Investment Research Analyst Private Markets & Due Diligence

GLASfunds; Cleveland (OH); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Healthcare (medical, dental & vision)

Retirement plan

Job summary

GLASfunds is seeking a Research Analyst to assist the Research Team in sourcing, due diligence and monitoring of private capital, hedge funds and tax-aware strategies. The role includes client support, onboarding, content creation, and ad-hoc analytics.

Ideal candidates have 0–3 years in investment analysis and a strong communicator skilled in leveraging AI tools for efficiency. The position is based in Cleveland, OH and offers a competitive compensation package and benefits.

Qualifications

• 0–3 years experience in investment analysis role.
• Effective communicator across all forms of channels.
• Efficient use of technology tools including AI to enhance workflow efficiency.

Responsibilities

• Assist in sourcing, due diligence and reporting for third-party strategies for GLASfunds.
• Draft reports and communications for GLASfunds platform offerings.
• Contribute to quarterly and annual performance updates of existing strategies.
• Support client and prospect calls with investment expertise as needed.
• Collaborate with colleagues and share expertise across teams.
• Pursue certifications or further education to improve skills.

Skills

Investment analysis

Communication

AI tools

Education

Progress toward CFA/CAIA

Tools

AI tools

Job description

GLASfunds is seeking a Research Analyst to assist the Research Team in sourcing, due diligence and monitoring of private capital, hedge funds and tax-aware strategies. The role includes client support, onboarding, content creation, and ad-hoc analytics.

Ideal candidates have 0–3 years in investment analysis and a strong communicator skilled in leveraging AI tools for efficiency. The position is based in Cleveland, OH and offers a competitive compensation package and benefits.