Multi-Asset Investment Analyst: Research & Analytics

About Pitcairn; Conshohocken (Montgomery County); On-site; USD 65,000 - 90,000; Full time

Job summary

Pitcairn is seeking an Investment Analyst to support investment research and due diligence across public equity, fixed income, real assets, hedge funds, and private markets. The role emphasizes a generalist approach across asset classes and collaboration on client portfolio strategies.

You will learn fund mechanics, contribute to analyses and memos, and help with asset allocation and portfolio analytics. Strong Excel, PowerPoint, and exposure to research platforms are preferred.

Qualifications

• Bachelor's degree in business, finance, economics, or a related quantitative field.
• 2–4 years in investment or investment-adjacent role such as due diligence, research, performance reporting, or asset allocation.
• Familiarity with asset classes: public equity, fixed income, hedge funds, private markets, or real assets.
• Experience with mean-variance optimization, risk/return contribution, and inputs to Capital Market Assumptions is a plus.

Responsibilities

• Support due diligence and manager research across asset classes, including background work and drafting investment memos.
• Maintain coverage of managers on the platform and prepare update calls.
• Contribute to investment analyses, educational pieces, and client/prospect presentations.
• Assist with asset allocation modeling and portfolio analytics and scenario analysis.
• Maintain investment data and research management systems across platforms.

Skills

Bachelor's degree in business, finance

Two to four years experience

Excel proficiency

PowerPoint skills

SQL/Python exposure

Education

Bachelor's degree in business, finance, economics, or related quantitative field

Tools

Morningstar

PitchBook

Venn

Tamarac

Backstop Solutions

CENTRL

SQL

Python

Job description

Pitcairn is seeking an Investment Analyst to support investment research and due diligence across public equity, fixed income, real assets, hedge funds, and private markets. The role emphasizes a generalist approach across asset classes and collaboration on client portfolio strategies.

You will learn fund mechanics, contribute to analyses and memos, and help with asset allocation and portfolio analytics. Strong Excel, PowerPoint, and exposure to research platforms are preferred.