Research Analyst

Ballentine Partners; Boston (MA); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Dental insurance

Vision insurance

Short-term disability

Long-term disability

Life insurance

Medical insurance (cost sharing)

Paid time off

Corporate matching

Education/certification support

Continuing education

Job summary

Ballentine Partners, a leading independent wealth management firm, is seeking a Research Analyst to join our Investments team in the Boston area. You will assist in identifying private market opportunities across private equity, private credit, and real assets, supporting the deal process from sourcing to execution.

The ideal candidate is highly analytical with strong quantitative skills, excellent communication, and a proactive problem-solving approach.

Qualifications

• Bachelor's degree is required.
• Master's degree and/or CFA designation (or progress toward) are a plus.

Responsibilities

• Support sourcing, research, and evaluation of private market investment opportunities across funds and co-investments.
• Participate in due diligence, financial and qualitative analysis, and preparation of investment committee materials.
• Research market developments and investment themes to inform opportunity identification and portfolio strategy.
• Maintain database of investment managers and opportunities, including pipeline activity.
• Support relationships with investment partners and managers.
• Coordinate transaction execution and portfolio management with service providers; promote cross-functional collaboration.

Skills

Analytical skills

Excel skills

Communication

Team player

Time management

Problem solving

Integrity

Education

Bachelor's degree

Master's degree or CFA

Tools

Excel

Investment platforms

CRM systems

Manager databases

Job description

Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure foster a collegial work environment. We are truly a team; we believe in one another and support each other as we work toward a common goal. We are looking for passionate, caring, curious, innovative, and collaborative individuals to join our firm.

Ballentine Partners is looking for an enthusiastic Research Analyst to join our growing Investments team. The Research Analyst will assist in identifying opportunities and conducting due diligence across all major private market asset classes including private equity, private credit, and real assets. This role will support the investment team throughout the deal process from end to end. This individual will be a visible member of the team supporting the private portfolio while working alongside experienced investment professionals.

Responsibilities include:

• Supporting the sourcing, research, and evaluation of private market investment opportunities across funds and co-investments.
• Participating throughout the investment process, including due diligence, financial and qualitative analysis, and the preparation and presentation of investment committee materials.
• Researching market developments, secular trends, and investment themes across private asset classes to help inform opportunity identification and portfolio strategy.
• Maintaining our database of investment managers and opportunities, including current and historical pipeline activity.
• Supporting ongoing relationships with investment partners and managers.
• Working closely with the private investments operations team to coordinate transaction execution and ongoing portfolio management with legal counsel, fund administrators, accountants, and other service providers. Promoting a culture of collaboration and willingness to work cross-functionally to add value across the investment platform.
• Other duties as assigned.

Qualifications and Attribute

The ideal candidate will:

• Demonstrate intellectual curiosity, initiative, and a strong interest in private markets and investment research.
• Be a highly analytical, fact-based thinker with strong quantitative skills and attention to detail.
• Possess strong written, verbal, interpersonal, and presentation skills, with the ability to communicate effectively with colleagues, senior stakeholders, and external investment managers.
• Take a proactive and resourceful approach to problem-solving, conducting independent research, anticipating issues, and proposing thoughtful solutions.
• Be highly organized and able to manage competing priorities, take direction from multiple team members, and consistently meet deadlines.
• Work effectively both independently and collaboratively across teams, with a positive and collegial attitude.
• Demonstrate sound professional judgment, discretion, and high standards of integrity.
• Demonstrates advanced Excel skills, including the ability to build and analyze financial models.
• Be comfortable learning and using investment research platforms, manager databases, CRM systems, and other technology tools.
• Show a commitment to continuous learning, professional development, and achieving positive outcomes for clients.
• Contribute to broader investment team and firmwide initiatives as needed.

A Bachelor’s Degree is required. Master’s Degree and/or CFA designation (or progress toward) are a plus.

Up to two years of relevant experience is preferred. Candidates may demonstrate this experience through prior employment, internships, investment research, student-managed investment funds, or other rigorous analytical work. Exposure to private equity, venture capital, private credit, real assets, or investment manager due diligence is strongly preferred.

• Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short-term disability, long-term disability, and life insurance as well as cost sharing on medical insurance.
• We offer extensive time-off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more.
• We have a corporate matching program, and we support certifications and continuing education for our team members.

Ballentine is a family-friendly and flexible work environment. Our culture is collaborative and built on supporting each other to grow not only the business but each other as well.

For more information on our culture please view our Stakeholder Report and our Culture page.

Ballentine Partners compensation is made up of a base salary and performance bonus. The salary range for this position is $85,000.00 - $115,000.00 and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid annually.

We will sponsor applicants for work visas.

Ballentine Partners is an Equal Opportunity Employer and we are dedicated to providing an inclusive environment for all employees. All employment is based upon qualifications, merit, and business need. We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community.