Investment Research Associate — AI-Driven Analytics

FBB Capital Partners; Bethesda (MD); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Dental, vision, health care

401(k)

Life and disability insurance

Professional development support

Job summary

FBB Capital Partners seeks a Research Associate to support the investment team with research and portfolio management. You will generate data, analysis, and insights and periodically present to senior Investment Committee members.

The role covers financial research on existing and potential investments across equities, fixed income, ETFs, mutual funds, commodities, and private markets, and involves modeling and capital markets fundamentals.

Qualifications

• Full-time or internship experience in financial analysis, preferably research.
• Strong financial modeling, statistics, and economics knowledge.
• Proficient in Excel and financial analysis tools; familiarity with AI tools preferred.
• Excellent quantitative and qualitative analytical skills.
• Experience with risk models and portfolio management techniques.
• Team player with good problem-solving and communication abilities.
• BA/BS in quantitative or qualitative analysis; CFA path is a plus.

Responsibilities

• Assist with weekly meeting prep and ad-hoc financial analysis projects.
• Create/update investment summaries for equity holdings.
• Prepare reports for various asset classes and strategies.
• Evaluate performance of historical investments with risk considerations.
• Contribute to annual reports for equity strategies.
• Leverage AI tools to streamline tasks.
• Develop financial statement pro-formas and valuation models with seniors.

Skills

Financial analysis

Excel

AI tools (Claude/ChatGPT)

Teamwork & communication

Quantitative reasoning

Portfolio management concepts

Problem solving

Academic credentials (BA/BS)

CFA (progress towards)

Education

BA/BS in economics/finance/math/engineering

Tools

Excel

Financial analysis software

AI chat tools (Claude/ChatGPT)

Job description

FBB Capital Partners seeks a Research Associate to support the investment team with research and portfolio management. You will generate data, analysis, and insights and periodically present to senior Investment Committee members.

The role covers financial research on existing and potential investments across equities, fixed income, ETFs, mutual funds, commodities, and private markets, and involves modeling and capital markets fundamentals.