Analyst, Research

Pathstone•Bellevue, WA

3d•Onsite

About The Position

The investment research analyst will work in Pathstone’s investment research team. The team is charged with evaluating and recommending global asset allocation shifts and identifying and monitoring top performing investment managers across assets and geographies for the firm’s clients. The analyst will primarily be focused on the evaluation of investment opportunities in the private markets assets. This will include private equity, private real estate, private credit as well as investments suitable for clients seeking environmental, social, and governance (ESG) impact profiles. The Analyst will report to the Director of Private Markets and will support other senior team members. Successful candidates will be passionate about investing, detail oriented, team players, self-starters, have strong problems solving skills, and strong writing skills.

Requirements

Bachelor’s degree necessary.
Strong understanding of private investment markets
Detail oriented and organized
Ability to prioritize tasks and create structure in the face of competing demands while completing tasks on time
Strong analytical, quantitative and problem solving skills
Excellent verbal and written communication skills
Team player

Nice To Haves

1-3 years’ experience in an investment manager due diligence or related role preferred.
Progress towards CFA or CAIA designation preferred
Experience with Salesforce preferred

Responsibilities

Support ongoing monitoring and due diligence for the firm’s approved investments, including review of manager data and letters, conference call note taking, and document review
Manage a database of potential investment opportunities, review peer universes and conduct analyses to better understand potential opportunities
Attend and host due diligence meetings and calls with investment managers
Write investment memos in support of recommendations to the Private Markets Investment Committee
Provide analysis and support for the ongoing management of the firm’s private markets fund of funds series
Travel to investment managers offices across the country and selective international cities (travel expected 1x per month as health and safety allows)
Respond to ad hoc client and advisor inquiries as they relate to coverage areas directly or in concert with other research contributors on the team
Other ad hoc projects