Senior Investment Analyst

Garry Executive Search; Bridgewater (MA); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

ESOP with annual dividend withdrawal

401k with match

Health and dental insurance

Vision insurance (employer-paid)

Long-term disability

Life insurance

Hybrid schedule

Job summary

Garry Executive Search, a confidential retained search for a fee-only registered investment advisor, seeks an experienced Senior Investment Analyst in Central New Jersey. You will support and grow within the research function, collaborating with senior investment professionals on strategy, portfolio construction, and committee processes.

You will contribute to research across equities, fixed income, ETFs, mutual funds, and alternatives, help shape asset allocation decisions, and prepare to take

Qualifications

• 5+ years of professional investment research or related experience.
• Strong analytical and quantitative skills and leadership growth mindset.

Responsibilities

• Conduct fundamental, quantitative, and macroeconomic research across asset classes.
• Evaluate securities, ETFs, mutual funds, and alternative investment strategies with senior team members.
• Help monitor portfolio positioning, asset allocation, and risk exposures across client portfolios.
• Contribute to design and refinement of investment strategies and model portfolios.
• Support due diligence for external managers and alternative investments.
• Prepare and present research and recommendations to the investment committee.
• Collaborate with the broader research team on processes, workflows, and best practices.
• Participate in client meetings to discuss investment strategy and market outlook.
• Contribute to written market updates, commentary, and educational content.

Skills

Analytical skills

Quantitative skills

Written and verbal communication

Leadership potential

Education

Advanced degree in finance, economics, business, or related field

Tools

Bloomberg Terminal

Job description

Garry Executive Search is conducting a confidential, retained search on behalf of a fee-only registered investment advisor in Central New Jersey seeking an experienced Senior Investment Analyst to support and grow within its investment research function. This is a strong opportunity for someone with a solid foundation in multi-asset research who is looking to develop into a firm leadership role over time, working closely with senior investment professionals on strategy, portfolio construction, and the firm's investment committee process.

The successful candidate will contribute to research across public equities, fixed income, ETFs, mutual funds, and alternative investments, support strategic asset allocation decisions, and play an increasingly active role with the firm's investment committee as they grow into the position. The role also includes collaborating with the broader research team, contributing to client communications and thought leadership content, and building toward a larger leadership role within the firm's investment platform.

What You’ll Do

• Conduct fundamental, quantitative, and macroeconomic research across asset classes
• Evaluate individual securities, ETFs, mutual funds, and alternative investment strategies alongside senior team members
• Help monitor portfolio positioning, asset allocation, and risk exposures across client portfolios
• Contribute to the design and ongoing refinement of investment strategies and model portfolios
• Support due diligence for external managers and alternative investment opportunities
• Take a growing role in preparing and presenting research and recommendations to the investment committee
• Collaborate with and support the broader research team on process, workflows, and best practices
• Participate in client meetings when appropriate to discuss investment strategy and market outlook
• Contribute to written market updates, commentary, and educational content

What We’re Looking For

Required:

• 5+ years of professional investment research, portfolio management, or related investment experience
• Solid, hands‑on exposure across multiple asset classes (equities, fixed income, ETFs, mutual funds, and/or alternative investments)
• Strong analytical and quantitative skills
• Excellent written and verbal communication abilities
• Demonstrated initiative, organizational skills, and a desire to grow into greater leadership responsibility over time

Preferred:

• Experience at a registered investment advisor (RIA) or similar independent wealth management firm
• Advanced degree in finance, economics, business, or related field
• Exposure to alternative investments, including private credit, private equity, real estate, or hedge fund strategies
• Experience using Bloomberg Terminal or other institutional research platforms
• Interest in eventually contributing to or serving on an investment committee
• Base salary $100K–$140K plus performance-based incentives and bonuses ($130K–$170K total starting comp), commensurate with experience
• Employee‑owned firm; all employees participate in an ESOP with annual dividend withdrawal
• 401k with a safe harbor match up to 4% plus a discretionary match of 3% of compensation
• Fully paid health and dental insurance, 50% employer‑paid vision
• Long‑term disability and life insurance
• Hybrid schedule, two days remote per week, plus additional WFH periods around summer and holidays
• 17 PTO days per year, plus a birthday PTO day and a holiday bonus day, 19 total
• No‑cost wealth management and financial planning for employees and immediate family, discounted for extended family
• Education, certification, and conference support

Why This Opportunity

This firm has built a strong reputation for integrity, collaboration, and personalized client care. You'll be stepping into a high-trust environment with real room to grow, where your input will matter early and your responsibilities will expand as you prove yourself.

About Garry Executive Search

Garry Executive Search is an equal opportunity search firm. We welcome applicants of all backgrounds, experiences, and perspectives.