Fund Advisory Analyst - Research & Portfolio Insights

TEEMA Solutions Group; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A financial advisory firm in New York is seeking a Fund Advisory Associate to support senior advisors and portfolio managers. This role involves conducting fund research, performance analysis, and collaboration with investment teams. Ideal candidates should have a Bachelor's degree in Finance or a related field and strong analytical skills. Proficiency in Excel and PowerPoint is required, with familiarity in databases being a plus. Competitive compensation ranging from $140,000 to $185,000 is offered.

Qualifications

• Strong understanding of investment funds and asset management principles.
• Experience in investment research or manager due diligence is a plus.
• Ability to synthesize complex investment data into clear insights.

Responsibilities

• Conduct qualitative and quantitative analysis of investment funds.
• Monitor fund performance and assist in fund selection and due diligence.
• Prepare investment memos and collaborate with compliance teams.

Skills

Analytical skills

Client communication

Financial modeling

Attention to detail

Education

Bachelor’s degree in Finance, Economics, Business, Mathematics

Tools

Excel

PowerPoint

Python

SQL

Job description

A financial advisory firm in New York is seeking a Fund Advisory Associate to support senior advisors and portfolio managers. This role involves conducting fund research, performance analysis, and collaboration with investment teams. Ideal candidates should have a Bachelor's degree in Finance or a related field and strong analytical skills. Proficiency in Excel and PowerPoint is required, with familiarity in databases being a plus. Competitive compensation ranging from $140,000 to $185,000 is offered.