Philadelphia, PA

We are representing an Associate position with an elite investment boutique. Through its subsidiaries and joint ventures, the firm operates both globally and internationally.



  • The position will require strong knowledge in the financial services space conducting due-diligence, business modeling and strategy analysis.
  • The candidate will interact regularly with portfolio managers and other analysts as a valued contributor within a collaborative environment where initiative, teamwork, excellent technical capabilities and effective communication skills will be essential to one’s success.
  • This company is experiencing tremendous growth and has a focus on internal mobility and progression.
  • Through its integrated global platform, disciplines include fundamental, quantitative and economic research and currency forecasting capabilities along with portfolio strategy services to institutional investors and private investors.
  • The position will offer a competitive salary and strong bonus opportunity, plus equity.



  • Candidates must have a Bachelor’s degree in Finance, Economics, or related fields
  • MBA or CFA is a plus
  • 3+ years of experience within the financial services space conducting financial analysis, strong modeling, due-diligence and presentation skills
  • Buy and sell side knowledge is a plus
  • MBA or CFA is preferred, but not required


Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 6/14/2017
Salary $75,000-$90,000 + 40% bonus range

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