Position:
Associate - Investments
Location:
New York City
Job Category:
Application Deadline:
Tuesday, July 1, 2025
About the Role
As an Associate, Investments, you’ll be at the heart of the investment process—sourcing, analyzing, and conducting due diligence on top-tier portfolio managers and funds. Collaborating with the Investments Team, you’ll play a pivotal role in shaping investment strategies, presenting key insights, and influencing decision-making.
This is more than just a research role, it’s an opportunity to dive deep into thematic investing, impact measurement and management, and cutting-edge financial analysis. You’ll gain hands-on experience that not only strengthens your expertise but also contributes to a more sustainable and forward-thinking investment landscape.
Key Responsibilities
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Develop an understanding of asset classes, sectors, and investment themes while analyzing PPMs, financial statements, and returns to support decision-making.
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Support the Investments team in identifying, evaluating, and managing a pipeline of investment opportunities aligned with the firm’s vision.
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Assist in reviewing primary funds, approved managers, and industry trends and perform thematic research to assess risks, opportunities, and performance.
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Draft investment memos and present findings to the Investment Committee for approval.
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Track fund manager performance, benchmark results, and analyze EDI (Equity, Diversity, and Inclusion) and impact metrics.
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Assist in preparing impact reports, disclosures, and investment research materials for internal and external stakeholders.
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Maintain investment records, ensure adherence to regulatory standards, and support internal committees with meeting coordination and reporting.
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Support ad hoc projects that the Investments Team is responsible for.
Qualifications
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Bachelor’s degree in finance, economics, accounting, or a related field; MBA, CFA, CIMA, or CAIA preferred.
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1-3 years of experience in an associate-level role or relevant experience in investment management, research, investment banking, consulting, or a related field.
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Strong commitment to impact investing and sustainable business practices.
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Experience with Morningstar Direct, FactSet, Envestnet, and/or Salesforce preferred.
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Exposure to impact investing products and solutions preferred.
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Basic knowledge of investment products in public equities, fixed income, private equity, venture capital, real assets and private debt.
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Familiarity with the wealth management industry and investment products across public equities, fixed income, private equity, venture capital, real assets, and private debt.
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Understanding of Environmental, Social, and Governance (ESG) metrics and impact investing applications.
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Basic knowledge of due diligence, performance measurement, and investment management concepts.
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Analytical mindset with the ability to conduct qualitative and quantitative research and financial analysis.
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Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); financial modeling skills preferred.
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Strong business writing, communication, and presentation skills.
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Intellectual curiosity and a collaborative approach to problem-solving.
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Passion for lifelong learning and professional growth.
