Investment Research Analyst

Nasdaq•Philadelphia, PA

5d•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 help transform Nasdaq proprietary data into timely, unbiased, and actionable investment insights for these audiences. The role suits someone who is analytically rigorous, intellectually curious, and able to translate complex quantitative findings into compelling narratives.

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, with 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 complex 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.

Benefits

Competitive rewards package, including base salary, annual bonus/commissions, and equity.
401(k) program with 6% employer match.
Employee Stock Purchase Program with 15% discount.
Student loan repayment program up to $10k.
Company-paid life and disability plans.
Generous paid time off.
Comprehensive medical, dental, and vision coverage.
Health spending account with employer contribution.
Paid flex days to support mental wellbeing.
Gym membership discounts.
Paid parental leave.
Fertility benefits.
Paid bereavement leave.
Company gift matching program.
Employee resource groups.
Paid volunteer days.
Education Assistance Program.
Job skills training and professional development opportunities.