QUALIFICATIONS AND EXPERTISE THAT PAVE THE WAY FOR SUCCESS

• Bachelor’s degree in Finance, Economics, Accounting, or a related field
• 1–2 years of experience or internship in finance, investment research, or consulting preferred
• Progress toward CFA designation (Level I or higher) is a strong plus
• Sharp analytical skills and the ability to make sense of large, complex datasets
• Clear, confident communicator—both in writing and on calls with investment managers
• Self-starter mindset with the ability to work independently and collaboratively
• Comfortable using Excel and PowerPoint; experience with investment databases is a bonus

ABOUT THE ROLE

We’re looking for a curious, analytical, and detail-obsessed Investment Research Analyst to join our investment consulting team. You’ll help us evaluate and monitor investment managers, dig deep into data, and support clients in making smarter portfolio decisions. If you’re passionate about markets, love uncovering insights, and want to help drive better investment outcomes—this is your role.

WHAT YOU’LL DO

• Conduct interviews with traditional and alternative investment managers to evaluate performance and strategy fit
• Analyze and summarize data from multiple sources (e.g., due diligence questionnaires, 3rd-party platforms like eVestment/Morningstar)
• Prepare high-impact research reports with actionable insights and confidence ratings
• Build and maintain shortlists of top-performing managers across asset classes
• Collaborate with consultants and reporting analysts on manager reviews and search projects
• Proactively monitor existing managers and flag key changes (e.g., leadership, acquisitions)
• Draft client-ready updates and briefings following major events
• Maintain accurate research records and contribute to process improvements