Senior Associate, Investment Research & Manager Due Diligence

Glocap Search; New York (NY); On-site; USD 120,000 - 155,000; Full time

Job summary

Glocap Search’s client is building a next-generation OCIO/wealth platform serving multi-billion-dollar families with a highly customized investment approach. The team emphasizes long-term partnerships, open architecture, and rigorous manager research across global markets.

The Experienced Associate will conduct manager due diligence, attend meetings, and prepare memoranda, while performing portfolio analytics and supporting client-specific requests using Addepar, FactSet, and similar tools.

Qualifications

• 3-5 years of relevant experience in investment research, manager selection, or due diligence in an OCIO/fund environment.
• Strong quantitative and qualitative analytical skills to evaluate managers, assess performance and risk, and synthesize information into insights.
• Experience conducting investment manager due diligence and ongoing monitoring across public markets is preferred.
• Proficiency with investment technology platforms such as Addepar, FactSet, eVestment or similar tools.

Responsibilities

• Conduct quantitative and qualitative due diligence on investment managers across global equities, hedge funds, liquid credit, fixed income, and passive strategies.
• Attend manager meetings, take notes, and maintain ongoing manager monitoring programs including quarterly reviews and performance updates.
• Prepare due diligence reports, manager reviews, investment memoranda, and supporting materials for senior investment professionals and committees.
• Perform portfolio analytics, manager comparisons, and investment research to support asset allocation decisions.
• Support client-specific investment requests, including portfolio reviews and assessments of legacy holdings.

Skills

Quantitative analysis

Qualitative analysis

Investment research

Due diligence

Portfolio analytics

Tools

Addepar

FactSet

eVestment

Job description

Glocap Search’s client is building a next-generation OCIO/wealth platform serving multi-billion-dollar families with a highly customized investment approach. The team emphasizes long-term partnerships, open architecture, and rigorous manager research across global markets.

The Experienced Associate will conduct manager due diligence, attend meetings, and prepare memoranda, while performing portfolio analytics and supporting client-specific requests using Addepar, FactSet, and similar tools.