SpringTide Partners
The Research Analyst is responsible for meaningful contributions to several pivotal investment functions including asset allocation, manager/fund selection, the production of a periodical global market dashboard, asset class reviews, investment newsletters or commentaries, market outlooks and capital market expectations.
KEY RESPONSIBILITIES
Perform investment and operational due diligence
Assist with site-visits and manager due diligence documentation and present findings
Production of asset class reviews, monthly commentaries, chart books, and market outlooks
Production and documentation of quarterly capital market expectations
Assist in the creation and management of peer groups across multiple public and private asset classes
QUALIFICATIONS
Cultural fit paramount with a minimum of 1-3+ years of investment experience; family office, foundation, or wealth management experience a plus
Experience in a multi-asset class/multi-manager environment a plus
Bachelor’s degree required; professional designation and/or advanced degrees preferred (MBA, CFA, CAIA, etc.)
Exceptional written and verbal communication skills (writing sample may be requested), client presentation experience a plus
Experience with Bloomberg, Morningstar Direct, eVestment, and Pitchbook a plus
SpringTide Partners
#J-18808-Ljbffr
KEY RESPONSIBILITIES
Perform investment and operational due diligence
Assist with site-visits and manager due diligence documentation and present findings
Production of asset class reviews, monthly commentaries, chart books, and market outlooks
Production and documentation of quarterly capital market expectations
Assist in the creation and management of peer groups across multiple public and private asset classes
QUALIFICATIONS
Cultural fit paramount with a minimum of 1-3+ years of investment experience; family office, foundation, or wealth management experience a plus
Experience in a multi-asset class/multi-manager environment a plus
Bachelor’s degree required; professional designation and/or advanced degrees preferred (MBA, CFA, CAIA, etc.)
Exceptional written and verbal communication skills (writing sample may be requested), client presentation experience a plus
Experience with Bloomberg, Morningstar Direct, eVestment, and Pitchbook a plus
SpringTide Partners
#J-18808-Ljbffr