generalist. The Analyst will work closely with the entire investment team. Major responsibilities are
expected to include:
• Tracking investment performance
• Assisting with security analysis for internally managed portfolios
• Analyzing and evaluating risk and performance of investment managers and internal portfolios
• Preparing and presenting investment committee materials
• Creating reports and financial models related to asset allocation, performance, and risk analysis
• Developing quarterly risk management and asset allocation reviews
Qualifications
• 0-1 year of institutional investing or capital markets experience
• Bachelor’s degree required, preferably in finance or economics
• Passion for financial markets
• Superior attention to detail
• Demonstrated analytical skills
• Advanced Excel/Word/PowerPoint and Bloomberg ability
• Strong communication skills
• Intellectual curiosity
• Ability to work on multiple projects with hard deadlines
Qualified candidates should submit a resume and cover letter to employment@oceanroadadvisors.com

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Opportunity
Commonfund Capital is the private capital subsidiary of Commonfund, a global, institutional
investment management firm located in Wilton, CT. Founded in 1971, Commonfund is a
nonprofit organization with over $25 billion in assets under management whose core mission is
to enhance the financial resources of its investors through superior fund management,
investment advice and services. The firm offers pooled investment funds, customized accounts
and outsourced services spanning all asset classes to over 1,600 clients.
Formed in 1988, Commonfund Capital provides investors with the opportunity to achieve
higher investment returns and diversification through the private capital markets. As one of the
oldest and most well respected fund-of-funds, Commonfund Capital enables its clients to gain
access to primary, secondary and co-investment partnerships in private equity, venture capital,
and natural resources around the world. In addition, Commonfund Capital has oversight
responsibility for distressed capital funds originally raised and invested by a related
Commonfund entity.
As of September 30, 2016, Commonfund Capital has managed over $15 billion of private capital
commitments from our investors since inception. The investment team is currently made up
over 20 professionals and divides responsibility by investment strategy but takes a team
approach to decision making. Each investment strategy is managed by one or two Managing
Directors and generally an Associate Director or Director who spearheads due diligence and
manager oversight. Additionally, there are two associates on each team.
In planning for the future, Commonfund Capital seeks to recruit an Associate Director level
individual, who would focus on venture capital and growth equity. In this role, the successful
candidate will have the opportunity to gain invaluable experience working with top-tier private
capital partnerships at one of the premier private capital investment firms in the world. The
Associate Director will also help lead the sourcing and diligence of secondaries and growth
equity co-investments. He or she will also benefit from the mentorship of the Managing
Directors of Commonfund Capital, as well as from the expertise of the rest of the Commonfund
Capital team.
Role and Responsibilities
The successful candidate will play a key role in overseeing existing programs. This role entails
making primary, secondary and co-investment commitments; liaising with clients; and
participating in fundraising. This individual will work closely with the other members of the
Commonfund Capital team. Specifically, this will encompass the following:
• Undertake portfolio evaluation and analysis for a growing group of managers and funds.
• Identify attractive venture capital secondaries and work with Secondaries Team on diligence
• Source and diligence direct co-investments.
• Contribute to overall investment strategy, investment selection and recommendation, as well
as performance monitoring and measurement of investment programs.
• Complete analytical projects on specific investment topics and perform extensive due
diligence on new potential investment firms including direct meetings and reference checks.
• Maintain contact with managers and other industry professionals.
• Contribute significantly to the secondary investing and co-investment efforts for a portion of
the portfolio.
• Oversee updates of internal databases, deal logs and presentation charts.
• Drive analytical rigor through oversight and continued development of data collection efforts
as well as generating ideas to utilize such data for manager and industry evaluation purposes.
• Provide support to the marketing team relating to private capital programs, and have the
ability to present private capital programs to staff and trustees of client institutions.
• Supervise two associates.
Requirements
Ideally, the candidate will have two to five years experience in the private capital investment
business or a closely related financial sponsor or similar business, as well as a history of success
throughout their lives including business and academia. Individuals must be intellectually
curious and creative, possess exceptional judgment, a balanced ego and unquestionable
integrity. The successful candidate will have a unique combination of investment acumen,
personal drive and a passion for excellence that is characteristic of the Commonfund
organization. The candidate will have the opportunity and be expected to invest in the private
capital programs Commonfund organizes.
Ideal candidate qualifications include:
• Four-year college degree, MBA preferred, CFA a plus.
• Demonstrated knowledge of financial markets.
• Two to five years private capital or similarly relevant investment experience preferred; if
candidate does not have private capital experience then experience in a closely related field
is required.
• Interest in and background relevant to primary and secondary investing and co-investing.
• Strong analytical skills, including use of spreadsheet and database software for quantitative
analysis. Ability to create and maintain manager and other relevant databases. Strong ability
to generate insightful information out of complex and/or fuzzy information and data sets.
• Supervisory ability for two associates.
• Strong organizational, interpersonal and communication skills. Ability to complete
assignments independently and follow through on extended projects. Ability to identify and
accurately initiate solutions, set priorities and meet deadlines.
• Intellectual curiosity, flexibility, initiative and team orientation.
• Ability to handle multiple responsibilities.
• Willingness to travel (generally at least 50 days a year and can be significantly more than that)
and work globally and seamlessly across multiple offices.
• Series 7 and 63 licenses required within 6 months of hire.
Contact
Please contact the following in confidence with questions and/or expressions of interest:
Derek Braddock Dave Grosso
Partner Director of Research
BraddockMatthews, LLC BraddockMatthews, LLC
28 W 44th Street 28 W 44th Street
Suite 914 Suite 914
New York, NY 10036 New York, NY 10036
Office: (212) 257-4422 Office: (212) 257-4422
Email: Derek@BraddockMatthews.com Email: Dave@BraddockMatthews.com

