Investment Research Analyst

ADTM Adenza Technology de Mexico S de RL de CV•Philadelphia, PA

4d•Hybrid

About The Position

CAP Investment Insights (CII) is Nasdaq’s investment thought leadership function within the Capital Access Platforms business, serving institutional, advisor, and retail/wealth investor communities globally. The Investment Research Analyst will transform Nasdaq proprietary data into timely, unbiased, and actionable investment insights for these audiences. The role suits an analytically rigorous, intellectually curious professional who can translate complex quantitative findings into compelling narratives. The analyst will retrieve, clean, validate, and analyze data from Nasdaq proprietary and relevant third-party sources; identify investment and market trends, drivers, risks, and opportunities; and contribute to thematic research, global market perspectives, tactical insights, and client-ready briefs. The role also translates quantitative findings into narratives and visual materials for different investor segments, and collaborates with research, commercial, marketing, and regional teams while maintaining analytical independence. The position is based in Philadelphia or Atlanta and offers a hybrid work environment requiring at least three days per week in the office, subject to change.

Requirements

Bachelor's degree in Finance, Business, Economics, Statistics, Mathematics, Computer Science, or a related field.
3–5 years of experience in investment research, asset management, financial services, or a related field.
Strong understanding of investment concepts, capital markets, asset classes, and the needs of institutional and/or retail/wealth investors.
Excellent written, verbal, and visual communication skills, including the ability to explain complex concepts clearly to varied audiences.
Proficiency in SQL, Python or VBA, and data visualization tools such as Tableau or Power BI.

Nice To Haves

Experience with FactSet, Nasdaq eVestment, or other investment performance databases.
Experience using AI and large language models to enhance research, analysis, or content development, with appropriate validation and editorial oversight.
Exposure to global teams and cross-border collaboration in a fast-paced environment.

Responsibilities

Retrieve, clean, validate, and analyze data from Nasdaq proprietary and relevant third-party sources to support original investment research.
Analyze investment and market data to identify trends, drivers, risks, and opportunities relevant to institutional, advisor, and retail/wealth audiences.
Contribute to timely thought leadership, including thematic investment research, global market perspectives, tactical insights, and client-ready briefs.
Translate quantitative findings into clear narratives, charts, dashboards, and visualizations tailored to different investor segments and levels of sophistication.
Collaborate with research, commercial, marketing, and regional teams to align research priorities with client needs and business strategy while maintaining analytical independence.