Senior Research Analyst, Institutional Intelligence

Crain Communications•New York, NY

1d•$120,000 - $130,000•Hybrid

About The Position

Pensions & Investments is seeking a Senior Research Analyst, Institutional Intelligence to join their research team. This role is central to expanding the company's research and data capabilities, focusing on strengthening proprietary databases like institutional mandate coverage and annual surveys. While data management is involved, the primary focus is on intelligence and product development. The analyst will leverage AI tools to enhance data capture from fragmented sources (meeting recordings, filings, RFPs, disclosures), develop new data products, and generate insights. This position sits at the intersection of financial research, editorial judgment, and data technology, reporting to the Director of Research & Analytics and collaborating with editorial leadership and the corporate technology team.

Requirements

5+ years of experience in financial research, data analysis, or a related role at an institutional investment firm, financial data company, or investment consultancy.
Deep familiarity with the institutional investment landscape, including how pension funds, endowments, foundations, and asset managers operate, make decisions, and communicate publicly.
Demonstrated comfort using AI tools (large language models, automated research workflows, or similar) to improve research quality and efficiency.
Comfort working with unstructured data sources: board meeting audio and minutes, public filings, regulatory disclosures, and RFP documents.
Strong analytical and writing skills to synthesize complex data into clear, accurate, concise summaries for a sophisticated financial audience.
Experience managing large, complex datasets with a high standard of accuracy.
Bachelor's degree in finance, economics, or a related field.

Nice To Haves

CFA charterholder, CFA candidate, CAIA charter, or Master's degree in finance, data science, or a related field.
Experience building or improving data collection and AI-assisted research workflows.
Familiarity with media or publishing environments.
Experience working directly with pension fund, endowment, or asset manager clients.

Responsibilities

Develop new intelligence outputs such as monthly mandate trend summaries, data-driven story leads, and analytical briefs by connecting proprietary data.
Build new data products, including summaries, reports, and data feeds for subscribers, sponsors, and the newsroom.
Expand the institutional mandate database by monitoring and analyzing disparate sources like board meeting minutes and audio, public filings, RFP portals, and regulatory disclosures.
Build and refine AI-assisted workflows to systematically monitor sources, flag relevant mandates, and ensure verified data entry.
Identify patterns and trend signals within the data to inform new intelligence products and editorial story leads.
Support the annual survey program, which includes building and distributing surveys, managing participant relationships, reviewing submissions, and producing publication-ready datasets.
Surface trends within survey data proactively and present them to editorial and commercial teams.