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 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 products
• Potential extension of 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, economic, sector-specific) and micro (fund/strategy-specific)
• Ability to create materials for internal and commercial purposes, e.g. investment memos and analysis
• Presentation of new ideas, investment cases and search for new opportunities
• Oral and written presentations
• Developing relationships with external partners and taking responsibility for these relationships
• Ongoing interactions to stay informed about 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
• Act as a direct representative of the FOF team internally and externally with a high level of expertise and professionalism

Requirements

• Bachelor's degree 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 organize yourself, but also to work together in a team/environment
• Fluency in English; knowledge of Portuguese and Spanish an advantage
• Must be able to present in the office (no remote role)