Research Associate

Job description

The primary role involves responsibility for selecting fund managers, particularly for equity funds, but also for alternative investments. The incumbent is expected to participate in discussions regarding portfolio construction and to conduct daily monitoring and reporting for all relevant products. By applying investment expertise, the incumbent is expected to conduct a rigorous due diligence process when selecting fund managers. This role may be expanded in the future to cover the three main product groups of traditional investments, hedge funds (alternative investments), and private equity investments.

Tasks and responsibilities

• Primary focus on achieving due diligence objectives during the onboarding of equity 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, both at the macro level (top-down market, economy, industry) and the micro level (fund/strategy-specific)
• Preparation of materials for internal and commercial purposes, such as investment memos and analyses
• Presenting new ideas, investment opportunities, and 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 Commercial (Private Bank)
• Responsibility is assumed by the individual as continuous and ongoing
• Representing the FOF team both internally and externally with a high degree of expertise and professionalism

Requirements

• A bachelor's degree in economics, business administration, or a quantitative field is preferred but not required
• 3 to 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 as part of a team or group
• Proficiency in English; proficiency in Portuguese and Spanish is a plus
• Ability to present in the office (not a remote role)

We offer

• Annual salary of $135,000
• Full-time position