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Page Executive

Investment Analyst - Fund Manager Research

Page Executive, New York, New York, us, 10261

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Investment Analyst - Fund Manager Research

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Investment Analyst - Fund Manager Research

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Page Executive Get AI-powered advice on this job and more exclusive features. Conduct detailed qualitative and quantitative due diligence on prospective and existing fund managers. Prepare and update financial models, benchmarking analyses, and performance attribution. Attend manager meetings, conferences and related events, and draft structured investment memos. Assist in pipeline tracking, sector mapping, and internal investment committee presentations. Help maintain internal databases with current fund intelligence. Monitor industry trends relevant to manager strategy and risk context.

Competitive Package Based in New York

About Our Client

A family office

Job Description

Conduct detailed qualitative and quantitative due diligence on prospective and existing fund managers. Prepare and update financial models, benchmarking analyses, and performance attribution. Attend manager meetings, conferences and related events, and draft structured investment memos. Assist in pipeline tracking, sector mapping, and internal investment committee presentations. Help maintain internal databases with current fund intelligence. Monitor industry trends relevant to manager strategy and risk context.

The Successful Applicant

Being passionate about value investing. 2-4 years of experience in investment research, fund-of-funds, investment consulting, or similar. Strong foundation in investment principles, portfolio construction, and fund evaluation. Advanced Excel modeling skills; familiarity with tools like Preqin, PitchBook. Excellent writing and synthesis skills - able to distill complexity into clear insights. Intellectual curiosity and high attention to detail. Comfortable working with an international team. Bachelor's degree, CFA progress is a plus.

Travel: Open to travel as needed, both within the US and internationally

What's On Offer

Competitive Package

Contact:

Quote job ref: JN-062025-6774557

Seniority level

Seniority level Entry level Employment type

Employment type Full-time Job function

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