Investment Research Analyst

About the Role

This opportunity is with a consulting and search firm representing an award-winning wealth management practice in New York. The position supports the Head of Investment Strategy across the full investment platform and plays a key role in strengthening and evolving the firm’s investment approach.

The role is based in Midtown, New York, with an in-office schedule of 3 to 4 days per week. Compensation is $135,000 to $150,000.

What You’ll Do

• Carry out both fundamental and quantitative research to inform investment decisions across Core portfolios, Satellite strategies, and future initiatives.
• Review mutual funds, ETFs, single stocks, bonds, alternative investments, and other opportunities through detailed due diligence.
• Assess investments using factors such as performance, risk, fees, manager quality, valuation, portfolio alignment, and relative appeal versus alternatives.
• Contribute to idea generation, investment case development, and ongoing research for diversified holdings and specialized strategy sleeves.
• Help convert market views and research findings into practical investment recommendations and implementation plans.
• Prepare internal investment updates, client commentary, portfolio reports, and other market and strategy communications.
• Support the connection between research, portfolio construction, market outlook, and implementation across the broader platform.
• Build, maintain, and refine Excel-based models, analytical tools, and investment frameworks used in research and decision-making.
• Analyze opportunities using both quantitative and qualitative inputs, including trends, cash flow, valuation, risk, and portfolio fit.
• Maintain databases of existing and prospective investments and keep documentation current for research and monitoring purposes.
• Track portfolio performance, exposures, risks, and attribution to support ongoing portfolio reviews and improvements.
• Collaborate with colleagues across Investment Strategy, Portfolio Management, Investment Research, Planning, and other teams.
• Participate in feedback, training, process improvement, and broader firm initiatives as needed.

Requirements

• Bachelor’s degree or equivalent practical experience.
• 3 to 5 years of experience in financial services with a focus on investment research and analysis.
• Series 7 license, or the ability to obtain it within 90 days.
• Strong interpersonal skills and a proactive, self-directed working style.
• Advanced financial modeling ability in Excel.
• Working knowledge of Bloomberg or Morningstar.
• Proficiency with Microsoft Word and PowerPoint.

Preferred Background

• Progress toward a financial services credential such as CFA, CAIA, CIMA, or CFP is preferred.

Additional Information

This position is designed for someone who can combine research depth, portfolio thinking, and clear communication. The role requires close collaboration with investment and planning teams, as well as support for client-facing materials and internal strategic projects.

Compensation

Expected pay is $135,000 to $150,000.