SIGN IN
Research Analyst jobs in United States
cer-icon
Apply on Employer Site
company-logo

ASSET CONSULTING GROUP · 2 hours ago

Research Analyst

Asset Consulting Group is an investment consulting firm seeking a Research Analyst to identify and evaluate investment managers while performing due diligence and monitoring existing managers. The role involves collaborating with senior analysts and supporting client service efforts, along with maintaining performance data and participating in research projects.
AdviceAsset ManagementFinancial Services

Responsibilities

Work with senior analysts to source, identify, evaluate, and monitor investment managers across multiple strategies on a global basis
Perform detailed investment due diligence and document through meeting notes and investment memos
Present findings and results to internal and external constituents, as needed
Maintain and analyze manager performance data
Coordinate RFP process for manager searches
Maintain qualitative and quantitative information for prospective and existing investment managers within the firm’s proprietary databases
Provide support to internal investment professionals and other business partners
Participate in ad hoc research projects, write investment-related articles, and other duties as assigned

Qualification

CFA designationInvestment analysisPortfolio constructionAttention to detailEffective communicationTeam-orientedActive listening

Required

Completion of a Bachelor's degree and a minimum of five years of experience analyzing investments
Ability to travel on a regular basis; this position may require 10% - 20% travel

Preferred

CFA designation preferred
Genuine interest in capital markets, investment analysis, and portfolio construction
Effective communicator; both orally and in writing
Excellent attention to detail
Has a proactive approach and is an active listener/interpreter
Demonstrated ability to work effectively in a team-oriented environment

Company

ASSET CONSULTING GROUP

twittertwitter
company-logo
Asset Consulting Group focuses on investment management, financial, asset allocation, risk management, consulting and advice services.

Funding

Current Stage
Early Stage

Leadership Team

leader-logo
Don Mueth, CFA
CFO
linkedin
Company data provided by crunchbase