Investment Analyst
Memphis, TN Memphis, TN Full-time Full-time $50,000 - $60,000 a year $50,000 - $60,000 a year 6 days ago 6 days ago 6 days ago Investment Analyst Wilson Investment Management (WIM) provides investment management and family office services to the Kemmons Wilson family office and its associated entities.
WIM evaluates, selects, and monitors investment strategies solely for family capital.
Our portfolio is invested globally across a diverse range of asset classes and strategies.
Most investments are implemented through long-term partnerships with leading external fund managers.
This role offers a unique opportunity to join a team driven to generate exceptional risk-adjusted returns to further the family mission.
The Kemmons Wilson family is known primarily as the founding enterprise behind the Holiday Inn hotel chain and continues to own, operate, and partner with well-aligned partners in long-term, value creative businesses.
The family has built out a hospitality-focused investment platform in addition to a portfolio of investment interests across various consumer and retail industries.
Position Overview The Investment Analyst will work as a core member of a small, flat team, working directly with senior leadership to research and evaluate investment opportunities.
Responsibilities include:
Work with the WIM team to research opportunities in various asset classes and strategies Conduct and deliver timely and accurate quantitative and qualitative analysis Participate in diligence meetings with investment managers, traveling onsite as needed Attend internal investment meetings, contributing independent opinions and questions Source, evaluate, and track new investment opportunities while assessing their potential impact on the portfolio and ensuring alignment with the family's values and goals Develop and continually improve upon a process for evaluating existing investments Deliver periodic reports, ad-hoc projects, and investment recommendations to the team Form high-quality external industry relationships and build out a personal network Position Requirements Undergraduate degree (finance, economics, math, data analysis, or engineering disciplines preferred) and excellent academic credentials 2-4 years professional experience, investment-related work preferable Demonstrated passion for finance and investing with a high level of intellectual curiosity Willingness to travel to evaluate investment opportunities Effective verbal and written communication skills and strong attention to detail Outstanding quantitative and qualitative analytical skills Robust project management skills with the ability to complete tasks on a timely basis Strong work ethic, high integrity, attention to detail, problem solver Willingness to work collaboratively as part of a team Resourceful worker possessing adaptability and a growth mindset Job Type:
Full-time Pay:
$50,000.
00 - $60,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Life insurance Paid time off Vision insurance Physical setting:
Office Schedule:
8 hour shift Monday to Friday Ability to commute/relocate:
Memphis, TN 38103:
Reliably commute or planning to relocate before starting work (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
WIM evaluates, selects, and monitors investment strategies solely for family capital.
Our portfolio is invested globally across a diverse range of asset classes and strategies.
Most investments are implemented through long-term partnerships with leading external fund managers.
This role offers a unique opportunity to join a team driven to generate exceptional risk-adjusted returns to further the family mission.
The Kemmons Wilson family is known primarily as the founding enterprise behind the Holiday Inn hotel chain and continues to own, operate, and partner with well-aligned partners in long-term, value creative businesses.
The family has built out a hospitality-focused investment platform in addition to a portfolio of investment interests across various consumer and retail industries.
Position Overview The Investment Analyst will work as a core member of a small, flat team, working directly with senior leadership to research and evaluate investment opportunities.
Responsibilities include:
Work with the WIM team to research opportunities in various asset classes and strategies Conduct and deliver timely and accurate quantitative and qualitative analysis Participate in diligence meetings with investment managers, traveling onsite as needed Attend internal investment meetings, contributing independent opinions and questions Source, evaluate, and track new investment opportunities while assessing their potential impact on the portfolio and ensuring alignment with the family's values and goals Develop and continually improve upon a process for evaluating existing investments Deliver periodic reports, ad-hoc projects, and investment recommendations to the team Form high-quality external industry relationships and build out a personal network Position Requirements Undergraduate degree (finance, economics, math, data analysis, or engineering disciplines preferred) and excellent academic credentials 2-4 years professional experience, investment-related work preferable Demonstrated passion for finance and investing with a high level of intellectual curiosity Willingness to travel to evaluate investment opportunities Effective verbal and written communication skills and strong attention to detail Outstanding quantitative and qualitative analytical skills Robust project management skills with the ability to complete tasks on a timely basis Strong work ethic, high integrity, attention to detail, problem solver Willingness to work collaboratively as part of a team Resourceful worker possessing adaptability and a growth mindset Job Type:
Full-time Pay:
$50,000.
00 - $60,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Life insurance Paid time off Vision insurance Physical setting:
Office Schedule:
8 hour shift Monday to Friday Ability to commute/relocate:
Memphis, TN 38103:
Reliably commute or planning to relocate before starting work (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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