Investment Analyst
On-siteConshohocken, Pennsylvania, United States
Job Summary
Support due diligence and manager research across public equity, fixed income, real assets, hedge funds, and private markets by conducting background work, performing performance and risk analysis, and drafting investment memos. Maintain coverage of existing managers by preparing for update calls, tracking changes, and flagging developments requiring closer review. Contribute to investment analyses, educational pieces, and presentations for the Family Office Group, clients, and prospects. Assist with asset allocation modeling and portfolio analytics, including Capital Market Assumptions, strategic targets, and scenario sensitivity analysis. Maintain the investment data and research management system by updating manager communications, materials, and performance data. This generalist role requires working across multiple asset classes to understand their interconnections within Pitcairn's platform of daily liquid funds, semi-liquid structures, and traditional drawdown private funds.
Required Qualifications
- Bachelor's degree in business, finance, economics, or a related quantitative field
- Two to four years in an investment or investment-adjacent role: investment management, due diligence, research, performance reporting, asset allocation, or investment consulting
- Working familiarity with at least one of the following: public equity, fixed income, hedge funds, private equity or private credit, or real assets
- Exposure to asset allocation or portfolio construction frameworks and the math beneath them: mean-variance optimization and the efficient frontier, risk and return contribution, correlation and covariance estimation, and their practical limits
- Advanced Excel
- Ability to work independently and as a member of a team, and to self-manage in an environment spread across multiple locations
Desired Qualifications
- PowerPoint skills
- Familiarity with institutional research and technology platforms such as Morningstar, PitchBook, Venn, Tamarac, Backstop Solutions, and CENTRL
- Experience with AI tools, SQL, or Python
- An interest in pursuing the CFA or CAIA designation
- Intellectual curiosity, including a willingness to follow a question past the first answer
- Strong analytical skills and attention to detail, with the organization to keep several workstreams moving at once and accountability for your own work
- Clear writing and comfortable verbal communication, since much of the role involves explaining findings to colleagues and clients who were not part of the underlying work
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