Remote Investment Research Associate

HireLATAM; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

A premier financial services marketing firm is hiring a Remote Research Investment Associate. This role involves creating comprehensive market studies and works directly with investment professionals. Ideal candidates possess a Bachelor's degree and have at least 3 years of relevant experience in finance or investing.

Benefits

Competitive compensation with performance-based bonus opportunities

Remote-first culture

Paid local holidays and comprehensive PTO

Qualifications

• 3+ years of experience in investment banking, private equity, or institutional asset management.
• Proven track record creating CIMs, investment memos, and institutional marketing materials.
• Strong command of financial analysis and valuation methodologies.

Responsibilities

• Produce detailed market studies and investment overviews for clients.
• Analyze industry trends and create analytical reports.
• Collaborate with investment professionals to create compelling narratives.

Skills

Analytical skills

Financial modeling

Market research

Communication

Education

Bachelor's degree in Finance, Economics, Business, or related field

Tools

Excel

PowerPoint

Job description

HireLatam is a premier recruitment agency that places top Latin American talent in independent contractor roles in US companies. With a proven track record and a commitment to excellence, we're your trusted partner in the pursuit of career success. Our extensive network, personalized approach, and supportive guidance ensure that you're in the best hands to find your next independent contracting opportunity.

Job Title: Remote Research Investment Associate(100% Work From Home)

Location: Remote from Latin America

Position Type:Full-time

Salary: $4,000 USD/month via wire transfer

Schedule: Monday–Friday, 8:00 AM – 5:00 PM CST (Central Time)

Job Overview:

Our client is a premier financial services marketing firm specializing in sophisticated collateral creation for investment managers across multiple sectors. They partner with private equity funds, venture capital firms, hedge funds, family offices, and investment banks to create institutional-grade marketing materials that drive capital raising and business development success.

As an Investment Research Associate, you'll be responsible for producing comprehensivemarket studies, investment overviews, and analytical research across diverse industries andasset classes. This role requires someone with broad investment experience who can quicklyunderstand complex investment theses across multiple sectors and translate them intocompelling, data-driven narratives for sophisticated institutional investors.

Responsibilities:

• Research & Analysis:
  
  • Produce 20-30 slide market studies and investment overviews for clients across various sectors (not limited to real estate)
  • Conduct comprehensive market research across multiple industries including technology, healthcare, energy, infrastructure, and financial services
  • Analyze industry trends, competitive landscapes, and market dynamics
  • Create detailed investment memos and confidential information memorandums (CIMs)
  • Develop sophisticated financial analysis and modeling to support investment theses
• Content Creation:
  
  • Transform complex investment strategies into clear, institutional-quality presentations
  • Write compelling investment narratives that resonate with LPs, family offices, and institutional investors
  • Create executive summaries, one-pagers, and detailed research reports
  • Develop case studies and track record materials across diverse asset classes
  • Collaborate with design teams to ensure analytical rigor meets visual excellence
• Client Collaboration:
  
  • Partner directly with investment professionals from leading funds and financial institutions
  • Understand nuanced investment strategies across private equity, venture capital,hedge funds, and alternative investments
  • Synthesize client input with independent research to create differentiated positioning
  • Support clients through the entire collateral development process

Key Success Metrics

• Quality and depth of market research and analysis
• Client satisfaction with investment materials and presentations
  
• Ability to quickly understand and synthesize complex investment strategies
  
• Timeliness and accuracy of deliverables
  
• Contribution to successful capital raising and business development outcomes

Qualifications, Skills and Key Competencies:

Must-Have:

• Bachelor's degree in Finance, Economics, Business, or related field
  
• 3+ years of experience in investment banking, private equity, equity research, orinstitutional asset management
• Proven track record creating CIMs, investment memos, and institutional
  marketing materials
  
• Strong analytical and financial modeling capabilities across multiple asset classes
  
• Experience with complex deal structures, fund mechanics, and institutional investmentprocesses

Technical Skills:

• Advanced proficiency in financial analysis and valuation methodologies
• Experience with industry databases and research platforms
• Strong command of Excel, PowerPoint, and financial modeling
• Ability to synthesize large amounts of data into actionable insights

Communication & Soft Skills:

• Exceptional written English with institutional-quality standards
• Ability to distill complex investment concepts for diverse audiences
• Strong project management skills with ability to handle multiple client engagements
• Detail-oriented with commitment to accuracy and quality

Nice-to-Have:

• MBA or advanced degree in finance-related field
• CFA designation or progress toward completion
• Experience working with U.S. institutional investors
• Multi-sector investment experience (technology, healthcare, energy, infrastructure,etc.)
• Previous consulting or client-facing experience
• Bilingual capabilities (English fluency required)

Benefits:

• Competitive compensation with performance-based bonus opportunities
  
• Remote-first culture with strong U.S. institutional exposure
  
• Rapid career growth potential in a scaling organization
  
• Direct mentorship from senior investment professionals
  
• Paid local holidays and comprehensive PTO
  
• Opportunity to build expertise across multiple investment sectors

Application Disclaimer: Please Read Before Proceeding

To ensure a fair and efficient hiring process, all applications must meet the mandatory requirements listed in the job description.

Voice/Video Recording is REQUIRED
Your applicationCANNOTbe considered without a voice or video recording. It must be at least 30 seconds long and inEnglish. Submissions in any other language or missing a recording will beautomatically disqualified.

Mandatory Knockout Questions
Each application includesknockout questions designed to verify minimum qualifications required by the client. If you answer"NO"to any of these, you will beimmediately disqualified from the hiring process for not having the experience requested for the role. Please note that the citizenship question is also a knockout if you answer "YES" as we are only able to hire Latin American talent based in Latin America.

Apply Wisely
To maintain fairness, please apply tono more than three jobsand only if youfully meet the listed qualifications. Applying to roles you don’t qualify for will not improve your chances and may affect future applications.

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All important updates will be sent via email, so be sure to check your inboxand spam/junk folders to avoid missing any communication.

We appreciate your interest and look forward to reviewing your application!