Research Associate

Job description

The primary role involves responsibility for selecting managers, primarily for investment funds, though this may also include alternative investments. The incumbent is expected to participate in discussions regarding portfolio construction and to oversee the daily monitoring and reporting of all relevant products. By applying investment expertise, the incumbent is expected to conduct a rigorous due diligence process when selecting managers.

Tasks and responsibilities

• Primary focus on achieving due diligence objectives during the onboarding of investment funds
• Coverage of all regions and asset classes for traditional long-only investments
• Potential to expand coverage to alternative investments
• Contribution to the ongoing development of analytical and qualitative processes
• Maintaining a general understanding of markets, from both macroeconomic and microeconomic perspectives
• Preparation of materials for internal and commercial purposes, such as investment memos and analyses
• Presenting new ideas and investment opportunities, as well as exploring new possibilities
• Oral and written presentations
• Building relationships with external partners and taking responsibility for these relationships
• Ongoing interactions to stay informed about the latest developments among managers and across the industry
• Collaboration with other business units, such as Risk, Compliance, Legal, Operations, and Sales

Requirements

• A degree in economics, business administration, or a quantitative field is preferred but not required
• 3–5 years of experience in asset management, funds of funds, or family offices
• Proficiency in MS Office, particularly MS Excel
• Programming skills in SQL and Python are a plus
• Knowledge of statistical and factor analysis is a plus
• Knowledge of Morningstar is preferred
• Excellent oral and written communication skills
• Ability to work independently, but also to collaborate as part of a team
• Fluent English; Portuguese and Spanish are a plus

We offer

• Annual salary of $135,000