Investment Research Associate

Job Title:

Investment Research Associate

Department:
Research

Reports To:

CIO

Location:

La Jolla, CA or Denver, CO

Employment Type:

Full-Time, In-Office

Bonus:
Up to 10% of base salary

We are seeking an Investment Research Associate to support investment research, portfolio management, and reporting across traditional and alternative asset classes. This role will help maintain accurate investment data, conduct manager and market research, prepare reporting materials, and support the investment team’s decision-making process. The ideal candidate has strong attention to detail, a genuine interest in financial markets, and the ability to use technology and automation to improve efficiency.

As the role develops, the Investment Research Associate will take on increasing responsibility for investment due diligence, strategy coverage, and identifying new investment opportunities.

• Support the Research team by delivering accurate, timely, and well-organized investment research, reporting, and analysis.
• Assist in monitoring investment managers and portfolios to ensure consistent execution of research and due diligence processes.
• Help maintain the integrity, accessibility, and usability of investment data and research resources across the organization.

• Maintain investment data, research records, and due diligence documentation across research platforms and databases.
• Monitor investment performance and update manager research, performance metrics, and investment materials.
• Utilize tools such as Morningstar Direct, Bloomberg, Fact Set, Excel, and internal research systems to gather, validate, and analyze investment data.
• Assist with portfolio analysis, model portfolio maintenance, and investment proposal generation.
• Respond to advisor and client research requests with timely and actionable insights.
• Support portfolio construction and investment recommendation processes.
• Assist the research, evaluation, and ongoing monitoring of traditional and alternative investment strategies.
• Participate in manager meetings, document key insights, and assist with due diligence reviews.

• Prepare performance reports, investment committee materials, client presentations, and proposal content.
• Develop research summaries, manager profiles, and other investment-related documentation.
• Ensure accuracy, consistency, and timeliness of research deliverables.

• Identify opportunities to enhance research workflows, reporting processes, and data management practices.
• Support automation initiatives and the implementation of technology-enabled solutions, including artificial intelligence tools.
• Contribute to projects that improve the scalability and effectiveness of the firm's investment platform.

• Assist with strategic initiatives and cross-functional projects that strengthen the firm's research capabilities and investment offerings.
• Support the ongoing development and enhancement of research infrastructure, databases, and investment resources.

• Knowledge of investment concepts, asset classes, portfolio analytics, manager research, and performance reporting.
• Proficiency in Microsoft Excel, Morningstar Direct, Bloomberg, Fact Set, Excel, and internal research system sand financial software systems
• Familiarity with AI tools and large language models
• Strong data management and analytical skills

• Exceptional attention to detail and accuracy
• Strong organizational and time management skills
• Proactive mindset with ability to anticipate needs
• Strong written and verbal communication skills
• Willingness to learn and take initiative
• Balancing…