Research Analyst - Crossover Equity Investing New York

Soros Fund Management LLC; London; On-site; USD 125,000 - 150,000; Full time

Job summary

Join a dynamic and innovative team at a leading global asset manager as a junior analyst focused on crossover equity investing. This role offers a unique opportunity to evaluate investment opportunities across private and public companies, leveraging your financial modeling and analytical skills. You'll engage with management teams, conduct independent research, and contribute to the team's success in a collaborative environment. The firm values integrity, teamwork, and smart risk-taking, providing a culture that encourages growth and initiative. If you're passionate about finance and eager to make an impact, this position is perfect for you.

Qualifications

• 2-4 years of experience in the financial industry, preferably investment banking.
• Strong interest in investing in private and public companies.

Responsibilities

• Support the investment team in evaluating crossover investment opportunities.
• Perform due diligence and create detailed reports on potential investments.

Skills

Financial Modeling

Analytical Skills

Problem-Solving

Communication Skills

Research Skills

Education

Bachelor’s degree from a top university

Job description

Research Analyst - Crossover Equity Investing

New York

Company Description

Soros Fund Management LLC (SFM) is a global asset manager and family office founded by George Soros in 1970. With $28 billion in assets under management (AUM), SFM serves as the principal asset manager for the Open Society Foundations, one of the world’s largest charitable foundations dedicated to advancing justice, human rights, and democracy.

Distinct from other investment platforms, SFM thrives on agility, acting decisively when conviction is high and exercising patience when it’s not. With permanent capital, a select group of major clients, and an unconstrained mandate, we invest opportunistically with a long-term view. Our teams operate with autonomy, while cross-team collaboration strengthens our conviction and empowers us to capitalize on market dislocations.

At SFM, we foster an ownership mindset, encouraging professionals to challenge the status quo, innovate, and take initiative. We prioritize development, enabling team members to push beyond their roles, voice bold ideas, and contribute to our long-term success. This culture of continuous growth and constructive debate fuels innovation and drives efficiencies.

Our impact is measured by both the returns we generate and the values we uphold, from environmental stewardship to social responsibility. Operating as a unified team across geographies and mandates, we remain committed to our mission, ensuring a meaningful, lasting impact.

Headquartered in New York City with offices in Greenwich, Garden City, London, and Dublin, SFM employs 200 professionals.

Job Overview

SFM’s Crossover Investing team is looking to add a junior analyst to evaluate investment opportunities across private and public companies. The team has a global mandate across all sectors and across the capital structure, with a preference for taking concentrated positions. The ideal candidate should have a strong interest in investing privately and publicly, possess excellent financial modeling skills, and be versatile across industries, with a deep sense of integrity and eagerness to grow.

Major Responsibilities

• Support the investment team in evaluating crossover investment opportunities across private and public companies
• Perform due diligence on potential investments and consolidate findings into detailed reports
• Assist in managing existing investments and providing regular updates to the team
• Conduct independent research, valuation, and industry analyses
• Create and maintain detailed financial models and internal reports
• Interact with internal and external subject matter experts
• Engage with management teams and corporates
• Review investor reports and third-party research

What We Value

• Bachelor’s degree from a top university
• 2-4 years of experience in the financial industry, preferably investment banking or the buy-side in long/short equity, private equity, or venture capital
• A strong demonstrated interest in investing in private and public companies across sectors and across capital structure
• Ideal background from TMT, Consumer, Industrials, or Healthcare
• Ability to conduct comprehensive fundamental research independently
• Stellar problem-solving, analytical, and quantitative skills
• Expected to have outstanding financial modeling abilities
• Excellent written and verbal communication skills
• Able to engage confidently with C-level executives
• Comfortable in a high-pressure, fast-paced environment
• Able to take direction and show initiative as appropriate
• Possesses a deep sense of integrity and intellectual honesty
• Has demonstrated an ability to work effectively on a team
• Ability to speak a second language preferred

We anticipate the base salary for this role will be in the range of $125k – $150k. In addition to a base salary, the successful candidate will also be eligible to receive a discretionary year-end bonus, as well as other benefits.

In all respects, candidates need to reflect the following SFM core values:

Smart risk-taking // Owner’s Mindset // Teamwork // Humility // Integrity