Junior Research Analyst

Overview

• Embark on a rewarding career as a Junior Research Analyst in the investment industry, contributing to portfolio analysis and strategic research initiatives.
• Gain exposure to diverse investment strategies, including hedge funds, private investments, and capital markets, within a collaborative and innovative environment.
• Work alongside seasoned professionals, enhancing your analytical and technical skills through hands-on experience and advanced tools.
• Participate in firm-wide projects, fostering cross-functional collaboration and professional growth opportunities.
• Develop expertise in conducting rigorous research processes and contributing to strategic initiatives that drive organizational success.
• Join a values-driven organization committed to ethical practices and industry leadership, providing a supportive and inclusive work environment.
• Enhance your career trajectory by engaging in structured programs designed to build your investment knowledge and professional capabilities.

Key Responsibilities & Duties

• Conduct comprehensive investment and operational due diligence on prospective managers, ensuring alignment with organizational goals.
• Prepare detailed research notes, memos, and updates for internal distribution, supporting informed decision-making processes.
• Perform quantitative analysis and create exhibits using advanced Excel techniques to support portfolio evaluations.
• Monitor and evaluate existing managers, including performance tracking and reporting to ensure consistent results.
• Support portfolio construction efforts through scenario analysis and strategic input, contributing to optimal investment strategies.
• Contribute to firm-wide strategic initiatives and collaborative projects, enhancing organizational effectiveness and innovation.
• Maintain and update performance databases and portfolio models regularly, ensuring accuracy and reliability.
• Conduct market research to inform macroeconomic views and portfolio positioning, supporting strategic decision-making.

Job Requirements

• Bachelor’s degree in finance, economics, or a related field is required, demonstrating foundational knowledge in investment principles.
• 1-2 years of experience in finance, investing, or consulting is preferred, showcasing practical expertise in the industry.
• Proficiency in Excel, PowerPoint, and Bloomberg applications is essential, ensuring effective data analysis and presentation capabilities.
• Strong analytical, communication, and presentation skills are necessary, supporting effective collaboration and decision-making.
• Familiarity with hedge funds, private investments, or capital markets is beneficial, enhancing your ability to contribute to strategic initiatives.
• Structured, organized, and deadline-oriented approach to work is required, ensuring consistent and reliable performance.
• Commitment to ethical standards and a team-first mindset is essential, fostering a positive and collaborative work environment.
• Process-driven mindset with the ability to follow and improve frameworks is advantageous, supporting continuous improvement efforts.