Investment Research Associate, Markets & Macroeconomics

Bbr Partners Llc; New York (NY); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary

Medical, dental, and vision insurance

401K plan

Life insurance

Gym reimbursement

HSA

Transit and parking benefits

Flexible work arrangements

Job summary

BBR Partners LLC is seeking a role focused on due diligence of manager and investment strategies for our high-net-worth clients. You will collaborate with Investment Research to source and assess strategies, monitor macro trends, and support client discussions with clear, data-driven insights.

Outstanding communication and passion for wealth management are essential. You will work across Investment Research, Client Advisory, and market analysis to translate complex data into clear guidance for

Qualifications

• 1-4 years of demonstrated interest or experience in investment management.
• Ability to independently source and analyze investment ideas.
• Strong analytical, quantitative, and critical reasoning skills.
• Excellent written and verbal communication skills.
• Fluency with Excel, Bloomberg, and essential data systems.

Responsibilities

• Source, diligence, and implement investment strategies for our clients.
• Act as the main contact within Investment Research for specific investment strategies.
• Execute searches and perform initial due diligence on a variety of investment strategies.
• Performs ongoing due diligence on investment manager portfolios, businesses, and operations.
• Perform ad-hoc investment research projects as needed.
• Collaborate with Client Advisory team to serve clients and adjust based on changes in circumstances.
• Monitor and analyze macroeconomic indicators and trends and assess their impact on markets and client portfolios.
• Prepare regular and ad-hoc reports and presentations on economic developments.
• Contribute insights to investment strategy discussions based on outlooks and scenario analysis.
• Help communicate macroeconomic context to clients and position our investment philosophy.

Skills

Investment analysis

Macroeconomic analysis

Client communication

Team collaboration

Attention to detail

Tools

Excel

Bloomberg

Job description

BBR Partners LLC is seeking a role focused on due diligence of manager and investment strategies for our high-net-worth clients. You will collaborate with Investment Research to source and assess strategies, monitor macro trends, and support client discussions with clear, data-driven insights.

Outstanding communication and passion for wealth management are essential. You will work across Investment Research, Client Advisory, and market analysis to translate complex data into clear guidance for