Position OverviewGrove Lane Partners is seeking a highly motivated and detail-oriented Analyst to support the President and Head of Operations for the Private Wealth business, helping execute high-impact strategic and operational initiatives across the firm. This role offers a unique opportunity for an early-career professional to gain broad exposure to the private wealth business, working directly with senior leadership on a diverse portfolio of special projects.
The ideal candidate is intellectually curious, highly organized, and thrives in a fast-paced environment that demands both rigorous analytical thinking and strong written and verbal communication skills.
Key ResponsibilitiesStrategic & Special Projects- Support the President and Head of Operations on a range of cross-functional special projects, including strategic planning, competitive analysis, and firm-wide initiatives.
- Conduct research and synthesize information on market trends, industry dynamics, peer firms, and investment themes relevant to the firm's strategy.
- Prepare executive-level presentations, briefing materials, and talking points for internal and external audiences.
- Track and manage project timelines, deliverables, and follow-up items on behalf of senior leadership.
Analysis & Reporting- Assist in the preparation of internal management reports and board materials.
- Analyze portfolio company and fund-level data to identify trends and surface actionable insights.
- Support due diligence processes and investment-related workstreams as needed.
Operational & Administrative Support- Manage logistical preparation for key meetings, including agenda setting, recording notes, and post-meeting follow-up.
- Coordinate across internal teams - including investments, investor relations, legal, and finance - to advance leadership priorities.
- Handle sensitive and confidential information with the highest level of discretion and professionalism.
- Assist with ad hoc requests and time-sensitive assignments at the direction of the President and Head of Operations.
QualificationsRequired- Bachelor's degree in Finance, Economics, Business, or a related field from an accredited institution.
- 0-2 years of relevant experience; internship experience in investment management, investment banking, consulting, or financial services is strongly preferred.
- Strong quantitative and analytical skills with proficiency in Microsoft Excel and PowerPoint.
- Excellent written and verbal communication skills, with the ability to distill complex information into clear and concise outputs.
- High level of integrity, sound judgment, and ability to handle confidential matters with discretion.
- Exceptional organizational skills and attention to detail, with the ability to manage multiple priorities simultaneously.
Preferred- Familiarity with private wealth, alternative investments, or financial markets.
- Demonstrated ability to work effectively in a collaborative, team-oriented environment.
- Proactive, self-starting approach with a genuine interest in the private wealth space.
Actual base salary may vary based on factors such as individual's experience, skills, and qualifications for the role. Employees may be eligible for a discretionary bonus based on factors such as individual, team, and company performance as well as a comprehensive benefits package.
CHICAGO ANNUAL PAY RANGE
$75,000-$90,000 USD
Actual base salary may vary based on factors such as individual's experience, skills, and qualifications for the role. Employees may be eligible for a discretionary bonus based on factors such as individual, team, and company performance as well as a comprehensive benefits package.
NEW YORK ANNUAL PAY RANGE
$75,000-$90,000 USD
