Investment Research Associate

AlphaCore Wealth Advisory LLC; San Diego (CA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Bonus up to 10% of base salary

Job summary

AlphaCore Wealth Advisory LLC seeks an Investment Research Associate to support research, portfolio management, and reporting across traditional and alternative assets. You will maintain investment data, conduct manager and market research, and prepare reporting materials to aid investment decisions.

The role emphasizes accuracy, attention to detail, and a keen interest in financial markets. You will leverage AI and automation to improve workflows and support due diligence and opportunity

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Data Science, Computer Science, or related field.
• 1–3 years of experience in investment research, portfolio analytics, or related roles.
• Strong analytical, organizational, and written communication skills, with exceptional attention to detail.

Responsibilities

• Maintain investment data, research records, and due diligence documentation across platforms.
• Monitor performance and update manager research, metrics, and materials.
• Prepare performance reports, committee materials, and client presentations.
• Support automation initiatives and technology-enabled solutions.

Skills

Investment concepts

Data management

Research

Communication

Automation

Education

Bachelor's degree in Finance

Tools

Morningstar Direct

Bloomberg

FactSet

Excel

Internal research systems

Job description

Job Title: Investment Research Associate

Department: Research

Reports To: CIO

Location: La Jolla, CA or Denver, CO

Employment Type:Full-Time, In-Office

Bonus: Up to 10% of base salary

About the Role

We are seeking an Investment Research Associate to support investment research, portfolio management, and reporting across traditional and alternative asset classes. This role will help maintain accurate investment data, conduct manager and market research, prepare reporting materials, and support the investment team’s decision-making process. The ideal candidate has strong attention to detail, a genuine interest in financial markets, and the ability to use technology and automation to improve efficiency. As the role develops, the Investment Research Associate will take on increasing responsibility for investment due diligence, strategy coverage, and identifying new investment opportunities.

Purpose of the Role

• Support the Research team by delivering accurate, timely, and well-organized investment research, reporting, and analysis.
• Assist in monitoring investment managers and portfolios to ensure consistent execution of research and due diligence processes.
• Help maintain the integrity, accessibility, and usability of investment data and research resources across the organization.

Key Responsibilities

Research Operations & Data Management

• Maintain investment data, research records, and due diligence documentation across research platforms and databases.
• Monitor investment performance and update manager research, performance metrics, and investment materials.
• Utilize tools such as Morningstar Direct, Bloomberg, FactSet, Excel, and internal research systems to gather, validate, and analyze investment data.
• Assist with portfolio analysis, model portfolio maintenance, and investment proposal generation.
• Respond to advisor and client research requests with timely and actionable insights.
• Support portfolio construction and investment recommendation processes.
• Assist the research, evaluation, and ongoing monitoring of traditional and alternative investment strategies.
• Participate in manager meetings, document key insights, and assist with due diligence reviews.

Reporting & Investment Communications

• Prepare performance reports, investment committee materials, client presentations, and proposal content.
• Develop research summaries, manager profiles, and other investment-related documentation.
• Ensure accuracy, consistency, and timeliness of research deliverables.

Process Improvement & Technology

• Identify opportunities to enhance research workflows, reporting processes, and data management practices.
• Support automation initiatives and the implementation of technology-enabled solutions, including artificial intelligence tools.
• Contribute to projects that improve the scalability and effectiveness of the firm's investment platform.

Special Projects

• Assist with strategic initiatives and cross-functional projects that strengthen the firm's research capabilities and investment offerings.
• Support the ongoing development and enhancement of research infrastructure, databases, and investment resources.

Core Competencies

Technical Skills

• Knowledge of investment concepts, asset classes, portfolio analytics, manager research, and performance reporting.
• Proficiency in Microsoft Excel, Morningstar Direct, Bloomberg, FactSet, Excel, and internal research systemsand financial software systems
• Familiarity with AI tools and large language models
• Strong data management and analytical skills

Communication & Organization

• Exceptional attention to detail and accuracy
• Strong organizational and time management skills
• Proactive mindset with ability to anticipate needs
• Strong written and verbal communication skills
• Willingness to learn and take initiative
• Balancing recurring reporting deadlines, ad hoc research requests, and longer-term due diligence projects while maintaining accuracy and attention to detail.
• Working across multiple investment strategies, data sources, and internal stakeholders in a fast-paced environment where priorities may shift quickly.

Qualifications

Required

• Bachelor's degree in Finance, Economics, Accounting, Data Science, Computer Science, or a related field.
• 1–3 years of experience in investment research, portfolio analytics, manager due diligence, wealth management, institutional consulting, OCIO, family office, endowment, foundation, or a related investment role.
• Strong analytical, organizational, and written communication skills, with exceptional attention to detail.

Preferred

• Progress toward CFA, CAIA, or a similar professional designation is preferred.
• Experience building automated workflows, dashboards, performance reporting structures, or internal productivity tools.
• Familiarity with AI tools and large language models
• Exposure to FactSet, Bloomberg, Morningstar, vendor APIs, or data-management tools.

Why AlphaCore Wealth Advisory?

At AlphaCore Wealth Advisory, we offer a collaborative and dynamic work environment where your expertise and insights are valued. You'll have the opportunity to work alongside experienced professionals and contribute to our mission of delivering institutional-quality investment solutions within a boutique wealth management firm. In addition to a competitive compensation package, we provide opportunities for professional development and growth.

AlphaCore is an SEC-registered investment adviser.

AlphaCore is an AffIductive Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual’s race, color, religion, age, gender, gender identity, sexual orientation, national origin, ancestry, marital status, medical condition, genetic information, veteran status or disability.

For more information about the company, please refer to our website at www.alphacore.com.

AlphaCore is committed to safeguarding the privacy of our personnel and job applicants. AlphaCore does not "sell" (as that term is defined in the CCPA) your personal information. Please see our Privacy Policy for details.