Institutional Investment Office Research Analyst

New York, United States | Full-time | Partially remote

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The Institutional Advisory Practice manages global, multi-manager portfolios for non-profit organizations and families. As a Institutional Investment Office Research Analyst you will be part of an investment team responsible for sourcing, evaluating, and monitoring investment managers as well as performing research that supports our investment and client communication efforts. The position will require analysis of a wide array of investment strategies across asset classes and geographies. 

Job duties:

  • Source and perform due diligence on investment managers across asset classes.
  • Research emerging areas of investment opportunity as well as initiatives that will inform our investment thinking and client communications.
  • Construct and enhance qualitative and quantitative manager analysis reports.
  • Compile, calculate and analyze data from various sources.
  • Maintain a proprietary database of investment managers and strategies.
  • Compose formal research reports and quarterly manager research updates.
  • Effectively communicate one’s analysis to the team verbally and in writing.
  • Prepare materials to support our marketing efforts.

Requirements

  • A Bachelor’s degree as well as at least 2 years of relevant work experience.
  • Commitment, energy, enthusiasm, and a passion for investments.
  • Knowledge of qualitative and quantitative investment concepts.
  • Strong communication skills, both verbal & written.
  • Exceptional organizational skills and attention to detail 
  • High proficiency in Microsoft Office suite; preference for experience / expertise in coding.
  • Ability to work in a collegial, supportive, and respectful atmosphere.
  • Vaccination is required as this position will work in the office.