Lead impactful investment research and portfolio analysis projects at a dynamic advisory firm. Collaborate closely with seasoned professionals to enhance processes and drive results. Gain valuable experience in a high-performance environment.
Senior Analyst
in Financial Services PermanentJob Detail
Job Description
Overview
- Serve as a Senior Analyst, overseeing investment research and portfolio analysis within a dynamic alternative investment advisory firm.
- Collaborate closely with the partner group to manage and enhance research processes and team development.
- Perform fundamental analytical work and design scalable workflows across investment activities.
- Take ownership of maintaining and improving repeatable processes across the investment workflow.
- Support portfolio construction efforts, including revenue share modeling and scenario analysis.
- Contribute to firm-wide strategic initiatives and cross-functional projects.
- Monitor and evaluate existing managers, including performance tracking and operational updates.
- Work on-site in a collaborative environment to ensure high-quality execution of investment processes.
Key Responsibilities & Duties
- Administer and improve research processes to ensure quality execution and best practices.
- Conduct investment and operational due diligence on prospective managers.
- Prepare for and participate in meetings with external managers, writing research notes and memos.
- Perform quantitative analysis using Excel and support portfolio construction efforts.
- Monitor existing managers and conduct market research to inform macro views.
- Review portfolio-level reports for internal and external distribution.
- Manage, develop, and hold accountable junior analysts on the team.
- Contribute to firm-wide strategic initiatives and cross-functional projects.
Job Requirements
- Bachelor of Science degree required, preferably in finance or related fields.
- 5-10 years of relevant industry experience in investment research or portfolio analysis.
- Demonstrated project and process management experience.
- Strong command of Excel, PowerPoint, and Bloomberg.
- Exceptional analytical, communication, and presentation skills.
- High integrity, intellectual curiosity, and a passion for investment research.
- Ability to work on-site and collaborate effectively with team members.
- Knowledge of fundamental research qualitative and quantitative best practices.
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