Investment Analyst - Research, Diligence & Strategy

Legacy Knight; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Legacy Knight is seeking an Investment Analyst to support research and diligence across private and public investments. You will conduct manager research, draft investment recommendations, and present to the Investment Committee for inclusion in client portfolios.

You will develop economic insights, produce internal reports, and aid in underwriting investments across multiple asset classes, supporting the team and clients with rigorous analysis.

Qualifications

• Bachelor’s degree and strong academic record.
• 1–2 years of relevant experience.
• Excellent analytical skills and written/oral communication.
• Ability to work independently and be a self-starter.
• Intellectual curiosity with critical thinking.
• Experience with FactSet, Addepar, or Claude is a plus.

Responsibilities

• Conduct investment and manager research across private and public investments.
• Provide client-facing quarterly updates on existing investments and share updates with the team.
• Draft and present investment recommendations to the Investment Committee for client portfolios.
• Perform deep economic research to develop thematic investment insights.
• Design and produce internal reporting and analysis across investment strategies.
• Underwrite investments in funds and direct investments, presenting findings to the committee.

Skills

Analytical skills

Communication skills

Independent / self-starter

Critical thinking

Intellectual curiosity

Education

Bachelor’s degree

Tools

FactSet

Addepar

Claude

Job description

Legacy Knight is seeking an Investment Analyst to support research and diligence across private and public investments. You will conduct manager research, draft investment recommendations, and present to the Investment Committee for inclusion in client portfolios.

You will develop economic insights, produce internal reports, and aid in underwriting investments across multiple asset classes, supporting the team and clients with rigorous analysis.