Analyst / Sr. Analyst - Job #1894

Client:Our New York City-based client manages the assets for a large national organization, with a long-term, endowment-style investment strategy. They have over $8 billion under management invested across public and private asset classes.Opportunity:They are currently seeking an Analyst or Senior Analyst for their public markets team. This position offers entrepreneurial, intellectually curious, and self-motivated individuals the opportunity to work on a close-knit team to develop their investment and analytical skills. This role will primarily focus on public asset classes including equities, rates, FX, commodities, and esoteric investments. The individual will also have some exposure to private markets. A hybrid work model is in place (3-4 days in the office most weeks).Responsibilities:Investment Research & Analysis (~60%)Research & Analysis: Conduct in-depth research and analysis on potential investment managers to understand their investment strategies market opportunities, judgment, alignment with investors, team dynamics, and other key factors. This process will be supported through meetings with prospective and existing investment managers, taking notes, and reflecting on the discussions to refine your investment analysis skills.Market Analysis: Analyze a wide range of asset classes/strategies, reflecting the portfolio’s diverse investment strategies. This involves monitoring various markets through reviewing research and market reports, developing trackers for portfolio positioning, and keeping an updated calendar of notable market data releases and events.Portfolio-Wide Initiatives: Support portfolio construction and asset allocation efforts.Performance Monitoring and Reporting (~30%)Performance Monitoring: Create and maintain analytical reports to evaluate and monitor the performance of both prospective and existing investments.Performance Reporting: Generate performance and exposure reports for the Fund's diversifying asset class investments, and compile summaries of investment managers' market outlooks.Investment Updates: Regularly engage with our existing investments on a monthly or quarterly basis to assess changes in organization or strategy, and review performance, positioning, and outlook.Additional Responsibilities (~10%)Collaboration: Work with senior Investment team members across all aspects of the investment process.Presentation Preparation: Assist in preparation of materials for presentation to our Investment Committee.Special Projects: Conduct special projects as needed.Qualifications:One to five years of investment or finance-related experience; this could be within investment management, manager selection, or manager research. Public markets experience preferred but not requiredBachelor’s degree in any field with a strong academic track recordDesire to pursue the CFA designation (preferred, not required)Fluency in Microsoft Excel, Word, PowerPoint, and OneNoteA deep passion for investingEager to learn and be a part of a fast-paced, dynamic teamStrong analytical and quantitative capabilitiesIntellectual curiosity and critical reasoning skillsSuperior written, verbal, and listening communication skillsAttention to detail with the ability to juggle multiple tasks and respond to changing priorities