Investment Research Associate

Job Summary

To support investment strategies for high-net-worth clients, the full-time salaried Investment Research Associate will conduct due diligence on investment managers, analyze macroeconomic trends, and participate in client meetings to communicate investment approaches and insights.

Key responsibilities

• Collaborate with the Investment Research team to source and implement investment strategies while performing ongoing due diligence
• Monitor and analyze macroeconomic indicators, preparing reports and contributing insights to investment strategy discussions
• Engage with clients and prospects to explain investment approaches and assist in business development activities

Required qualifications

• 1-4 years of experience or demonstrated interest in investment management
• Strong analytical and quantitative skills with the ability to independently source and analyze investment ideas
• Knowledge of investment management concepts, particularly asset allocation and portfolio construction
• Proficiency in Excel, Bloomberg, and other relevant data systems
• Exceptional written and verbal communication skills, with a high standard of professionalism and ethics