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Cleveland Clinic Overview
The Cleveland Clinic is a multispecialty academic hospital center that integrates clinical and hospital
care with research and education. With more than 4,450 beds, Cleveland Clinic is one of the largest
and most respected health systems nationally and internationally. The Cleveland Clinic’s main
campus consists of 41 buildings on 160 acres. It also operates 18 family health and ambulatory
surgery centers in surrounding communities. In addition, Cleveland Clinic has affiliated facilities in
Florida, Nevada, Canada, and Abu Dhabi.
The Cleveland Clinic was founded in 1921 in Cleveland, Ohio by four renowned physicians with a
vision of providing outstanding patient care based upon the principles of cooperation, compassion
and innovation. The founders wanted to form a group practice in which individual members would
share clinical expertise and specialization and would dedicate themselves to the education of future
medical practitioners. It would also be a place where innovations in medical procedures and
practices would be encouraged through basic and applied research activities. The four founders also
envisioned a corporate structure that would support their vision. It involved the oversight and
direction by a separate board of community trustees in matters unrelated to patient and medical
practice issues.
“Patients First” is the guiding principle of Cleveland Clinic. It declares the primacy of patient care,
comfort and communication in every activity they undertake. It affirms the importance of research
and education for the improvement of patient care. “Patients First” also demands a relentless focus
on measurable quality. By setting standards, collecting data, and analysing results, Cleveland Clinic
puts patients first through improved outcomes and better service, providing a healthier future for
all. Cleveland Clinic operates as an integrated and cooperative group practice, as an academic
medical center and as an active research institute.
Attentiveness to innovative research, education, and high quality treatment is of key importance.
The Cleveland Clinic most recently recorded 5.9 million total visits, serving some of the highest
acuity patients who come from across the United States and 147 countries around the world. As
one of the largest and most respected hospitals in the country, Cleveland Clinic is consistently
named as one of the nation’s best hospitals in U.S. News & World Report’s “America’s Best
Hospitals” survey, with a heart and surgery program that has been ranked No. 1 each year since
1995.
Cleveland Clinic has a distinctive culture, shaped by its focus on the patient, its commitment to
quality care and innovation, and its physician-led practices. It has an egalitarian culture with 3,200
physicians and scientists on staff, representing 120 specialties and subspecialties. From 1921 to the
present, the Cleveland Clinic has always employed and salaried its physicians and Ph.D. scientific
investigators without incentive compensation. Specialization and sub-specialization have
characterized the practice and growth of the Cleveland Clinic, while its commitment to the
integration of research and education into a dynamic healthcare practice has allowed Cleveland
Clinic and its physicians and researchers to make many important contributions to the practice of
medicine over the years.
Cleveland Clinic Investment Office Overview
The Cleveland Clinic Investment Office (CCIO) is stewarded by the Investment Committee of the
Board of Directors. Guided by the Investment Policy Statement for each of the investment
portfolios, CCIO invests across a globally diversified pool of asset classes and employs many of the
world’s most successful investment managers for security selection of public and private equities,
fixed income, absolute return strategies, real assets and derivative products. CCIO is a values-driven
organization. From its inception in 2015, the Investment Committee and senior leadership sought to
create a division of the Cleveland Clinic whose foundation is excellence and innovation. The
Investment Office embraces a generalist model of investing where a team of experts are focused on
delivering value to the total portfolio, engage in constructive debate, thrive on collaboration,
embrace a sense of personal humility, and seek to continuously improve. CCIO is responsible for
managing and growing the $8 billion investment portfolio.
The Role: Director of Private Capital Strategies
The Leader will:
Be a member of the CCIO leadership team and actively participate in the oversight and investment
of the Clinic’s assets.
Manage the portfolio for superior investment returns that exceed the appropriate benchmarks and
offer maximum performance on a risk-adjusted basis.
Monitor the Private Capital portfolio for adherence to the asset allocation policy. Assist the CIO in
tactical investment decisions and hedging strategies.
Be an expert on matters related to investments across asset classes, especially Private Equity,
Venture Capital, Real Estate, and Natural Resources.
Serve at the Co-Portfolio Manager of the Captive Insurance Portfolio, in concert with the Director of
Absolute Return.
Review absolute and relative performance of direct holdings, separate accounts and comingled
funds. Advise CIO on funded status levels and potential uncalled capital contribution scenarios and
recommended changes to the portfolio structure that are related to performance, legal or
regulatory issues.
Promote and support the integration of a unified CCIO and a generalist culture on the investment
team where all staff is provided opportunities to gain substantive knowledge and experience in all
asset classes. Lead due diligence and underwriting initiatives for managers whose strategy may not
be your direct responsibility.
Essential Functions
Conduct research and due diligence on private capital investments and third-party managers, to
include onsite meetings, performance benchmarking, reference checks, and review of legal
documentation.
Lead research in emerging or thematic investment opportunities.
Monitor and manage the performance, risk profile, portfolio positions, current events and
organizational changes of CCIO’s existing private managers (private equity, venture capital, real
estate, and credit, absolute return and real assets) and complete analytical reviews to evaluate the
relative performance of each subportfolio and individual fund manager on a regular basis.
Prepare and present investment analysis and performance dashboards, and make recommendations
regarding new investment opportunities and manager terminations to CCIO staff, Clinic leadership
and the Investment Committee.
Evaluate opportunities to conduct sale of assets on secondary markets.
Co-manage, with the Director of Operations, the distribution management vendor.
Maintain a network with the external investment community to expand CCIO knowledge regarding
emerging investment opportunities and top performing investment managers and strategies.
Encourage their professional development of CCIO team members.
Perform ongoing and ad hoc duties and responsibilities as appropriate.
Minimum Qualifications
MBA or MS in Finance, Accounting, Economics or Mathematics.
CFA or CAIA preferred.
Minimum of ten years of professional experience in making direct investments across asset classes,
including directly in or in third-party managers specializing in private equity, fixed income, absolute
return, real estate and commodity strategies for an endowment, foundation or pension fund.
Experience in both domestic and international investment markets is preferred.
Qualified Candidates Contact:
Laura Harrell, Executive Recruiter
Ph: (216) 448-0303
E: HARRELL2@ccf.org
Link to online posting: http://jobs.clevelandclinic.org/job-detail.html?4600-director-private-capitalstrategies

