Research Analyst IND
Core
Lead Research Analyst supporting Alternative Investments and Manager Research teams by performing investment data analysis, due diligence, reporting, and operational research across private and liquid alternative offerings.
Role type
Senior IC investment research analyst (alternative investments)
Builds
Investment research reports, dashboards, due diligence records, and onboarding documentation for private and liquid alternative strategies.
Domain
Asset Management / Alternative Investments
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Investment data analysis, due diligence execution, financial reporting, database management, document review, portfolio construction, risk metrics calculation, market intelligence gathering
Preferred skills
Private markets research (PE, private credit, real assets), advanced quantitative analysis, CFA/CAIA designation
Technologies
FactSet, Morningstar, Preqin, Bloomberg, SharePoint
Responsibilities
Monitor alternative investment offerings and validate performance/asset data; Prepare recurring research reports and dashboards; Assist with due diligence by reviewing offering documents and extracting key information; Maintain investment research databases and document repositories; Support manager onboarding and completion memo processes; Execute ad hoc analytical projects on portfolio construction and risk metrics; Participate in manager meetings and document interactions; Coordinate distribution and tracking of due diligence questionnaires.
Seniority
Senior, hands-on IC