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 Alternative 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

Requirements

Bachelor’s degree with 1-3 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

Benefits

Top tier healthcare coverage
100% paid premium for disability and employee life insurance coverage
Health and Dependent Care FSA and HSA options
Company 401K contribution
Hybrid work policy
Paid time off & 15+ holidays
Summer hours
Enhanced employee assistance program
Volunteer opportunities
Tuition and education reimbursement
Company-wide events

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analysisreport writinginvestment analysismarket analysisclient education material developmentbenchmark maintenancemanager search deliverables

Soft Skills

attention to detailorganizational skillsindependencemultitaskingadaptabilitycritical thinkingself-starterprofessional communicationinterpersonal skillsfollow-up abilities