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Cleveland Clinic Overview
The Cleveland Clinic is a multispecialty academic hospital center that integrates clinical and hospital care with research and education. With more than 4,450 beds, Cleveland Clinic is one of the largest and most respected health systems nationally and internationally. The Cleveland Clinic’s main campus consists of 41 buildings on 160 acres. It also operates 18 family health and ambulatory surgery centers in surrounding communities. In addition, Cleveland Clinic has affiliated facilities in Florida, Nevada, Canada, and Abu Dhabi.
The Cleveland Clinic was founded in 1921 in Cleveland, Ohio by four renowned physicians with a vision of providing outstanding patient care based upon the principles of cooperation, compassion and innovation. The founders wanted to form a group practice in which individual members would share clinical expertise and specialization and would dedicate themselves to the education of future medical practitioners. It would also be a place where innovations in medical procedures and practices would be encouraged through basic and applied research activities. The four founders also envisioned a corporate structure that would support their vision. It involved the oversight and direction by a separate board of community trustees in matters unrelated to patient and medical practice issues.
“Patients First” is the guiding principle of Cleveland Clinic. It declares the primacy of patient care, comfort and communication in every activity they undertake. It affirms the importance of research and education for the improvement of patient care. “Patients First” also demands a relentless focus on measurable quality. By setting standards, collecting data, and analysing results, Cleveland Clinic puts patients first through improved outcomes and better service, providing a healthier future for all. Cleveland Clinic operates as an integrated and cooperative group practice, as an academic medical center and as an active research institute.
Attentiveness to innovative research, education, and high quality treatment is of key importance. The Cleveland Clinic most recently recorded 5.9 million total visits, serving some of the highest acuity patients who come from across the United States and 147 countries around the world. As one of the largest and most respected hospitals in the country, Cleveland Clinic is consistently named as one of the nation’s best hospitals in U.S. News & World Report’s “America’s Best Hospitals” survey, with a heart and surgery program that has been ranked No. 1 each year since 1995.
Cleveland Clinic has a distinctive culture, shaped by its focus on the patient, its commitment to quality care and innovation, and its physician-led practices. It has an egalitarian culture with 3,200 physicians and scientists on staff, representing 120 specialties and subspecialties. From 1921 to the present, the Cleveland Clinic has always employed and salaried its physicians and Ph.D. scientific investigators without incentive compensation. Specialization and sub-specialization have characterized the practice and growth of the Cleveland Clinic, while its commitment to the integration of research and education into a dynamic healthcare practice has allowed Cleveland Clinic and its physicians and researchers to make many important contributions to the practice of medicine over the years.
Cleveland Clinic Investment Office Overview
The Cleveland Clinic Investment Office (CCIO) is stewarded by the Investment Committee of the Board of Directors. Guided by the Investment Policy Statement for each of the investment portfolios, CCIO invests across a globally diversified pool of asset classes and employs many of the world’s most successful investment managers for security selection of public and private equities, fixed income, absolute return strategies, real assets and derivative products.
CCIO is a values-driven organization. From its inception in 2015, the Investment Committee and senior leadership sought to create a division of the Cleveland Clinic whose foundation is excellence and innovation. The Investment Office embraces a generalist model of investing where a team of experts are focused on delivering value to the total portfolio, engage in constructive debate, thrive on collaboration, embrace a sense of personal humility, and seek to continuously improve.
CCIO is responsible for managing and growing the $8 billion investment portfolio.
Primary Objectives and Goals
The Senior Investment Analyst position is an integral part of the team, providing support for investment and strategy decisions related to the CCF portfolios. The Senior Investment Analyst will work with the CIO and Managing Directors to monitor and shape investments in multiple asset classes, and in some cases, will oversee a small portfolio of managers or a grouping of managers that fit within a short, intermediate or long term investment theses. The position requires the ability to work in a fast-paced environment, supporting the team in financial modeling, trading and rebalancing the portfolios, performing economic analysis, and other projects. Ongoing responsibilities will primarily be to support the investment team in researching investment views and specific assignments and mentor junior team members.
Functional Responsibilities Include:
Participate in idea generation, market research and analysis activities that create actionable investments in multiple asset classes.
Construct financial models to adequately create, assess, and execute investment themes and individual managers from both a risk and return perspective.
Compile market mapping, overviews and assessments of potential equity, fixed income, hedge fund, private capital and real asset managers.
Maintain quantitative and qualitative manager performance activity and holdings within CCFs internal database.
Collaborate with the risk management team to develop elevated governance and oversight and agreed to boundaries and exit strategies for individual investments and/or investment themes.
Create economic and investment market updates for the internal team and present contrarian views.
Prepare internal monthly and quarterly manager and/or portfolio reports detailing performance, exposures, concentrations and other portfolio characteristics
Interface and lead meetings with existing and prospective managers, custodian bank and external service providers.
Assist in the preparation of presentations to the Investment and Finance Committees and other internal CCF stakeholders.
Complete special projects as deemed appropriate.
Travel overnight both domestically and internationally to attend manager meetings.
Serve as a respected ambassador for CCF at manager meetings, conferences and industry events.
Professional Experience:
A minimum of 5 to 7 years of relevant professional experience in Investment Banking, Management Consulting, or Asset Management.
Demonstrated ability to manage a portfolio of assets and source/create unique investment opportunities.
Excellent quantitative and analytical skills with a firm understanding of the financial markets and investment environment.
High degree of individual initiative with a sense of urgency. Proven ability to meet deadlines.
Demonstrated ability to coordinate continuous workflow with other internal and external parties.
Proficiency in Excel, PowerPoint, Word, Adobe Acrobat, Factset, Bloomberg.
MBA or MS in business, finance, economics or mathematical sciences with a strong record of academic achievement. Possession or progression toward CFA or CAIA is desirable.
Qualified Candidates Contact:
Cindy McNeirney, Recruiter
Ph: (216) 315-1159
E: MCNEIRC@ccf.org
Link to online posting: https://ccf.wd1.myworkdayjobs.com/ClevelandClinicCareers/job/CC-Administrative-Campus/Senior-Investment-Analyst—Equity-Team_6119

