Research Generalist, Associate - Global Investment Office
About The Position
The Global Investment Office (GIO) provides investment advice, portfolio construction guidance, and thought leadership to help Financial Advisors and clients navigate markets. We are seeking a highly motivated Research Generalist to support research, publication, curation, and promotion of proprietary intellectual capital across a wide range of topics in order to support GIO investment strategy within the department and to drive impact across the firm. Representative work includes: Synthesizing and curating research from various teams inside GIO, across the firm, and from third-party researchers and asset managers Coordinating on key business development initiatives to support the creation and dissemination of investment research to financial advisors, clients, and colleagues. This includes significant collaboration with stakeholders across the firm, including those in investment management, research, marketing, and operational roles as well as branch offices Designing original quantitative and qualitative analysis regarding market/economic/policy phenomena; Drafting regular updates on financial market trends, presentations to internal and external audiences, and short user-friendly explainers. Larger research projects may involve publishing findings in long-form whitepapers Collaborating on projects involving data science and quantitative modeling techniques, including generative artificial intelligence and machine learning This role has significant room for growth and additional responsibility over time
Requirements
- 2+ years work experience
- Bachelors degree required
- Demonstrated coursework in social sciences and humanities is a strong plus
- Demonstrated experience in research methods
- Demonstrated excellence in writing and communication skills, preferably for a range of audiences (technical and non-technical)
- Basic fluency in mathematics, especially key concepts in statistics and data science
- Ability to learn about new topics quickly and independently; to think critically about research and modeling assumptions; and fluency in theoretical and methodological debates across multiple disciplines
- MS Office knowledge required, especially PowerPoint and Excel
Nice To Haves
- Master’s degree/equivalent preferred
- Experience related to investing and asset management, especially in the context of US markets
- Experience related to econometric or financial analysis, portfolio construction or related fields
- Basic knowledge of any programming language
- Familiarity with large language models and generative AI; including prompt and context engineering as well as best practices for responsible and ethical application
Responsibilities
- Synthesizing and curating research from various teams inside GIO, across the firm, and from third-party researchers and asset managers
- Coordinating on key business development initiatives to support the creation and dissemination of investment research to financial advisors, clients, and colleagues.
- Designing original quantitative and qualitative analysis regarding market/economic/policy phenomena
- Drafting regular updates on financial market trends, presentations to internal and external audiences, and short user-friendly explainers.
- Collaborating on projects involving data science and quantitative modeling techniques, including generative artificial intelligence and machine learning
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
