Investment Associates receive ongoing training and mentorship from research and client facing investment staff. Because deep knowledge and experience are important for maximizing an IA's time at C|A, we are looking for candidates who are interested in growing with our Research Team for a minimum of 2-3 years.
Aid senior team members in developing house opinions on U.S. equity managers and markets through ongoing qualitative and quantitative research and analysis.
Utilize common analytical frameworks and develop unique analyses to assess global and international equity funds in terms of organization, investment strategy, performance, fund terms, current portfolio positions, and other key attributes.
Conduct portfolio performance analysis, including use of Factset, Bloomberg, Stylus and/or other in-house and third-party analytical tools.
Help source new ideas and monitor existing strategies by attending and participating in meetings with portfolio managers and other senior personnel.
Complete written research utilized by our clients and consultants to support investment decisions. This includes concise commentaries summarizing meetings with fund managers, in depth due diligence reports, and other periodic research including white papers exploring current topics of interest in the equity markets and fund industry.
Serve as a resource to colleagues seeking current information on investment opportunities, including data and analysis, comparisons across fund managers, and the opinion of the research team.
Bachelor's degree (any major) with a record of achievement.
Strong, demonstrated interest in investments. Strong analytical and quantitative skills.
Demonstrated leadership, integrity, and initiative.
Demonstrated command of written communication and strong business writing skills.
Ability and willingness to engage in conversation with internal and external parties, including senior investment managers.
Strong Excel skills preferred.
Ability to work both independently and in a team under tight deadlines.
Ability and willingness to travel domestically.
Successful completion of CFA Level 1 preferred.
Post-college work experience preferred.
All applications must include a resume and cover letter.