Wealth Management Solutions, Research Analyst - Associate
On-siteNew York City, New York, United States or New York, United States
Job Summary
Conduct original investment research and idea generation across global equities, including fundamental and macro analysis for developed and emerging markets. Support equity portfolio implementation by performing due diligence on third-party funds and vehicles. Maintain internal tools and infrastructure to monitor markets, track research theses, and support trading and performance analytics. Present research findings and portfolio updates to the broader investment team and stakeholders while conducting meetings with sell-side analysts and industry experts. Assist with portfolio management activities such as trade planning, pre/post-trade analysis, and performance analysis. Collaborate with global internal partners including client advisors and due diligence specialists. Report to the Head of Equities within the Endowments & Foundations Investment Team, which manages over $35B in assets across traditional and ESG mandates for clients in the U.S., EMEA, and Latin America.
Required Qualifications
- Bachelor's degree
- Minimum 2 years of work experience, preferably in an investment-related role
- Strong proficiency in Excel and PowerPoint
- Experience with Bloomberg, FactSet, and/or similar platforms
- Strong analytical and critical thinking skills
- Comfort with data
- Coding skills
- Outstanding attention to detail
- Ability to work under time pressure
- Strong written and verbal communication skills
- Strong interest in research and markets
- Understanding of financial fundamentals
- Understanding of risk management topics
- Understanding of multi-asset portfolio management concepts
- Ability to thrive in a collaborative environment on a global team
Desired Qualifications
- Prior experience in an investing role
- Advanced degree
- CFA charterholder
- Progress toward the CFA
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