Research Associate

FBB Capital Partners; Bethesda (MD); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Dental, vision, health care

401(k)

Life and disability insurance

Professional development support

Job summary

FBB Capital Partners seeks a Research Associate to support the investment team with research and portfolio management. You will generate data, analysis, and insights and periodically present to senior Investment Committee members.

The role covers financial research on existing and potential investments across equities, fixed income, ETFs, mutual funds, commodities, and private markets, and involves modeling and capital markets fundamentals.

Qualifications

• Full-time or internship experience in financial analysis, preferably research.
• Strong financial modeling, statistics, and economics knowledge.
• Proficient in Excel and financial analysis tools; familiarity with AI tools preferred.
• Excellent quantitative and qualitative analytical skills.
• Experience with risk models and portfolio management techniques.
• Team player with good problem-solving and communication abilities.
• BA/BS in quantitative or qualitative analysis; CFA path is a plus.

Responsibilities

• Assist with weekly meeting prep and ad-hoc financial analysis projects.
• Create/update investment summaries for equity holdings.
• Prepare reports for various asset classes and strategies.
• Evaluate performance of historical investments with risk considerations.
• Contribute to annual reports for equity strategies.
• Leverage AI tools to streamline tasks.
• Develop financial statement pro-formas and valuation models with seniors.

Skills

Financial analysis

Excel

AI tools (Claude/ChatGPT)

Teamwork & communication

Quantitative reasoning

Portfolio management concepts

Problem solving

Academic credentials (BA/BS)

CFA (progress towards)

Education

BA/BS in economics/finance/math/engineering

Tools

Excel

Financial analysis software

AI chat tools (Claude/ChatGPT)

Job description

The Research Associate will help FBB’s investment team execute its research and portfolio management process. The Research Associate will generate data, analysis, and insights and periodically contribute to group meetings with senior members of FBB’s Investment Committee. The role will include undertaking financial research and reporting on existing and potential investments. The successful candidate will be able to initiate new proposals and provide maintenance research on existing holdings across some or all of the following asset classes: equities, fixed income, ETFs and mutual funds (third-party investment manager research), commodities, and private markets. The associate will gain experience in the fundamentals of financial modeling, capital markets and manager research.

Duties and Responsibilities

• Assist with weekly meeting prep, quarterly rebalancing charts, monthly attribution, and other ad-hoc financial analysis projects
• Work with other research team members to create and / or update investment summary reports on equity holdings
• Create similar summary reports for various asset classes and strategies
• Evaluate the performance of and process behind historical investments with risk management in mind
• Create and update annual reports for equity strategies
• Use artificial intelligence (AI) tools to streamline all relevant tasks
• Work towards unassisted equity research responsibilities including evaluating macroeconomic data, analyzing financial statements, and utilizing press releases, earnings conference calls, company presentations, and financial filings (10Qs, 10Ks, etc.) to evaluate corporate strategy
• Work with senior research analysts to create financial statement pro-formas, construct valuation models, and assist in making informed recommendations

Qualifications

• Proven full-time or internship experience in financial analysis, with a preference for investment research and analysis (0 - 3 years preferred)
• Solid understanding of financial modeling, statistics, and economics
• Strong use of Excel, and other financial analysis software. Experience with Claude or ChatGPT is preferred
• Excellent quantitative and qualitative analytical skills
• Familiarity with and experience in the use of risk models and portfolio management techniques
• Experience working in a team environment where they have developed and honed problem solving and communication skills
• Strong, relevant academic credentials (BA/BS) in quantitative analysis (economics, accounting, finance, math, engineering, etc.) or qualitative analysis (psychology, journalism, or related field)
• Progress toward the Chartered Financial Analyst (CFA) designation highly preferred
• Interest and/or experience in a particular industry (technology, energy, utilities, etc.) also a plus
• Participation in college-level investment clubs or organizations is a plus

Compensation and benefits

• Salary and bonus will be commensurate with experience, within a general range of $60,000 to $80,000 per year
• Benefits include dental, vision, health care, 401(k), life and disability insurance
• Partial and/or full financial support for professional accreditation/continuing education requirements and other professional/leadership development opportunities available

FBB Capital Partners is an Equal Opportunity Employer