Senior Research Analyst

Tyler Street Capital is a boutique multi-family office and SEC-registered investment adviser in Plymouth, Massachusetts, managing approximately $700 million for a select group of high net worth families.

We are currently hiring for a Senior Research Analyst who will report directly to the Founder. The role spans strategy due diligence, asset allocation work, and trading. This position is well suited for someone who works independently, enjoys forming and supporting views with data, and can defend their position with colleagues and clients. It offers broad exposure to the various aspects of the wealth management business, and provides meaningful room to grow.

This opportunity is based in our home office in Plymouth, MA. It is an in-person role with the ability to go hybrid after a few months of experience.

• Source, diligence, and monitor strategies across public and private markets. May include travel.
• Produce investment recommendations for presentation to internal team, as well as clients.
• Build and maintain asset allocation models and translate them into client portfolios.
• Execute and reconcile trades, rebalances, and tax-loss harvesting using our internal trading system.
• Produce marketing and educational content to bolster the firm's presence with clients, prospects, and outside professionals.
• Help strengthen the firm's investment process and tools

• CFA charter holder, or Level III passed and completing the experience requirement.
• 5-7 years of investment experience at an RIA, multi-family office, OCIO, consultant, endowment, or asset manager.
• A demonstrated track record of leading manager due diligence efforts and defending recommendations to investment committee or clients.
• Strong analytical and modeling skills.
• Hands-on experience with Excel, Schwab, Morningstar, or some similar type of program.
• Clear, concise writing capability and confident presentation.
• Self-directed, with sound judgment and high standards.