We are seeking a highly motivated individual to become part of our Research Associate Program. The Research Associates support our Investment Team, which currently consists of 22 members.  The program is a 2 year program (which the company may extend to three years) and will provide an excellent opportunity for someone who wants to gain exposure to the asset management business.  This particular Research Associate will focus on portfolio/market analytics and understanding market conditions.  This will involve conducting market level research and development/updating of general market presentations, commentaries/research papers, ad hoc projects, etc.  


  • Portfolio analysis
  • Market analysis
  • Create presentations/commentaries/research papers
  • Portfolio reporting
  • Research/client meeting materials
  • Analysis for client service

Candidate Profile:

We are seeking candidates with the following attributes:

  • High interest in capital markets research
  • High proficiency in excel
  • In-depth knowledge of financial statement analysis, accounting and finance
  • Excellent communication skills, particularly written
  • Knowledge of Bloomberg is a bonus but not essential

Two or three years of prior work experience in investment consulting, investment banking, accounting, or related financial services is a priority for us.  This position might also suit someone who has been working in a researcher capacity for an economist / strategist. Study for the CFA is encouraged.  While this program was originally designed to give pre-MBA candidates the unique opportunity to experience the asset management business prior to Business School, we will not discount applications from interested MBA candidates whom we believe would derive benefit from our program.

Interested candidates should submit a resume and cover letter by clicking on the link below.  Please state in your cover letter where you saw the posting.