Investment Research Analyst - Data-Driven, Client-Focused

Jobtailor; Massachusetts; On-site; USD 65,000 - 95,000; Full time

Job summary

Jobtailor in the United States seeks a detail-oriented data collection and research assistant focused on investment and financial data. You will gather data via surveys and other methods, ensure quality, and prepare customized analyses for clients and colleagues.

You will collaborate with internal teams, resolve data issues, and leverage Excel, PowerPoint, and AI tools like ChatGPT or Claude to accelerate analysis and draft summaries for research reports.

Qualifications

• BA/BS required.
• Interest in investment and financial concepts.
• Desire to work with endowments, foundations, and nonprofit institutions.
• Analytical and organizational skills.
• Excellent oral and written communication skills.
• Ability to manage multiple projects and meet deadlines.
• Proficiency with Excel and PowerPoint; ability to learn new apps quickly.
• Experience with AI tools to accelerate data analysis and drafting summaries.

Responsibilities

• Collect investment and financial data via surveys and other methods, ensuring data integrity.
• Communicate with clients and colleagues to resolve data issues.
• Analyze data and contribute to research content for regular reports.
• Prepare customized analyses and exhibits for clients and colleagues.
• Respond to client inquiries regarding research and data.
• Collaborate with team to support long-term research projects and daily tasks.
• Coordinate across teams to ensure up-to-date information is used for client service.

Skills

Data collection

Data integrity

Analytical skills

Microsoft Excel

Microsoft PowerPoint

Communication skills

Project management

AI tools usage

Education

BA/BS

Tools

Microsoft Office Suite

ChatGPT

Claude

Job description

Jobtailor in the United States seeks a detail-oriented data collection and research assistant focused on investment and financial data. You will gather data via surveys and other methods, ensure quality, and prepare customized analyses for clients and colleagues.

You will collaborate with internal teams, resolve data issues, and leverage Excel, PowerPoint, and AI tools like ChatGPT or Claude to accelerate analysis and draft summaries for research reports.