BBR Partners · 7 hours ago
Senior Associate, Investment Research
New York, NY
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $115K/yr
4+ years expBBR Partners is seeking a Senior Associate for their Investment Research team, responsible for conducting manager and investment due diligence. The role involves collaborating with the team, engaging with clients, and providing comprehensive analysis of investment strategies.
BankingFinancial Services
Responsibilities
Work collaboratively within the Investment Research team to source, diligence, and implement investment strategies for our clients
Act as the main point-of-contact within the Investment Research for specific investment strategies
Execute searches and perform initial due diligence on a variety of investment strategies
Perform ongoing due diligence on investment manager portfolios, businesses, and operations
Perform ad-hoc investment research projects as needed
Collaborate with Client Advisory team to serve clients when appropriate and recommend adjustments based on changes in clients’ circumstances
Be an active participant in client and prospect meetings, describing and providing confidence in our investment approach as well as educating clients and prospects on complex investment strategies
Assist in providing our clients with comprehensive analysis and views on the market environment
Assist in business development activities such as attending networking events and prospective client meetings, while representing BBR in a thoughtful manner
Serve as internal investment professional to Client Advisory team members in helping position our investment philosophy and wealth management services in innovative and attractive ways for prospective and existing clients
Qualification
Preferred
4+ years of experience in investment or asset management
Ability to independently source and analyze investment ideas and utilize relationships to provide additional insight
Intellectual curiosity and strong analytical, quantitative, and critical reasoning skills
Attention to detail, and ability to juggle multiple tasks, respond to changing priorities, and meet deadlines
Strong knowledge in investment management concepts and theory particularly relating to asset allocation, portfolio construction and strategy selection
Base-level understanding of business, legal, and accounting issues involved in the evaluation of investments
Superior written and verbal communication skills and fluency with Excel, Bloomberg, and other essential computer programs/data systems
Proven track record of excellence in working within a team and preferably managing and mentoring others
High ethical and professional standards
Benefits
Company subsidized health, dental and vision insurance for employee, partner, and dependents.
401K plan, Life insurance, and short & long-term disability coverage.
One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings.
Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care.
Personalized development and career opportunities.
Flexible time off, paid parental leave, and opportunity for Sabbatical with company tenure.
Hybrid remote work environment, “Work from Anywhere” weeks, and casual dress.
New office space with a variety of perks and amenities including catered lunches and stocked pantry.
Company
BBR Partners
BBR Partners is an investment banking company that provides wealth management services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brett H. Barth
Co-Founder, Co-Chief Executive Officer & Member of Executive Committee and Investment Committee
Recent News
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