Family Office Investment Analyst

Date: May 25, 2023

Location: Naples, FL, US, 34108

Company: Arthrex

Requisition ID: 57516 
Title: Family Office Investment Analyst 
Division: Arthrex, Inc. (US01) 
Location: Naples, FL. 





Arthrex is a global medical device company and a leader in new product development and medical education in orthopedics. We value quality and invest in our employees by offering a competitive benefits package including a great work-life balance and opportunities for continuing education through training and conferences. Arthrex is located in Naples, Florida which has great weather year-round and no state income tax!


Main Objective:

The primary responsibilities include reconciling investment brokerage activity and statements, monitoring financial markets, and performing details analytics and benchmarking on investment performance.


Essential Duties and Responsibilities:

  1. Participate in the underwriting and evaluation process for prospective investments.
  2. Support acquisition and disposition efforts through financial modeling, business plan development, comp analysis, and market research.
  3. Prepare investment memorandums and presentations for prospective investment opportunities.
  4. Daily monitors and review transactional reporting and reconciliation of investment activity.
  5. Maintenances historical investment costs basis, with considerations including transactions in kind, stepped up basis, wash sale analysis and specific lot buy/sale transactions.
  6. Research complex investment banking transactions for proper classification and reporting.
  7. Reviews investment bank fee analysis statements.
  8. Prepares monthly, quarterly and annual reporting packages covering portfolio performance.
  9. Creates ad hoc reporting and analysis involving what if analysis, ROI, and IRR.
  10. Develops and maintains reporting and analysis of investment past performance and bench marking of results.
  11. Performs research and reporting on alternative investment funds commitments, calls, redemptions, performance and fees.
  12. Tracks portfolio liquidity and allocation across funds, entities, and investment banking partners.
  13. Monitors and reports on foreign exchange rates, trends, futures, forwards, spot trades and swaps.


Incidental Duties:

The above statements describe the general nature and level of work being performed in this job.  They are not intended to be an exhaustive list of all duties, and indeed additional responsibilities may be assigned, as required, by management


Education and Experience:

Bachelor’s degree required in Finance, Economics, Accounting, or related field required.

2 years relevant finance/investment management experience required.


Knowledge and Skill Requirements/Specialized Courses and/or Training:

Ability to work on confidential information

Ability to work both collaboratively and autonomously

Capacity to manage competing priorities while keeping sight of big-picture objectives

Highly adaptable with excellent time-management and follow-through skills

Skilled in working with different functions and effectively coordinates their activities to achieve desired results. 

Excellent listening skills, including the ability to identify and isolate concerns or objections, in addition to excellent written and oral communication skills. 


Machine, Tools, and/or Equipment Skills:
Tech savvy with proficiency in Microsoft Office 365, treasury desktop banking systems, SEI Archway, Addapar, and Bloomberg Terminal.






Arthrex 2023 Benefits

  • Medical, Dental and Vision Insurance
  • Company-Provided Life Insurance
  • Voluntary Life Insurance
  • Flexible Spending Account (FSA)
  • Supplemental Insurance Plans (Accident, Cancer, Hospital, Critical Illness)
  • Matching 401(k) Retirement Plan
  • Annual Bonus
  • Wellness Incentive Program
  • Free Onsite Medical Clinics
  • Free Onsite Lunch
  • Tuition Reimbursement Program
  • Trip of a Lifetime
  • Paid Parental Leave
  • Paid Time Off
  • Volunteer PTO
  • Employee Assistance Provider (EAP)



All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Nearest Major Market: Naples

Job Segment: Market Research, Medical Device, Orthopedic, Product Development, Marketing, Research, Healthcare