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Athena Capital Advisors – Lincoln, MA
Job Title: Research Analyst, Impact Investing
Location: Lincoln, MA
Full/Part Time: FTE
Regular/Temporary: Regular
Description:
Athena Capital is seeking an Impact Investing focused investment professional to join its research team. Athena has been an active impact investor for many years and is looking to expand our team. Reporting to the co-heads of Research, the ideal candidate is an individual who has a strong interest in the impact/ESG investing field, has two to three years of professional experience in an investment role, not necessarily impact/ESG related, but one that has provided a solid foundation of financial markets and/or due diligence across asset classes or within a particular market segment.
Our Company:
Athena provides investment management, research and related services to high net worth individuals and non-profit institutions with approximately $5.9 billion under management. Importantly, Athena has a strong culture and seeks individuals who represent our core values of Excellence, Passion, Integrity and Caring (EPIC). For additional information on Athena, please visit http://www.athenacapital.com.
Job Duties and Responsibilities:
Depending on experience level, the candidate will have leading or supporting roles in the due diligence and monitoring efforts of impact/ESG related investments. The universe of investments will span asset classes from public equities and fixed income to alternatives but depending on background, the analyst may focus more on certain market segments. Projects will include contributing to in-depth analysis of specific impact issue areas in order to explore the investment landscape and understand how impact capital can create positive change. Additional ongoing responsibilities will include creating quarterly updates of investments and the active management of a database of investment opportunities, recent literature/articles, and industry contacts within the impact/ESG space. The analyst will also play a supporting role in continuing to build out Athena’s impact platform in terms of internal processes and procedures.
Major responsibilities include:
 Create investment write-ups and quarterly summaries on assigned funds
 Support due diligence efforts of various investment opportunities
 Manage database of impact investment opportunities, networks, organizations, and literature, and maintain best practices to keep current
 Contribute to in-depth assessments of topical impact issue areas to understand investment landscape
 Coordinate calls, visits, reviews, and database archives for assigned funds
 Present findings and recommendations on existing holdings and new opportunities to the CIO and Investment Committee

