Investment Research Associate, Wealth Management

Overview

• Conduct investment research and due diligence on strategies for high-net-worth clients.
• Collaborate with teams to source, analyze, and implement investment strategies.
• Engage in client and prospect meetings to educate on investment approaches.
• Provide market analysis and insights to clients and advisory teams.
• Support business development through networking and prospect engagement.
• Contribute to internal discussions on portfolio construction and strategy selection.
• Maintain high ethical and professional standards in all activities.

Key Responsibilities & Duties

• Perform initial and ongoing due diligence on investment managers and portfolios.
• Act as a primary contact for specific investment strategies within the research team.
• Collaborate with advisory teams to adjust strategies based on client needs.
• Participate in client meetings to explain complex investment strategies.
• Assist in market analysis and provide comprehensive insights to clients.
• Support business development by attending events and engaging prospects.
• Mentor team members and contribute to collaborative investment discussions.

Job Requirements

• Bachelor of Science degree in a relevant field required.
• Minimum of 4 years of experience in investment or asset management.
• Strong analytical, quantitative, and critical reasoning skills.
• Proficiency in Excel, Bloomberg, and other essential data systems.
• Knowledge of asset allocation, portfolio construction, and strategy selection.
• Excellent communication skills, both written and verbal.
• Ability to manage multiple tasks and meet deadlines effectively.