Junior Fund Research Analyst

Job Summary

We are seeking a highly analytical and curious Junior Fund Research Analyst to join our investment team. In this role, you will support the selection and monitoring of external investment managers across various asset classes (Equities, Fixed Income, and Alternatives). You will perform quantitative performance analysis and qualitative due diligence to help build and maintain our Recommended List of funds for our portfolios.

Core Responsibilities

• Quantitative Analysis: Utilize tools like Morningstar Direct, Bloomberg, or eVestment to analyze fund performance, risk metrics (Sharpe Ratio, Alpha, Beta), and portfolio positioning.

• Manager Due Diligence: Assist senior analysts in conducting on-site or virtual meetings with external Fund Managers. Document meeting notes, focusing on investment philosophy, process, and team stability.

• Performance Monitoring: Track the ongoing performance of existing funds in the portfolio. Flag any style drift, significant team turnover, or performance outliers to the Investment Committee.

• Report Writing: Draft formal research notes and investment memos summarizing why a fund should be added to or removed from the buy list.

• Market Intelligence: Stay abreast of industry trends, new fund launches, and regulatory changes within the asset management industry.

• Database Management: Maintain and update internal research databases and CRM systems to ensure all fund data and compliance documents are current.

Required Skills & Qualifications

• Education: Master degree in Finance, Economics, Mathematics, or a related quantitative field.

• Experience: 0-2 years of experience in financial services (internships in asset management or investment consulting are highly valued).

• Technical Proficiency: Advanced Microsoft Excel (pivot tables, VLOOKUPs, financial modeling).

  • Familiarity with investment tools (Morningstar, Bloomberg, or FactSet) is a plus.

• Certifications: Progress toward the CFA (Chartered Financial Analyst) or CAIA designation is strongly preferred.

• Analytical Mindset: Ability to look beyond past performance to understand the drivers of future returns.

• Communication: Strong technical writing skills and the ability to present complex data clearly to the Investment Committee.