Remote Investment Research Senior Associate

Job Overview

As a Senior Associate in Investment Research, you will be integral to our commitment to excellence in investment management. This role involves meticulous due diligence on investment managers and strategies, specifically tailored to meet the needs of high-net-worth clients. You will leverage your expertise to engage with internal stakeholders and clients, promoting a spirit of collaboration and enhancing our investment solutions. We invite those passionate about wealth and investment management to explore this opportunity with us.

Key Responsibilities

• Collaborate with the Investment Research team to pinpoint, assess, and implement effective investment strategies designed to suit our clients' unique requirements.
• Act as the lead contact within the team for designated investment strategies.
• Conduct comprehensive searches and initial evaluations of a wide variety of investment strategies.
• Perform continuous reviews of investment manager portfolios to ensure they align with client expectations.
• Engage in special investment research projects as needed.
• Work closely with the Client Advisory team to offer insights and suggest modifications in response to evolving client situations.
  
  

Required Skills

• 2 years of experience in investment or asset management.
• Ability to independently identify and analyze investment opportunities, utilizing established relationships for insights.
• Strong analytical, quantitative, and critical thinking skills.
• Exceptional attention to detail with the capacity to juggle multiple tasks and adapt to shifting priorities effectively.
• Solid grasp of investment management principles, particularly in areas such as asset allocation and portfolio construction.
• Basic familiarity with business, legal, and accounting concepts applicable to investment evaluation.
• Excellent verbal and written communication skills, with proficiency in essential tools like Excel and Bloomberg.
• Proven history of collaborative work within a team setting, with a preference for those with mentoring experience.
• High standards of ethics and professionalism.
  
  

Qualifications

• Bachelor's degree in Finance, Economics, or a related field.
• 2 years of relevant experience in investment research or asset management.
  
  

Career Growth Opportunities

We are dedicated to fostering your professional development, with tailored pathways for mentorship and advancement in the investment management arena.

Company Culture And Values

Our firm thrives on a culture of collaboration and continuous learning, where open communication is encouraged, and every team member's contributions are valued. We are committed to diversity and inclusion and strive to create an environment that respects and celebrates individual differences.

Networking And Professional Opportunities

This role offers substantial opportunities for networking, skill enhancement, and collaboration within the investment management community, positioning you at the forefront of industry trends.

Compensation And Benefits

• Competitive base salary and incentive compensation.
• Company-subsidized medical, dental, and vision insurance for employees and their dependents.
• 401K plan, life insurance, and short & long-term disability coverage.
• One Medical membership for employees and their dependents, as well as an Employee Assistance Program (EAP) and wellness initiatives.
• Flexible time off, paid parental leave, and a sabbatical program following a designated tenure.
• A hybrid remote work model including “Work from Anywhere” weeks and a casual dress code.
• A newly designed office with various amenities, including catered lunches and a fully stocked pantry.
  
  

Join us to become part of a dynamic team where your insights and contributions will make a meaningful impact in the wealth management sector.

Employment Type: Full-Time