Senior Research Analyst

The research department has an immediate need for a Senior Research Analyst in our North East.

Reporting to the Managing Director of Research, the Senior Research Analyst will be responsible for:

  • Assisting with new searches for investment products.
  • Participating in all aspects of the due diligence process, including conference calls and meetings with money managers (some U.S. travel required).
  • Creating research reports and performing in-depth analysis on investment products.
  • Creating special research studies.

Successful candidates will have following:

  • Bachelor’s degree, preferably in finance.
  • At least 5 years business experience, including 2 years experience with research, alternative manager research as plus. CFA designation is also a plus.
  • Strong understanding of financial markets, investment products, and the financial services industry.
  • Excellent verbal, writing and organizational skills.
  • Extremely detail oriented and thorough work practices.
  • Ability to travel up to 20%
  • Intellectual curiosity and critical thinking skills.
  • An interest in working in a team environment.
  • Experience working with advisors, ultra high net worth clients is a plus.
  • Initiative and the ability to work with minimal supervision.

Apply here

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