Associate, Investment & Markets Research

Role overview

This position sits within the investment research function and is centered on manager research, investment due diligence, and market analysis. The associate will assess investment strategies both for the broader high-net-worth client base and for specific client portfolios, using both qualitative and quantitative methods. The role also includes tracking market conditions, macroeconomic indicators, and industry changes to support portfolio and strategy decisions.

As the role develops, the associate will take part in internal conversations about investment and market positioning, as well as meetings with clients and prospects. Success in this position requires strong teamwork, clear communication, intellectual curiosity, and a genuine interest in wealth management, investing, and markets.

Investment research

• Partner with the investment research group to identify, evaluate, and implement suitable investment strategies for clients.
• Act as a primary contact for assigned investment strategies within the research team.
• Conduct initial screening and detailed review of a wide range of investment strategies.
• Carry out continuing due diligence on investment managers, including their portfolios, businesses, and operations.
• Support ad hoc research assignments as business needs arise.
• Work with the client advisory team to help serve clients and suggest portfolio changes when client circumstances shift.

Macroeconomic analysis

• Track major economic indicators such as GDP, inflation, interest rates, and employment data, and consider how they may affect markets, asset classes, and client portfolios.
• Prepare recurring and one-off reports, summaries, and presentations covering domestic and global economic developments.
• Bring economic insights into strategy discussions through outlook analysis and scenario evaluation.
• Help the investment research and client advisory teams explain macroeconomic context to clients and reinforce the firm’s investment philosophy during changing market conditions.

Client and prospect coverage

• Participate actively in meetings with clients and prospects, explaining the firm’s investment approach and helping them understand complex strategies.
• Support client discussions by providing thoughtful analysis and perspectives on the market environment.
• Contribute to business development efforts by attending networking events and prospect meetings while representing the firm professionally.
• Serve as an in-house investment resource for client advisory colleagues, helping present the firm’s investment philosophy and wealth management offerings effectively.

Preferred qualifications

• One to four years of relevant interest or experience in investment management.
• Ability to independently identify and evaluate investment ideas, while using relationships to deepen insight.
• Strong intellectual curiosity with excellent analytical, quantitative, and critical thinking ability.
• Careful attention to detail and the ability to manage several priorities, adapt to shifting demands, and meet deadlines.
• Solid understanding of investment management concepts, especially asset allocation, portfolio construction, and strategy selection.
• Working knowledge of the business, legal, and accounting considerations involved in evaluating investments.
• Excellent written and spoken communication skills, along with strong proficiency in Excel, Bloomberg, and similar data or research tools.
• History of strong performance in team settings, and ideally experience mentoring or guiding others.
• High standards of ethics and professionalism.

Compensation and benefits

The expected base salary for this position is generally between $90,000 and $120,000 per year at the start of employment, though the final offer may fall outside that range depending on experience, expertise, current business needs, market conditions, and individual circumstances. Base pay is only one part of the overall compensation package and may be supplemented by discretionary bonuses, incentive arrangements, and company-sponsored benefits.

Benefits include subsidized medical/Rx, dental, and vision coverage for the employee, partner, and dependents; a 401(k) plan; life insurance; short- and long-term disability; One Medical membership for the employee and dependents; employee assistance support; gym reimbursement; wellness offerings; pre-tax transit and parking programs; HSA and flexible spending accounts for medical and dependent care; development and career growth opportunities; volunteer opportunities and matching gifts; flexible time off; Work-from-Anywhere weeks; paid parental leave; and a sabbatical program tied to company tenure. The workplace includes a hybrid remote setup and casual dress.

Additional information

Compensation will be confirmed during the interview process and may vary based on prior experience, relevant expertise, current business needs, and market factors. This is an at-will role, and the company may adjust base salary or other discretionary compensation programs at any time, including changes related to individual performance, team or company performance, and market conditions.