Investment Research Analyst

Nasdaq; Philadelphia (Philadelphia County); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase

Student loan repayment

Life and disability plans

Generous paid time off

Health coverage

Hybrid schedule

Parental leave

Fertility benefits

Bereavement leave

Gift matching

ERGs

Volunteer days

Education assistance

Job summary

Nasdaq CAP Investment Insights (CII) seeks an Investment Research Analyst to transform Nasdaq data into timely, unbiased investment insights for institutional, advisor, and retail audiences. You will translate quantitative findings into compelling narratives, build dashboards, and support thought leadership through global market perspectives.

The role rewards analytical rigor, curiosity, and clear communication across audiences, with a hybrid in‑office schedule in Philadelphia or Atlanta and

Qualifications

• Bachelor’s degree in Finance, Business, Economics, Statistics, Mathematics, Computer Science, or a related field.
• 3–5 years of experience in investment research, asset management, financial services, or a related field.
• Strong understanding of investment concepts, capital markets, asset classes, and the needs of institutional and/or retail/wealth investors.
• Excellent written, verbal, and visual communication skills, with the ability to explain complex concepts clearly to varied audiences.
• Proficiency in SQL, Python or VBA, and data visualization tools such as Tableau or Power BI.

Responsibilities

• Retrieve, clean, validate, and analyze data from Nasdaq proprietary and relevant third‑party sources to support original investment research.
• Analyze complex investment and market data to identify trends, drivers, risks, and opportunities relevant to institutional, advisor, and retail/wealth audiences.
• Contribute to producing timely thought leadership — including thematic investment research, global market perspectives, tactical insights, and client‑ready briefs.
• Translate quantitative findings into clear narratives, charts, dashboards, and visualizations tailored to different investor segments and levels of sophistication.
• Collaborate with research, commercial, marketing, and regional teams to align research priorities with client needs and business strategy, while maintaining analytical independence.

Skills

SQL

Python

VBA

Data visualization

Communication

Education

Bachelor's degree in Finance, Business, Economics, Statistics, Mathematics, Computer Science, or a related field

Tools

Tableau

Power BI

FactSet

Nasdaq eVestment

AI/LLMs usage

Job description

CAP Investment Insights (CII) is Nasdaq’s investment thought leadership function within the Capital Access Platforms business, serving institutional, advisor, and retail/wealth investor communities globally. As an Investment Research Analyst on the CII team, you'll play a critical role in transforming Nasdaq proprietary data into timely, unbiased, and actionable investment insights — serving institutional, advisor, and retail/wealth investor communities globally.

You’ll thrive in this position if you're analytically rigorous, intellectually curious, and skilled at translating complex quantitative findings into compelling narratives that resonate with diverse investor audiences.

Key Responsibilities

• Retrieve, clean, validate, and analyze data from Nasdaq proprietary and relevant third‑party sources to support original investment research.
• Analyze complex investment and market data to identify trends, drivers, risks, and opportunities relevant to institutional, advisor, and retail/wealth audiences.
• Contribute to producing timely thought leadership — including thematic investment research, global market perspectives, tactical insights, and client‑ready briefs.
• Translate quantitative findings into clear narratives, charts, dashboards, and visualizations tailored to different investor segments and levels of sophistication.
• Collaborate with research, commercial, marketing, and regional teams to align research priorities with client needs and business strategy, while maintaining analytical independence.

Required Qualifications

• Bachelor’s degree in Finance, Business, Economics, Statistics, Mathematics, Computer Science, or a related field.
• 3–5 years of experience in investment research, asset management, financial services, or a related field.
• Strong understanding of investment concepts, capital markets, asset classes, and the needs of institutional and/or retail/wealth investors.
• Excellent written, verbal, and visual communication skills, with the ability to explain complex concepts clearly to varied audiences.
• Proficiency in SQL, Python or VBA, and data visualization tools such as Tableau or Power BI.

Preferred Qualifications

• Experience with FactSet, Nasdaq eVestment, or other investment performance databases.
• Experience using AI and large language models to enhance research, analysis, or content development, with appropriate validation and editorial oversight.
• Exposure to global teams and cross‑border collaboration in a fast‑paced environment.

This position will be located in Philadelphia or Atlanta and offers the opportunity for a hybrid work environment at least 3 days a week in-office, subject to change, providing flexibility and accessibility for qualified candidates.

Come as You Are

Nasdaq is an equal opportunity employer. We welcome applications from candidates of all backgrounds and identities.

We are committed to fostering an inclusive workplace where diverse perspectives, experiences, and identities are valued and celebrated.

We ensure that individuals with disabilities are provided with reasonable accommodation throughout the hiring process.

What We Offer

We’re proud to offer a competitive rewards package that is meaningful, recognizes the unique needs of our employees and their families and incentivizes employees for their contribution to Nasdaq’s overall success.

In addition to base salary, Nasdaq offers significant other compensation (annual bonus/commissions and equity), benefits, and opportunity for growth. Exact compensation may vary based on several job‑related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, business needs and market demands.

• Secure Wealth: 401(k) program with 6% employer match, Employee Stock Purchase Program with 15% discount, Student loan repayment program up to $10k, Company paid life and disability plans, Generous paid time off
• Prioritize Health: Comprehensive medical, dental and vision coverage, Health spending account with employer contribution, Paid flex days to support mental wellbeing, Gym membership discounts
• Care for Family: Hybrid home/office schedule (for most positions), Paid parental leave, Fertility benefits, Paid bereavement leave
• Connect with Community: Company gift matching program, Employee resource groups, Paid volunteer days
• Grow Career: Education Assistance Program, Robust job skills training and Professional development opportunities

For more information, visit Nasdaq Benefits & Rewards Career page.