Research Associate

Job description

Job Details

• Job Category: Associate
• Requisition Number: RESEA001809
• Posted: May 7, 2025
• Full-Time
• Salary: $135,000 USD per year
• New York, NY 10022, USA

Tasks

• Main task: Selection of managers for investment funds, but may also include alternative investments
• Participation in portfolio construction discussions and daily monitoring and reporting of all relevant products
• Application of investment knowledge for manager selection through a rigorous due diligence process
• May in future be applicable to the three major product areas of traditional, hedge funds (alternatives) and private equity

Duties and responsibilities

• Main focus on achieving the due diligence objectives for the inclusion of investment funds
• Coverage of all regions and asset classes for traditional long-only investments
• Potential for extending coverage to alternative investments
• Contribution to the ongoing development of analytical and qualitative processes
• Maintenance of general knowledge of the markets, both macro (top-down market, economy, industry) and micro (fund/strategy specific)
• Ability to create materials for internal and commercial purposes, e.g. investment memos and analysis
• Expected to present new ideas and investment cases and seek new opportunities
• Oral and written presentations
• Developing relationships with external partners and taking responsibility for these relationships
• Requires ongoing interactions to stay informed of the latest updates from managers and the industry
• Cooperation with other business areas, e.g. Risk, Compliance, Legal, Operations, Commercial (Private Bank)
• Responsibility is assumed by the individual as continuous and ongoing
• Acts as a direct representative of the FOF team internally and externally with a high level of expertise and professionalism

Requirements

• B.A. in economics, business administration or quantitative discipline preferred, but not required
• 3 to 5 years of experience in asset management, funds of funds or family office
• Proficiency in the MS Office suite, in particular MS Excel
• Programming in SQL and Python an advantage
• Knowledge of statistical and factor analysis is an advantage
• Knowledge of Morningstar preferred
• Excellent verbal communication and writing skills
• Ability to self-organize, but can also work in a team/environment
• Fluent in English; fluency in Portuguese and Spanish an advantage
• Must be able to present in the office (no remote role)