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Investment Analysts (IAs) collaborate with Investment Directors to provide investment and capital markets research, analysis, and advice to our clients. The position involves quantitative analysis, as well as a strong qualitative component as IAs work to describe market conditions and relay investment recommendations to clients in written reports. In this role, IAs will gain broad exposure to asset classes and investment strategies, while being exposed to clients and deepening their investment knowledge. There also may be opportunities to serve in a specialist role, focused on hedge funds or private investments, during tenure in the Investment Analyst Program.
Job Description:
Position Specifics:
- Location of Position: Arlington, VA; Boston, MA; Dallas, TX; San Francisco, CA
- Start Date: July 12, 2027 (open to graduates in Class of 2027)
- Program Length: Four-year program; option to apply internally for any open positions as program completion approaches
- Office Requirement: Investment Analysts are required to be in their assigned office 12-16 days per month
- Base Pay/Salary: Arlington, VA; Boston, MA; Dallas, TX: $80,000 / year; San Francisco, CA: $88,000 / year
- Additionally, offer includes sign-on bonus and you will be eligible to participate in firm’s Annual Performance Bonus program.
Responsibilities:
- Work as part of an investment team in one of three practice areas alongside Investment Directors and co-IAs to assess investment managers’ portfolios and support client requests and questions
- Direct responsibility for 10 to 15 clients
- Gather and evaluate historical asset allocation, spending and performance data
- Prepare exhibits and other presentation documentation
We Offer:
- 2-week onboarding training program and interactive training and professional development throughout the IA Program
- Structured mentorship, and employee guided learning opportunities as well as support for the CFA, CAIA, and other professional designations
- Team-based work structure, which supports an environment where immediate contributions can be made, and ongoing learning is encouraged and fostered through interactions with experienced industry professionals
- Ability to attend meetings with clients and top-tier investment managers; broad exposure to asset classes
- Opportunity to join peer-led auxiliary teams to strengthen project management and leadership experience
Qualifications:
- Bachelor’s degree (all majors) with a record of high academic achievement, 3.3 GPA minimum
- Excellent written and verbal communication skills, strong attention to detail and prioritization, and an ability to operate effectively in a team environment
- Demonstrated interest in investments and capital markets with eagerness to learn
- Interest in innovating and experimenting with new technology, models, and AI-driven systems
- Proficient with MS Office suite, specifically Excel and PowerPoint
- Must be eligible to work in the US without sponsorship or restrictions now or in the future
Base salary range for this role:
Pay Range Minimum:
80000
Pay Range Maximum:
87000
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
