Investment Analyst

Pitcairn Company; Conshohocken, Northern (Montgomery County, KY); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Pitcairn’s Investment Analyst role supports research and due diligence across public equity, fixed income, real assets, hedge funds, and private markets. The generalist position develops an understanding of how asset classes fit together to optimize client portfolios.

The role requires a Bachelor's in business/finance/economics and 2–4 years in investment-related work. Strong Excel, PowerPoint, and familiarity with research platforms are valued, with potential exposure to SQL, Python, and AI

Qualifications

• Bachelor's degree in business, finance, economics, or a related quantitative field.

Responsibilities

• Support due diligence and manager research across asset classes, including background work, performance and risk analysis, and drafting investment memos.
• Help maintain coverage of managers already on the platform, preparing for update calls, tracking changes, and flagging areas for closer review.
• Contribute to investment analyses, educational pieces, and presentations for the Family Office Group, clients, and prospects.
• Assist with asset allocation modeling and portfolio analytics that inform client and prospect recommendations, including Capital Market Assumptions, Strategic Asset Allocation targets, and optimizations of scenario and sensitivity analysis.
• Maintain Pitcairn's investment data and research management system across technology platforms, including manager communications, materials, and performance data.

Skills

Advanced Excel

PowerPoint

Analytical thinking

Clear writing & verbal communication

Education

Bachelor's degree in business/finance/economics

Tools

Morningstar

PitchBook

Venn

Tamarac

Backstop Solutions

CENTRL

SQL

Python

AI tools

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Investment Analyst

Full Time Conshohocken, PA, US

3 days ago Requisition ID: 1100

Pitcairn’s innovative Shared Single-Family Office ® model provides unparalleled service to wealthy families and other family offices. Since the firm’s founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services, as well as family education and family governance support.

Primary Function:

The Investment Analyst supports Pitcairn's investment research and due diligence work, helping build, analyze, and maintain the strategies that make up client portfolios across public equity, fixed income, real assets, hedge funds, and private markets. The position is intentionally generalist. Rather than covering a single sleeve, you will work across asset classes and develop an understanding of how they fit together, which we believe is the more effective way to learn this business.

Pitcairn's platform spans daily liquid funds, semi-liquid structures such as tender offer funds, and traditional drawdown private funds. Each carries its own mechanics around subscriptions, redemptions, capital calls, valuation, and reporting, and those mechanics shape much of the work. We do not expect you to arrive knowing these differences, but we do expect an interest in learning them.

Responsibilities:

• Support due diligence and manager research across asset classes, including background work, performance and risk analysis, and drafting investment memos.
• Help maintain coverage of managers already on the platform, preparing for update calls, tracking what has changed since the last conversation, and flagging what deserves a closer look.
• Contribute to investment analyses, educational pieces, and presentations for the Family Office Group, clients, and prospects.
• Assist with asset allocation modeling and portfolio analytics that inform client and prospect recommendations, including Capital Market Assumptions, Strategic Asset Allocation targets, and the optimizations of scenario and sensitivity analysis.
• Maintain Pitcairn's investment data and research management system current across technology platforms, including manager communications, materials, and performance data.

Education/Experience:

Some of the most important qualifications do not appear on a resume. We want someone who follows markets because they find them interesting and has a view on what makes a strategy sound: what the manager is doing, where the returns come from, and what could go wrong.

In addition, we are looking for the following:

• Bachelor's degree in business, finance, economics, or a related quantitative field.
• Two to four years in an investment or investment-adjacent role: investment management, due diligence, research, performance reporting, asset allocation, or investment consulting.
• Working familiarity with at least one of the following: public equity, fixed income, hedge funds, private equity or private credit, or real assets. Depth in one area is more valuable to us than general familiarity with all of them, and we are prepared to teach you the rest.
• Exposure to asset allocation or portfolio construction frameworks and the math beneath them: mean-variance optimization and the efficient frontier, risk and return contribution, correlation and covariance estimation, and their practical limits. We do not expect you to have built a Capital Market Assumptions set or Strategic Asset Allocation yourself, but you should be able to reason about the inputs.
• Advanced Excel required. PowerPoint skills highly desired.
• Familiarity with institutional research and technology platforms such as Morningstar, PitchBook, Venn, Tamarac, Backstop Solutions, and CENTRL is a plus, as is experience with AI tools, SQL, or Python, though none is required.

Certifications:

• An interest in pursuing the CFA or CAIA designation.
• Intellectual curiosity, including a willingness to follow a question past the first answer.
• Strong analytical skills and attention to detail, with the organization to keep several workstreams moving at once and accountability for your own work.
• Clear writing and comfortable verbal communication, since much of the role involves explaining findings to colleagues and clients who were not part of the underlying work.
• Ability to work independently and as a member of a team, and to self-manage in an environment spread across multiple locations.

Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.