Research Associate - Vice President
Core
Conduct investment due diligence, analysis, and reporting for institutional clients while driving AI deployment in investment research.
Role type
Senior IC investment research associate
Builds
Investment policy, client-facing research, and asset allocation models
Domain
Institutional wealth management and fiduciary consulting
Deliverable
production ML models
Required skills
Investment due diligence, asset class research, portfolio construction, asset/liability modeling, macroeconomic research, client project management, RFP response support, AI integration
Preferred skills
Bloomberg, eVestment, Morningstar Direct, CFA designation
Technologies
Bloomberg, eVestment, Morningstar Direct, AI tools
Responsibilities
Provide ongoing investment due diligence, analysis, and reporting to institutional clients; Perform investment manager due diligence and selection; Conduct asset class research; Execute portfolio construction and asset allocation; Perform asset/liability modeling; Drive scalable AI deployment and adoption in investment research; Conduct macroeconomic and industry research; Manage client-facing projects and coordinate with partners; Assist with RFP responses
