Associate, Investment Strategy
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Analyst, Risk Manager/Analyst
Job Description & How to Apply Below
Responsibilities
- Monitor existing investments and develop qualitative and quantitative analytical insights on the portfolio, including investment recommendations, manager performance reviews, and thematic presentations
- Source and drive detailed due diligence processes for external investment managers across public and private asset classes
- Contribute to investment decisions regarding the selection, rebalancing, and termination of managers across asset classes
- Serve as lead IMD representative to current and prospective managers as well as industry conferences, negotiate terms and conditions, and coordinate the efforts of outside service providers
- Cultivate and maintain productive relationships with existing and prospective managers as well as vendors, legal counsel, peer investors, and other industry constituents
- Assist with asset allocation reviews and risk management activities
- Stay informed of market trends, new investment opportunities, asset class developments, and macroeconomic themes
- Identify, evaluate, implement, and manage investment tools, AI resources, and best practices used in connection with portfolio and manager research and tracking
- At least 4 years of demonstrated professional achievement in an area relevant to investments (e.g., investment banking, consulting, asset management, alternative assets, or a related field)
- Rigorous analytical training, including advanced research, critical reasoning, writing, data analysis, presentation, and financial modeling skills, as well as a working knowledge of multiple investment strategies
- Technical proficiency of Excel and PowerPoint; openness to adopting new tools and methodologies
- Familiarity with AI tools for research and data synthesis, with the ability to apply appropriate judgement in validating outputs and conclusions
- A base-level understanding of business, legal, and accounting issues involved in the evaluation of alternative investments and knowledge and/or experience in capital markets also required
Position Requirements
10+ Years
work experience
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