Analyst to the CEO
Company: Bonaventure Shared Services, LLC
Location: Alexandria
Posted on: February 17, 2026
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Job Description:
Job Description Job Description Job Title: Analyst to the CEO
Location: Alexandria, VA – Onsite Reports To: Founder & Chief
Executive Officer Why This Role Matters: This is not a traditional
analyst role. It’s a unique opportunity to work directly with a
visionary CEO, gaining exposure to high-level strategy, personal
finance, and entrepreneurial ventures. You’ll be trusted with
sensitive information, empowered to lead initiatives, and expected
to bring solutions — not just problems — to the table. Overview of
Role: We are seeking a highly intelligent, self-directed, and
versatile analyst to serve as a strategic right hand to the CEO.
This role blends financial analysis, research, and project
management across a diverse set of domains — from managing a public
stock portfolio, overseeing family office responsibilities to
supporting board-level business decision making. The ideal
candidate is a student of business, obsessed with execution, hungry
for growth, and thrives in a fast-paced, high-trust environment.
This role is perfect for you if: You are self-directed and
proactive; thrives with autonomy. You have curious mind and are a
lifelong learner. You are a student of business with a broad
appetite for understanding industries and strategies. You are
obsessive about execution — you get things done with precision and
urgency. You are resilient — you solve problems and navigate
obstacles with creativity and confidence. You are self-confident
without being cocky — comfortable in high-stakes environments. You
love digging into the details and can articulate the strategy for
business decisions. You continuously reprioritizes needs based upon
the overall business needs. Example Responsibilities: Financial &
Investment Analysis Manage and monitor public stock portfolios,
including performance tracking and rebalancing recommendations. Ad
hoc projects Maintain and update personal financial statements and
related documentation. Analyze trust loan structures and
opportunities. Conduct due diligence on new business and investment
opportunities. Coordinate with external advisors and internal
stakeholders to drive project execution. Prepare executive-level
summaries and recommendations for strategic decisions Board &
Business Support Provide analytical support for businesses where
the CEO serves on the board. Assist in evaluating acquisition
opportunities. Lead execution of specific initiaves, i.e. business
acquisition due diligence, new product launches, competitor
analysis Support a varied of insurance related business
investement. Skills & Experience 5 years of experience in finance /
private equity field Exceptional financial modeling and analytical
skills. Experience in investment analysis, corporate finance, or
family office operations. Strong project management and
multitasking abilities. Familiarity with trust structures,
insurance, and alternative investments is a plus.
Keywords: Bonaventure Shared Services, LLC, Rockville , Analyst to the CEO, Accounting, Auditing , Alexandria, Maryland
