Research Analyst - Equities, Associate or Senior Associate

PineBridge Investments; New York (NY); Hybrid; USD 95,000 - 125,000; Full time

Job summary

A leading global asset manager is seeking a Research Analyst for their Equities team in New York. The candidate will engage in financial modeling, company analysis, and strategic portfolio support. This dynamic role offers a hybrid work environment and opportunities for career development within a collaborative culture that values employee empowerment and excellence in investment management.

Benefits

Comprehensive healthcare

Flexible work arrangements

Retirement plan

Tuition reimbursement

Professional development opportunities

Qualifications

• 3-6 years of previous related work experience.
• Strong analytical and communication skills.
• Advanced Microsoft Excel skills required.

Responsibilities

• Build financial models and perform valuation analysis.
• Assist in monitoring portfolio exposures and risk positioning.
• Represent the Fundamental Equity business to clients.

Skills

Analytical skills

Communication skills

Team collaboration

Attention to detail

Microsoft Excel

Working knowledge of PowerPoint

Investment research

Education

Undergraduate degree in relevant field

Tools

FactSet

Bloomberg

Job description

Research Analyst - Equities, Associate or Senior Associate

Join to apply for the Research Analyst - Equities, Associate or Senior Associate role at PineBridge Investments

Research Analyst - Equities, Associate or Senior Associate

Join to apply for the Research Analyst - Equities, Associate or Senior Associate role at PineBridge Investments

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Associate/ Senior Associate, Research Analyst, Equities – NYC

PineBridge Investments is a private, global asset manager focused on active, high conviction investing. We draw on the collective power of our experts in each discipline, market, and region of the world through an open culture of collaboration designed to identify the best ideas. Our mission is to exceed clients’ expectations on every level, every day. As of 31 March 2025, the firm managed US$188.9 billion across global asset classes for sophisticated investors around the world.

PineBridge Investments is seeking a Research Analyst to join our Fundamental Equities team. The role will be based in New York City with the expectation of a hybrid work model.

Primary Responsibilities:

Company Research:

• Build financial models, perform valuation analysis, comparative company analysis, and industry research.
• Compile relevant supporting information to present investment ideas to the PM and investment team
• Participate in research meetings with portfolio management teams.
• Meet with company management teams, work to form investment opinions of a company.
  
  

Portfolio Analytics:

• Assist in monitoring portfolio exposures and risk positioning in relation to strategy limits/targets.
• Assist in running and interpreting portfolio characteristics, performance attribution, and risk metrics.
• Assist in maintaining internal databases including proprietary company classifications and price targets.
  
  

Marketing:

• Represent the Fundamental Equity business to internal and external clients to help drive asset growth.
• Work with internal and external stakeholders to successfully launch and promote new products.
• Review and edit marketing materials, RFPs/DDQs, and other client deliverables produced by the team.
• Help with preparing presentations for prospective clients.
  
  

General:

• Work with other team members to respond effectively to requests from clients and senior management.
• Provide support in administrative matters and prepare reports.
• Assist with Fundamental Equity-wide initiatives and projects if required.
  
  

Qualifications:

• 3-6 years of previous related and relevant work experience, which may include portfolio management, investment research, investment counseling, or institutional client service.
• Undergraduate degree in relevant field.
• Advanced skills in utilizing Microsoft Excel; strong working knowledge of PowerPoint and Word.
• Experience with FactSet and Bloomberg preferred.
• Works well in a team environment spanning many time zones and cultures using effective communication skills.
• Innate intellectual curiosity as well as innovative, future-oriented thinking and a passion for investing.
• Strong analytical, communication (oral and written), relationship building and interpersonal skills.
• Strong organizational skills with a commitment to follow-up.
• Attention to detail – proven experience of delivering high levels of accuracy.
• Candidate must be a team player and self-motivated.
• Willingness to travel.
  
  

About PineBridge

PineBridge is proud of our award-winning culture, which reflects our commitment to empowering employees and fostering a collaborative work environment. For five consecutive years (2020-2024), PineBridge has been named a ‘Best Place to Work in Money Management’ by Pensions & Investments, a leading industry designation which recognizes the best employers in the asset management industry by evaluating employer benefits, policies, and responses to an employee survey. In 2023, PineBridge received Hong Kong Institute for HR Management Elite awards for ‘Best Workplace’ and ‘Learning & Development’. Alongside this, PineBridge was recognized as a finalist at the 100 Women in Finance’s APAC Industry Diversity, Equity & Inclusion Award.

Our benefits: We offer a wide range of family friendly benefits including comprehensive healthcare, back-up childcare program to support working parents and flexible work arrangements so you can be there for the people you care about. We also provide a competitive retirement plan and tuition reimbursement. Furthermore, we have a robust list of professional development opportunities with the goal of engaging, retaining, and developing our talent.

Our values: We value our clients, investment excellence, collaboration with our distributed team members, empowerment, and independence as we honor our heritage and our roots.

Salary Range: $95,000-125,000 annually + bonus + benefits

• The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
  
  

PineBridge is proud to be an Equal Opportunity Employer committed to diversifying its workforce, providing equal employment opportunity for all qualified persons and maintaining an environment free from all forms of harassment and discrimination for its employees. PineBridge is dedicated to recruiting, hiring, training and promoting into all job levels the most qualified applicants without regard to actual or perceived age, race, creed, color, religion, national origin, ancestry, height, weight, sex, gender (including gender identity), disability, pregnancy, marital status, domestic partner status, sexual orientation, AIDS/HIV status, military status, alienage or citizenship status, genetic information, domestic violence victim status or any other basis protected by applicable federal, state or local laws. At PineBridge, we strive to create an inclusive environment that attracts, retains, and develops the best global talent, leveraging the unique backgrounds, talents, and perspectives that all our people bring to work.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Research, Analyst, and Information Technology

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