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Pathstone · 3 days ago

Senior Analyst, Investment Research

Newtown Square, PA

Full-time

Hybrid

Mid, Senior Level

2+ years exp

Pathstone is a dynamic wealth management firm serving ultra-high net worth families and foundations. The Senior Investment Research Analyst will play a key role in shaping portfolio construction and delivering investment advice across various client needs.

AdviceComplianceConsultingFinancial ServicesInsuranceLegalRisk Management

Senior Management

No H1B

Responsibilities

Build strong relationships across Pathstone’s national advisory community and broader investment research team

Communicate investment insights and strategic decisions in a way that drives adoption and enhances advisor and client experience

Prepare thematic presentations and develop proprietary materials for internal teams and client-facing meetings

Respond to advisor requests for analysis on investment, strategy, and portfolio construction topics, supporting key meetings and prospect pitches

Conduct quantitative and qualitative evaluations of investment opportunities across public and private markets, including analyzing proprietary datasets, identifying trends and risks, and contributing to portfolio construction initiatives

Qualification

Investment researchPortfolio constructionPublic markets experienceQuantitative analysisCommunication skillsOrganizational skillsTeam collaborationProblem-solvingInitiative

Required

Bachelor's degree is required

2–5 years of experience in finance, consulting, economics, or a related field, with a preference for public markets experience in manager research or client advisory

Excellent organizational skills with the ability to balance time-sensitive priorities while maintaining attention to detail

Exceptional oral and written communication skills, including the ability to distill complex investment concepts into clear, actionable insights for diverse audiences—internal teams, advisors, and clients

Intellectually curious, proactive self-starter who thrives in a fast-paced, dynamic environment—able to anticipate issues, solve problems independently, and take initiative without waiting for direction

Strong interest in developing deep knowledge of financial markets and investment research, and a proven ability to work collaboratively as a team player

Willingness to travel to other offices or cities to support Client Advisors and the broader team

Value and model the attributes that make our firm great: collaboration, excellence, good judgment, initiative, innovation, integrity, and leadership