Junior Research Analyst

Overview

• Support manager research and portfolio analysis efforts in a dynamic investment environment.
• Engage in structured two-year program with exposure to investment strategies.
• Collaborate with senior professionals to execute rigorous research processes.
• Develop expertise in hedge funds, private investments, and capital markets.
• Contribute to firm-wide strategic initiatives and cross-functional projects.
• Gain hands-on experience in portfolio construction and quantitative analysis.
• Enhance professional skills in Excel, PowerPoint, and Bloomberg applications.
• Participate in a values-driven organization committed to ESG principles.

Key Responsibilities & Duties

• Conduct investment and operational due diligence on prospective managers.
• Prepare research notes, memos, and updates for internal use.
• Perform quantitative analysis and build exhibits in Excel.
• Monitor and evaluate existing managers, including performance tracking.
• Support portfolio construction efforts and scenario analysis.
• Contribute to firm-wide strategic initiatives and cross-functional projects.
• Update performance databases and portfolio models regularly.
• Conduct market research to inform macro views and portfolio positioning.

Job Requirements

• Bachelor’s degree in finance, economics, or related field required.
• 1-2 years of experience in finance, investing, or consulting preferred.
• Strong command of Excel, PowerPoint, and Bloomberg applications.
• Exceptional analytical, communication, and presentation skills.
• Familiarity with hedge funds, private investments, or capital markets beneficial.
• Structured, organized, and deadline-oriented approach to work.
• Process-driven mindset with ability to follow and improve frameworks.
• Commitment to high ethical standards and team-first mindset.