About this role

To support investment strategies for high-net-worth clients, the full-time salaried Investment Research Associate will conduct due diligence on investment managers, analyze macroeconomic trends, and participate in client meetings to communicate investment approaches and insights. Key responsibilities Collaborate with the Investment Research team to source and implement investment strategies while performing ongoing due diligence Monitor and analyze macroeconomic indicators, preparing reports and contributing insights to investment strategy discussions Engage with clients and prospects to explain investment approaches and assist in business development activities Required qualifications 1-4 years of experience or demonstrated interest in investment management Strong analytical and quantitative skills with the ability to independently source and analyze investment ideas Knowledge of investment management concepts, particularly asset allocation and portfolio construction Proficiency in Excel, Bloomberg, and other relevant data systems Exceptional written and verbal communication skills, with a high standard of professionalism and ethics

Source listing: virtualvocations_main