Firm Overview
Established in 2023, SEFO Management is a Dallas-based single-family office managing the wealth and affairs of an ultra-high-net-worth entrepreneur. SEFO’s investment goal is to build a diversified, institutional quality, global portfolio that aligns with the principal’s wealth objectives. We invest both strategically and opportunistically across all asset classes and geographies, with an emphasis on alternative investments.
Our office operates with a collaborative spirit and a commitment to delivering exceptional results. The Investment Analyst role offers an exciting opportunity to work closely with senior leadership in a growing office.
Position Summary
SEFO is seeking a creative, hardworking, and passionate investment professional to join our team. This role will work closely with the CIO and Senior Investment Associate and will be responsible for providing critical support in managing and growing the firm’s portfolio. This position requires a strong ability to multitask and manage several projects simultaneously. Our culture is highly collaborative and entrepreneurial, and we are looking for someone that is a motivated self-starter with a desire to learn and grow in a fast-paced environment. Specific responsibilities will include:
Requirements
Compensation & Benefits
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