Senior Research Analyst, Institutional Intelligence
$120,000–$130,000 year
On-siteNew York, United States
New York, United StatesOn-siteFull Time$120,000–$130,000 yearSenior LevelMedium
Full TimeSenior LevelMedium
Job Summary
Build new intelligence outputs like monthly mandate trend summaries and analytical briefs by monitoring fragmented primary sources including pension board recordings, public filings, and RFP postings. Develop and refine AI-assisted workflows to systematically flag relevant mandates, ensuring verified data enters the database with analytical judgment beyond automated tools. Support the annual survey program by distributing instruments, managing participant relationships, and producing clean, publication-ready datasets while surfacing proactive trends for editorial and commercial teams.
Required Qualifications
- 5+ years of experience in financial research, data analysis, or a related role at an institutional investment firm, financial data company, or investment consultancy
- Deep familiarity with the institutional investment landscape — how pension funds, endowments, foundations, and asset managers operate, make decisions, and communicate publicly
- Demonstrated comfort using AI tools (large language models, automated research workflows, or similar) to improve research quality and efficiency
- Comfort working with unstructured data sources: board meeting audio and minutes, public filings, regulatory disclosures, and RFP documents
- Strong analytical and writing skills — you must be able to synthesize complex data into clear, accurate, concise summaries suitable for a sophisticated financial audience
- Experience managing large, complex datasets with a high standard of accuracy
- Bachelor's degree in finance, economics, or a related field
Desired Qualifications
- CFA charterholder, CFA candidate, CAIA charter, or Master's degree in finance, data science, or a related field
- Experience building or improving data collection and AI-assisted research workflows
- Familiarity with media or publishing environments
- Experience working directly with pension fund, endowment, or asset manager clients
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