Investment Research Senior Associate - Remote | WFH

Job Overview

Join our esteemed Investment Research team as a Senior Associate, where your expertise will be instrumental in performing in-depth due diligence on investment managers and their strategies. You will evaluate a variety of investment methodologies tailored to the unique needs of high-net-worth clients, ensuring that each strategy integrates seamlessly with their individual portfolios. This role emphasizes collaboration with both internal teams and clients, allowing you to showcase your exceptional communication skills and dedication to wealth management. If you are enthusiastic about advancing your career in investment research, we encourage your application.

Key Responsibilities

• Collaborate with the Investment Research team to identify, assess, and execute effective investment strategies for our clients.
• Act as the primary contact within the team for specific investment strategies.
• Conduct comprehensive searches and initial due diligence on a diverse array of investment strategies.
• Perform ongoing evaluations of investment manager portfolios and operations to ensure alignment with client requirements.
• Lead ad-hoc investment research initiatives as necessary.
• Partner closely with the Client Advisory team to provide insights and suggest modifications based on evolving client circumstances.
• Engage actively in client meetings, clarifying our investment approach and elucidating complex strategies.
• Participate in business development efforts, including networking events and meetings with potential clients, representing our firm with professionalism and integrity.
  
  

Required Skills

• Minimum of 2 years of experience in investment or asset management.
• Competence in independently sourcing and analyzing investment ideas, leveraging relationships for valuable insights.
• Strong intellectual curiosity paired with analytical, quantitative, and critical reasoning capabilities.
• Exceptional attention to detail with the ability to manage multiple priorities and adapt to changing circumstances.
• Comprehensive understanding of investment management principles, particularly in asset allocation, portfolio construction, and strategy selection.
• Proficient in relevant software applications, including Excel and Bloomberg, along with excellent written and verbal communication skills.
• Proven track record of collaborative teamwork, with prior experience in managing and mentoring preferred.
• High ethical standards and professionalism.
  
  

Qualifications

• A Bachelor's degree in Finance, Economics, or a related field is preferred.
  
  

Career Growth Opportunities

Our firm is committed to fostering your professional development, offering personalized pathways for career advancement, mentorship opportunities, and engagement in diverse investment research projects.

Company Culture And Values

We are dedicated to cultivating a collaborative and innovative work environment. Our values center around integrity, teamwork, and a commitment to client success, making this an ideal place for professionals who value these principles.

Compensation And Benefits

• Competitive base salary complemented by incentive compensation.
• Comprehensive company-subsidized medical, dental, and vision coverage for employees and their dependents.
• 401K plan, life insurance, and both short and long-term disability coverage.
• Flexible time off, paid parental leave, and a sabbatical program after a designated tenure.
• Hybrid work environment with opportunities for remote work and a casual dress code.
• Access to a newly designed office space with perks like catered lunches and a well-stocked pantry.
  
  

Employment Type: Full-Time