Fund Research Associate

Career Launch AI; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A leading investment analysis firm is seeking a Fund Research Associate in New York, NY to support investment research by conducting quantitative and qualitative analysis of funds and investment strategies. The ideal candidate will have a Bachelor's degree in a related field and possess strong analytical skills. Responsibilities include analyzing financial statements, preparing investment reports, and collaborating with portfolio managers. This position offers a competitive compensation package ranging from $140,000 to $185,000 annually.

Qualifications

• Strong analytical and quantitative skills with attention to detail.
• Knowledge of investment strategies and financial markets.
• Ability to manage multiple research projects in a fast-paced environment.

Responsibilities

• Conduct in-depth research on funds and performance metrics.
• Analyze financial statements and monitor market trends.
• Prepare investment memos and research reports for management.

Skills

Analytical skills

Quantitative skills

Communication skills

Financial modeling

Proficiency in Excel

Education

Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Statistics, or a related field

Tools

SQL

Python

R

Job description

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Fund Research Associate position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in fund research, due diligence, and investment analysis.

Actual openings may vary based on employer type (hedge funds, private equity, venture capital, mutual funds, or asset managers) and focus areas (equities, fixed income, private markets, or alternative investments).

For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/

Position Overview

Fund Research Associates support investment and research teams by conducting quantitative and qualitative analysis of funds, strategies, and asset managers. The role focuses on identifying, evaluating, and monitoring investment opportunities and providing actionable insights to support investment decisions.

These roles often involve close collaboration with portfolio managers, investment analysts, risk teams, and senior leadership to provide rigorous research, performance tracking, and market intelligence.

Key Responsibilities

Conduct in-depth research on funds, strategies, and asset managers, including historical performance, risk metrics, and investment processes

Analyze financial statements, fund structures, and performance reports

Assist in the preparation of investment memos, pitch materials, and presentations for internal and client-facing use

Maintain and update databases of fund information, performance metrics, and due diligence findings

Monitor market trends, asset class developments, and emerging investment opportunities

Support portfolio monitoring, performance analysis, and risk reporting

Prepare regular and ad-hoc research reports for senior management and investment committees

Contribute to the evaluation and selection of new investment opportunities

Preferred Qualifications

Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Statistics, or a related field

Strong analytical and quantitative skills, with attention to detail

Knowledge of investment strategies, financial markets, and fund structures

Proficiency in Excel and financial modeling; familiarity with SQL, Python, R, or other analytical tools is a plus

Strong written and verbal communication skills for report writing and presentations

Ability to manage multiple research projects and deadlines in a fast-paced environment

Interest in investment research, due diligence, and portfolio management

About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

Skills-based role matching

Resume and profile optimization

Guidance on outreach to investment and research teams

Interview preparation for fund research, due diligence, and quantitative assessments

To learn more or express interest in fund research roles, visit:
https://www.careerlaunch.ai/