Research & Investment Associate

Ascendo Resources; Miami (FL); On-site; USD 120,000 - 160,000; Full time

Job summary

A financial services firm in Miami is seeking an Executive Director of Financial Services to conduct in-depth research on private market and hedge fund investments. The ideal candidate will have a strong background in hedge funds and private equity, along with a bachelor's degree in Finance or Economics. Key responsibilities include conducting due diligence, drafting investment memorandums, and preparing quarterly investment materials. Proficiency in analytical tools such as Excel and PowerPoint is essential for success in this role.

Qualifications

• Strong understanding of hedge funds, private equity, and venture capital.
• Bachelor’s degree required; Finance or Economics preferred.
• CAIA or CFA preferred.
• Proficiency in Excel, PowerPoint, and SharePoint.
• Strong writing, research, and analytical skills.

Responsibilities

• Cover the hedge fund and private markets investment landscape.
• Conduct qualitative and quantitative due diligence on investments.
• Prepare and maintain detailed reports.
• Draft investment memos for discussions and meetings.
• Assist with preparation of quarterly investment committee materials.

Skills

Understanding of hedge funds

Research skills

Analytical skills

Strong writing

Knowledge of private equity

Proficiency in Excel

Proficiency in PowerPoint

Proficiency in SharePoint

Education

Bachelor’s degree in Finance or Economics

CAIA or CFA

Job description

Executive Director of Financial Services / Partner - Ascendo Resources

We are seeking a Research Associate to join our client. This position is working with a firm in the Alternative Investment Space.

This is a research-focused position dedicated to analyzing private market and hedge fund investments. The ideal candidate will conduct in-depth qualitative and quantitative research, support ongoing due diligence, and contribute to the firm’s investment evaluation process.

Responsibilities

• Cover the hedge fund and private markets investment landscape and monitor industry trends
• Conduct qualitative and quantitative due diligence on existing and prospective investments, preparing and maintaining detailed reports
• Participate in update calls and onsite diligence sessions with fund managers
• Review offering documents and update key data points within internal systems
• Draft investment memos for investor discussions, internal meetings, and written communications
• Assist with preparation of quarterly investment committee materials and support related action items
• Import monthly market data and support benchmarking and performance analysis
• Contribute to educational materials, research insights, and industry-focused content

Qualifications

• Strong understanding of hedge funds, private equity, private credit, and venture capital
• Bachelor’s degree required; Finance or Economics preferred
• CAIA or CFA preferred
• Proficiency in Excel, PowerPoint, and SharePoint
• Strong writing, research, and analytical skills
• Must be able to work onsite in Miami and collaborate across internal teams