Research Analyst/Portfolio Administrator

Pelham Berkeley Search; Stamford (CT); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Pelham Berkeley Search in Stamford, CT is seeking a Research Analyst – Portfolio Administrator to support Global Equities research and portfolio administration as part of a small, collaborative team.

This hybrid, full-time role offers exposure to international equity strategies and opportunities for professional growth within a boutique investment environment.

Qualifications

• Completed college degree in Economics, Finance or Math or related quantitative field.
• 0–2 years of relevant experience; recent graduates eligible to apply.
• Strong Excel proficiency and ability to work with financial information and AI tools.
• Demonstrably interested in global markets.
• Extremely organized and meticulous with an accountant's mindset.
• A team player with a can‑do attitude.

Responsibilities

• Conduct fundamental company analysis.
• Monitor and communicate company and market news.
• Participate in management conference calls; attend company meetings and industry conferences.
• Support Portfolio Manager's research, trading, and client servicing activities.
• Serve as backup for portfolio accounting and reconciliation.
• Monitor client portfolios and assist in preparing client reports.

Skills

Quantitative skills

Communication skills

Team player

Attention to detail

Adaptable

Education

Economics

Finance

Math

Tools

Excel

AI tools

Job description

Research Analyst – Portfolio Administrator

Boutique high-end fund seeks Research Analyst – Portfolio Administrator to work as part of small team responsible for Global Equities Research and Portfolio Administration. The role is a hybrid position that combines fundamental company research with portfolio administration and reporting.

This is a direct hire full time position with a firm that offers a very professional work environment, great work life balance, and competitive compensation.

This would be an excellent match for an early‑career professional with a strong finance/accounting background (portfolio accounting, fund accounting,…) who wants to work for a boutique investment fund focused on equities/global equities. This is a very supportive, collaborative work environment with opportunities for growth.

In summary, you will support the firm’s investment and operations efforts, with a focus on the international equity strategies as part of a small, tight knit team. The ideal candidate enjoys a dynamic, in‑office environment and the camaraderie of working with a small team.

A. Research

• Conduct fundamental company analysis
• Monitor and communicate company and market news
• Participate in company management conference calls; attend company meetings and industry conferences
• Support Portfolio Manager's company research, trading, and client servicing activities

B. Portfolio Administration and Support

• Serve as backup for portfolio accounting and reconciliation
• Monitor client portfolios
• Assist in the preparation of client reporting

Requirements include:

• Completed college degree, Economics, Finance, Math or other related quantitative course of study preferred
• 0 to 2 years of relevant experience; recent graduates are eligible to apply
• Strong quantitative skills and proficiency with Excel; comfortable working with financial information and AI tools
• Demonstrably interested in global markets
• Extremely organized and meticulous, with an accountant's mindset
• A team player with a can‑do attitude
• Personality traits: intellectually curious; honest, ethical, and trustworthy; self-motivated, patient, and persistent; adaptable and willing to take on a variety of responsibilities
• Clear and effective written and verbal communication skills

This is a 5 day per week onsite role based in the Stamford Connecticut area