Research Analyst

New York, NY



  • Utilize Bloomberg, FactSet, Morningstar Direct, Westlaw, Lexis/Nexis to aid in the selection and monitoring of investment strategies and asset allocation
  • Maintain and update repository of due diligence materials for investment managers and for investment decisions
  • Write comprehensive industry and/or investment related evaluations and recommendations to the investment team and investment committee
  • Organize research from third party providers
  • Participate in quarterly Investment Committee and Policy Meetings
  • Assist in the firm’s preparation of market and portfolio commentary
  • Monitor legal, regulatory and industry trends




  • 1-3 years’ experience in an investment or legal research role
  • Proficient in Morningstar Direct, Westlaw and Bloomberg
  • Juris Doctor or MBA preferred; Bachelor’s Degree required
  • Travel to national and international destinations may be 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 1/7/2020
Salary $90,000- $150,000 + Bonus

(2MB Max; allowed file formats: doc, docx, pdf, pptx, txt)

characters left