Research Associate

Alan Biller • Menlo Park, CA

2d

About The Position

We are seeking Research Associates to assist Analysts on a broad range of asset classes, including public equities, fixed income, private equity, private debt, infrastructure, and commercial real estate. The ideal candidate is seeking a robust experience in institutional portfolio construction and manager research.

Requirements

• Bachelor’s degree in Economics, Finance or Business
• CFA preferred and a desire to pursue the designation if not completed
• Three years (or more) of relevant experience, especially in institutional investments
• Working knowledge of investment strategies and capital markets
• Proficient with Excel and financial information systems (e.g. eVestment, HFR, MPI)
• Experience with portfolio analytics/attribution through Barclays Point, Factset, or Bloomberg
• Strong quantitative, analytical, and problem-solving skills. Detail oriented and ability to synthesize data and make deductive decisions.
• Excellent communication skills - written, verbal and presentation skills for internal/external audiences as well as strong listening and questioning skills
• Robust organizational skills and ability to work effectively under pressure
• Team player with strong interpersonal skills and work ethic
• Willingness to take initiative, exercise independent judgment and act decisively

Responsibilities

• Qualitative and quantitative analysis to assess investment strategies
• Due diligence includes data analysis, manager conference calls, on-site visits, and write-ups
• Analyze manager performance to determine the drivers of risk and return, alpha composition, and the robustness of the strategy in various market environments
• Work collaboratively with team members

Benefits

• medical
• dental
• vision
• group life
• short and long-term disability
• 401(k)
• a “take what you need” time off policy
• reimbursement of expenses for work related certifications such as CFA, CAIA and CIPM

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level