Associate, Investment & Markets Research

BBR Partners•New York, NY

5d•$90,000 - $120,000•Hybrid

About The Position

This role is primarily responsible for conducting manager and investment due diligence, including qualitative and quantitative assessment of investment strategies across high-net-worth clients and within individual client portfolios. The Associate analyzes market trends, macroeconomic factors, and industry developments to inform investment decisions and strategy discussions. The role participates in internal discussions about investment and market strategies and, over time, contributes to external discussions with clients and prospective clients. The position calls for collaboration, exceptional communication skills, and an interest in wealth, investment, and market management. The Associate works within the Investment Research team to source, diligence, and implement investment strategies, and serves as the team’s main point of contact for specific strategies. Responsibilities also include monitoring economic indicators, preparing reports and presentations, contributing to investment strategy discussions, and helping Client Advisory colleagues communicate investment perspectives to clients. The role participates in client coverage and business development activities. The position offers a hybrid remote work environment. Expected base salary is generally $90,000–$120,000 per year at commencement, with final compensation depending on factors including experience, expertise, business needs, and market factors. Total compensation may also include discretionary bonuses, alternative incentive packages, and company-sponsored benefits.

Requirements

1–4 years of demonstrated interest or experience in investment management.
Ability to independently source and analyze investment ideas and use relationships to provide additional insight.
Intellectual curiosity and strong analytical, quantitative, and critical reasoning skills.
Attention to detail and ability to manage multiple tasks, respond to changing priorities, and meet deadlines.
Strong knowledge of investment management concepts and theory, particularly asset allocation, portfolio construction, and strategy selection.
Base-level understanding of business, legal, and accounting issues involved in evaluating investments.
Superior written and verbal communication skills.
Fluency with Excel, Bloomberg, and other essential computer programs and data systems.
Proven track record of excellence in working within a team.
High ethical and professional standards.

Nice To Haves

Experience managing and mentoring others.

Responsibilities

Collaborate with the Investment Research team to source, diligence, and implement investment strategies for clients.
Serve as the main Investment Research point of contact for specific investment strategies.
Execute searches and conduct initial due diligence on a variety of investment strategies.
Conduct ongoing due diligence on investment manager portfolios, businesses, and operations.
Perform ad-hoc investment research projects as needed.
Collaborate with the Client Advisory team to serve clients and recommend adjustments based on changes in their circumstances.
Monitor and analyze macroeconomic indicators and trends, including GDP, inflation, interest rates, and employment data, and assess their potential impact on markets, asset classes, and client portfolios.
Prepare regular and ad-hoc reports, summaries, and presentations on global and domestic economic developments.
Contribute insights to investment strategy discussions based on economic outlooks and scenario analysis.
Support Investment Research and Client Advisory teams in communicating macroeconomic context and implications to clients.
Participate in client and prospective-client meetings, explain the investment approach, and educate attendees on complex investment strategies.
Assist in providing clients with analysis and views on the market environment.
Support business development activities, including networking events and prospective-client meetings, while representing BBR thoughtfully.
Serve as an internal investment professional to Client Advisory team members, helping position the company’s investment philosophy and wealth management services for prospective and existing clients.

Benefits

Competitive base salary and incentive compensation.
Company-subsidized medical/Rx, dental, and vision insurance for the employee, partner, and dependents.
401(k) plan, life insurance, and short- and long-term disability coverage.
One Medical membership covered for employee and dependents.
Employee assistance program (EAP).
Gym reimbursement and other wellness offerings.
Pre-tax transit and parking programs.
Health Savings Account (HSA) and flexible spending programs for medical and dependent care.
Personalized development and career growth opportunities.
Volunteer opportunities and matching gift program.
Flexible time off.
Work-from-Anywhere weeks.
Paid parental leave.
Sabbatical based on company tenure.
Hybrid remote work environment.
Casual dress.