Associate, Investment & Markets Research
$90,000–$90,000 year
HybridNew York, United States
Job Summary
Conduct manager and investment due diligence by qualitatively and quantitatively assessing investment strategies for high-net-worth clients. Analyze market trends, macroeconomic factors, and industry developments to inform strategy discussions and prepare regular reports on global economic developments. Execute searches, perform initial due diligence on investment strategies, and monitor ongoing due diligence on investment manager portfolios and operations. Collaborate with the Client Advisory team to serve clients, recommend adjustments based on changing circumstances, and educate prospects on complex investment strategies during meetings and networking events. Participate in internal and external discussions regarding investment and market strategies while representing the firm in business development activities.
Required Qualifications
- 1-4 years of demonstrated interest or experience in investment management
- Ability to independently source and analyze investment ideas, and utilize relationships to provide additional insight
- Intellectual curiosity and strong analytical, quantitative, and critical reasoning skills
- Attention to detail, and ability to juggle multiple tasks, respond to changing priorities, and meet deadlines
- Strong knowledge in investment management concepts and theory particularly relating to asset allocation, portfolio construction and strategy selection
- Base-level understanding of business, legal, and accounting issues involved in the evaluation of investments
- Superior written and verbal communication skills and fluency with Excel, Bloomberg, and other essential computer programs/data systems
- Proven track record of excellence in working within a team and preferably managing and mentoring others
- High ethical and professional standards
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