Senior Investment Research Associate

BGC Partners • Dallas, TX

72d • Hybrid

About The Position

Cantor Fitzgerald Asset Management is a division of Cantor Fitzgerald, L.P., a global leader in financial services. The Core & Growth Strategies team delivers asset management solutions across publicly traded global and U.S. equities as well as fixed income securities. Headquartered in Dallas, the team is comprised of 16 professionals. For more information, please visit cantorassetmanagement.com 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
• Familiarity with Bloomberg, Eikon, or comparable third-party financial platforms.
• Bachelor's degree in Finance, Accounting, Economics, or Business/Data Analytics.

Nice To Haves

• Experience with SQL, Python, R, or other quantitative analysis tools.

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
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 1,001-5,000 employees