Senior Investment Research Associate

Cantor Fitzgerald/BGC • Dallas, TX

99d • Hybrid

About The Position

We are seeking a highly motivated and intellectually curious Senior Investment Research Associate to join our Investment Management team. This role focuses on conducting fundamental research as a generalist across equity and debt securities, with near-term potential to assume sector coverage and opportunities to collaborate with our Quantitative Research team. This position offers a career path toward becoming a Portfolio Manager.

Requirements

• Strong academic background in Finance, Accounting, Economics, or Business/Data Analytics.
• Pursuing CFA designation (completion of Level I preferred) or CPA license.
• 2–5 years of relevant professional experience, such as equity research, investment banking, Big 4 accounting, or other related field.
• Strong analytical, quantitative, and problem-solving skills.
• Excellent written and verbal communication abilities.
• Proven ability to work well on teams, self-motivated, showing initiative and embracing an environment of continuous learning.
• High proficiency in Excel; working knowledge of PowerPoint
• Experience with SQL, Python, R, or other quantitative analysis tools.
• Familiarity with Bloomberg, Eikon, or comparable third-party financial platforms.
• Bachelor’s degree in Finance, Accounting, Economics, or Business/Data Analytics.

Responsibilities

• Conduct fundamental research on U.S. and international securities, including analysis of growth drivers, earnings quality, and valuation.
• Evaluate company-specific events, industry trends, and broader market developments for potential impact on portfolio holdings.
• Synthesize research findings and present analysis and recommendations to the investment team in both written and verbal form.
• Actively participate in portfolio review discussions as a member of the investment team.
• Contribute to client reporting communications and participate in client meetings.
• Collaborate with the Quantitative Research team on multi-disciplinary approaches to security evaluation.
• Leverage internally developed AI tools to enhance research efficiency and accuracy.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees