Job Title: Research Analyst
Job Type: Full Time
Days/Hours: Monday-Friday 8:30am-5:00pm
Start Date: ASAP
Pathstone is an independent, employee- and family- owned advisory firm that offers multigenerational families and institutions strategic wealth management and customized investment services. With professionals having decades of experience, we employ an advocacy-focused model that empowers our clients to define and achieve their unique long- term goals and support their legacy. The firm has a long history of providing integrated family office services and a long-respected internal third party manager research and due diligence process, and leadership in sustainable and impact investing.
Research and investigate a variety of long-only separate account and mutual fund investment managers across fixed income and equity asset classes. Help to identify new and monitor existing investment managers. Maintain relationships with investment managers that are used by the firm’s clients or have the potential to be used by the firm’s clients. Provide supporting information for research reports. Communicate or present research findings to Long-Only Investment Sub-Committee. Work in collaboration with client-facing personnel, responding in a timely manner to client-directed research requests. Maintain and update investment manager databases and reports. Keep records of manager meetings, in addition to any other work assigned and work in cooperation with the firm and research department’s other staff.
Bachelor’s degree necessary. One-to-three years’ experience in investment manager research or related role, progress towards CFA preferred. Must possess the following characteristics:
• Strong analytical, quantitative and problem solving skills;
• Creative thinker and unafraid to think differently than consensus;
• Excellent verbal and written communication skills;
• Confident, detail-oriented, and organized;
• Ability to prioritize tasks and create structure in the face of competing demands while completing tasks on time;
• Team player; and
• Willingness and desire to travel a must.
How to Apply:
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