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 AI-integrated investment solutions
Domain
Financial services / Institutional consulting / Investment research
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
Preferred skills
Bloomberg, eVestment, Morningstar Direct, AI integrations, CFA designation
Technologies
Bloomberg, eVestment, Morningstar Direct, AI tools
Responsibilities
Provide ongoing investment due diligence and analysis to institutional clients; Perform investment manager due diligence and selection; Conduct asset class, macroeconomic, and industry research; Execute portfolio construction and asset allocation; Drive scalable AI deployment in investment research; Manage client projects and coordinate client-facing activities; Assist with RFP responses
Seniority
Mid-Senior, hands-on IC