9 часов назад
Investment Analyst (Investment Research)
85 000 - 100 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Investment Analyst (Investment Research): Conducting manager due diligence, financial analysis, asset allocation, and monitoring for client portfolios with an accent on investment research, risk management, and manager selection. Focus on analyzing prospective and existing managers, developing market commentary and investment materials, and presenting recommendations to oversight committees, relationship managers, and clients.
Location: New York, United States
Base salary: $85,000–$100,000 per year, plus an annual bonus target.
Company
is a global financial services firm providing investor services, capital partnerships, technology solutions, and investment expertise to sophisticated clients.
What you will do
- Conduct due diligence on prospective investment managers and monitor existing managers.
- Perform financial analysis to support investment decisions and portfolio oversight.
- Participate in on-site and virtual meetings with managers worldwide.
- Prepare quarterly and annual manager materials, commentary, and broader market analysis.
- Develop investment materials for the Private Banking Investment Oversight Committee, relationship managers, and multi-family office clients.
- Support asset allocation, manager selection, risk management, and the delivery of investment excellence.
Requirements
- Exceptional academic performance and strong intellectual curiosity.
- Relevant prior experience in finance-related or highly analytical roles, such as investment banking, private equity, investment management, corporate finance, or data analysis.
- Strong quantitative analytical, oral communication, written communication, and organizational skills.
- Ability to work successfully in a team-based environment.
- Ideal candidates graduated or will graduate from undergraduate classes of 2024–2025.
Culture & Benefits
- Three-year analyst program with exposure to every stage of the investment process.
- Opportunities to work with experienced investment managers and senior colleagues.
- Mentoring and professional development support.
- Benefits include long-term savings, healthcare, income protection, and paid time off.
- Collaborative partnership culture focused on collective debate, problem-solving, and long-term client relationships.
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