Research Associate, Public Markets

The role of the Research Associate is to support the efforts of asset class research and manager due diligence. The duties include, but are not limited to, building investment manager searches, scheduling and taking minutes for regular Research meetings, collecting and analyzing data, attending investment manager meetings, and assisting research analysts with their responsibilities.

The Research Associate is expected to work with all members of the Research team on both manager and capital markets research across the public equities and public fixed income asset classes. The position requires the Research Associate to be organized, a good communicator, a team player, and possess a strong quantitative skillset.

Responsibilities:

Assist Research team members with generating reports and collecting data from eVestment, Bloomberg, FactSet, Pitchbook, and MSCI Private Capital

Assemble client education material

Write reports/analysis on investment managers for internal and client use

Analyze overall market factors influencing the asset classes

Write position and research papers on the asset classes

Organize weekly agendas for Traditional IMC meetings and take and distribute meeting minutes each week

Work with asset class leads to build client-ready manager search deliverables

Track weekly Research team meeting schedules

Develop deep expertise regarding the firm’s proprietary database, “the Hub”

Assist the Marketing team with manager data related to pitches, RFPs, and other information requests

Maintain quarterly benchmark characteristics

Serve as a resource for consultants

Competencies for Success/Qualifications:

Bachelor’s degree with 1-5 years investment related experience in the financial service sector

Strong attention to detail and highly organized with ability to work independently to meet deadlines

Ability to multitask in a fast-paced environment and react to change positively

Solid knowledge of Microsoft Office; ability to quickly learn new software applications

Critical thinking skills, a self-starter with excellent follow-up abilities

Professional communication and interpersonal skills