Flexibility to assist with internal projects and duties across Athena’s research
platform as needed
 Participate in daily market update meeting and news analysis
Requirements:
 An undergraduate degree
 Progress toward CFA or advanced degree is a plus, but not required
 Investment management experience through internships and/or full time roles is a
plus
 Base of knowledge of and strong interest in the impact/ESG investment landscape
and financial markets in general
 Strong communication skills, both written and verbal
 Highly organized and proactive
 Strong analytical skills
 Computer skills, including Excel, MS-Access, PerTrac, Bloomberg
 Willingness to travel as needed
 Willingness to assist in all areas of a growing business as needed
 Candidates must be eligible to work in the U.S.
Interested candidates should send resume, cover letter and salary requirements to
Resumes@athenacapital.com with the title “Impact Analyst”. No phone calls please.
References and writing samples will eventually be requested from finalists in the interview
process.
Athena Capital Advisors LLC is an equal opportunity employer and affords equal opportunity to all
applicants for all positions without regard to race, color, religion, gender, national origin, age,
disability, veteran status, sexual orientation or any other status protected under local, state or federal
laws. Successful candidates must be able to work in the U.S. for other than practical training.
Nothing in this job posting should be construed as an offer or guarantee of employment.

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programer

I am looking for a part time programmer.

Our FinTech company is building a brand new commercial real estate product.
Based in NYC or southern CT.
The person needs to have these technical skills: C++, python, C#, SQL, AWS, excel, VBA.
Strong real estate knowledge or interest in real estate.
Work part time, 20-30 hours per week in our office or remote.
May turn into a full time position within a year.
Will consider recent graduates and seniors in college as well as experienced programmers.
Please send resumes to “lqb9382@gmail.com“.mention steve eisenberg

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Yellowstone

Yellowstone Capital is looking to immediately hire 20 new sales associates!

We are looking to immediately hire 20 new sales associates to work out of our Jersey City location. If you are interested please email a resume and a cover letter to resumes@yellowstonecapllc.com or myself at isaac@yellowstonecapllc.com

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