The Research Analyst is responsible for meaningful contributions to several pivotal investment functions including asset allocation, manager / fund selection, the production of a periodical global market dashboard, asset class reviews, investment newsletters or commentaries, market outlooks and capital market expectations.
KEY RESPONSIBILITIES
- Perform investment and operational due diligence
- Assist with site-visits and manager due diligence documentation and present findings
- Production of asset class reviews, monthly commentaries, chart books, and market outlooks
- Production and documentation of quarterly capital market expectations
- Assist in the creation and management of peer groups across multiple public and private asset classes
QUALIFICATIONS
Cultural fit paramount with a minimum of 1-3+ years of investment experience; family office, foundation, or wealth management experience a plusExperience in a multi-asset class / multi-manager environment a plusBachelor’s degree required; professional designation and / or advanced degrees preferred (MBA, CFA, CAIA, etc.)Exceptional written and verbal communication skills (writing sample may be requested), client presentation experience a plusExperience with Bloomberg, Morningstar Direct, eVestment, and Pitchbook a plusAPPLY NOW
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Springtide insights
Periodic insights and updates from the SpringTide investment team
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