Investment Research Associate

Atlantic Group; New York (NY); Hybrid; USD 130,000 - 190,000; Full time

Job summary

Atlantic Group in New York, NY is seeking an Investment Research Associate to support hedge fund manager research, due diligence, and portfolio analysis within an alternative investments setting.

You will evaluate hedge fund strategies, identify investment opportunities, and develop research and recommendations for institutional portfolios. Ideal candidates have hedge fund experience and strong communication skills.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or related field is required.
• 5+ years of hedge fund investing or investment research experience.
• Strong understanding of hedge fund strategies and portfolio construction.
• Advanced proficiency in Excel and financial analysis tools.
• Excellent analytical, research, and communication abilities with attention to detail.

Responsibilities

• Research and evaluate hedge fund managers, strategies, and opportunities.
• Perform manager due diligence and develop actionable investment recommendations.
• Analyze portfolio performance and assess investment risks and opportunities.
• Prepare investment memoranda, manager reviews, and market research reports.
• Present findings and recommendations to internal teams and stakeholders.
• Build relationships with investment managers and industry professionals.

Skills

Analytical skills

Research skills

Communication skills

Organizational skills

Education

Finance/Econ/Accounting degree

Tools

Microsoft Excel

Portfolio monitoring tools

Job description

Job Overview – Investment Research Associate

Compensation: $130,000 – $190,000/year + bonus

Location: New York, NY

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring an Investment Research Associate in New York, NY for our client, supporting hedge fund manager research, investment due diligence, and portfolio analysis within an alternative investment environment. This role will evaluate hedge fund strategies, identify investment opportunities, and develop research and recommendations to support institutional investment portfolios. The ideal candidate brings strong hedge fund investment experience, expertise in credit or event-driven strategies, and the ability to communicate investment insights to relevant stakeholders.

Responsibilities as the Investment Research Associate

• Investment Research: Research and evaluate hedge fund managers, investment strategies, and market opportunities across alternative investments.


• Manager Due Diligence: Conduct investment due diligence, assess manager performance, and develop recommendations for potential investments.


• Portfolio Analysis: Monitor hedge fund investments, analyze portfolio performance, and evaluate investment risks and opportunities.


• Investment Reporting: Prepare investment memoranda, manager reviews, market research, and portfolio analysis reports.


• Stakeholder Communication: Present investment research, portfolio insights, and recommendations to internal teams and relevant stakeholders.


• Industry Relationships: Build relationships with investment managers and industry professionals while collaborating with internal investment teams.

Qualifications for the Investment Research Associate

• Education: Bachelor's degree in Finance, Economics, Accounting, or a related field is required.


• Experience: 5+ years of experience in hedge fund investing, investment research, manager due diligence, asset allocation, fund-of-funds, or investment consulting is required.


• Industry Knowledge: Strong understanding of hedge fund strategies, investment analysis, portfolio construction, and manager evaluation is required.


• Technical Skills: Advanced proficiency in Microsoft Excel, financial analysis, investment research, and portfolio monitoring tools is required.


• Skills & Attributes: Strong analytical, research, communication, and organizational skills with excellent investment judgment, attention to detail, and the ability to manage multiple priorities and collaborate with investment professionals are required.

Application Notice:Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.