Remote Senior Associate in Investment Research

Job Overview

As a Senior Associate in Investment Research, you will be instrumental in performing due diligence on investment managers and their strategies. Your primary objective will be to assess various investment methodologies for high-net-worth clients, ensuring each strategy is tailored to meet individual client portfolio needs. This role emphasizes collaboration across internal teams and direct engagement with clients, showcasing your exceptional communication abilities. If you are driven by a passion for wealth and investment management, we encourage you to apply.

Key Responsibilities

• Collaborate with the Investment Research team to identify, analyze, and implement effective investment strategies customized for clients.
• Serve as the main liaison within the Investment Research team for designated investment strategies.
• Conduct extensive searches and perform initial due diligence on a wide array of investment strategies.
• Carry out ongoing evaluations of investment manager portfolios to ensure they align with client requirements.
• Undertake ad-hoc investment research assignments as necessary.
• Partner closely with the Client Advisory team to offer valuable insights and recommend strategy adjustments based on evolving client circumstances.
• Engage in client and prospective client meetings, effectively communicating our investment philosophy and simplifying complex strategies.
• Participate in business development efforts, including networking events, while representing our firm in a professional manner.
  
  

Required Skills

• 2 years of experience in investment or asset management.
• Proven ability to independently source and evaluate investment ideas, leveraging established relationships to provide insights.
• Strong intellectual curiosity coupled with analytical, quantitative, and critical thinking skills.
• Exceptional attention to detail and the ability to manage multiple priorities effectively.
• Solid understanding of investment management principles, especially in asset allocation and portfolio construction.
• Basic knowledge of relevant business, legal, and accounting principles related to investment evaluation.
• Excellent verbal and written communication competencies, with proficiency in Excel, Bloomberg, and other essential tools.
• Demonstrated ability to work collaboratively within teams, with prior experience in managing and mentoring preferred.
• High ethical standards and professionalism.
  
  

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related discipline is required.
  
  

Career Growth Opportunities

• We provide a robust framework for personalized development and career progression, including mentorship and training programs that empower you to expand your skill set and advance your career in investment management.
  
  

Company Culture And Values

• Our organization promotes a collaborative and inclusive environment, fostering open communication and teamwork. We prioritize intellectual curiosity and ethical conduct, creating a workspace where professionals can thrive and contribute significantly to our clients’ success.
  
  

Compensation And Benefits

• Competitive base salary along with incentive compensation.
• Company-funded medical, dental, and vision insurance for employees and their families.
• 401K plan, life insurance, and short- and long-term disability coverage.
• Membership in One Medical for employees and their dependents, as well as access to an Employee Assistance Program (EAP) and wellness initiatives.
• Pre-tax transit and parking programs, Health Savings Account (HSA), and flexible spending accounts for medical and dependent care.
• Flexible time off, paid parental leave, and a sabbatical program after a specified tenure.
• A hybrid remote work environment with options for ‘Work from Anywhere’ weeks and a relaxed dress code.
• A modern office space equipped with various amenities, including catered lunches and a fully stocked pantry.
  
  

Employment Type: Full-Time