Research Analyst
Apply NowCompany: The Colony Group
Location: New York, NY 10025
Description:
Seeking the extraordinaryTM! We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do.
With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in their lives. In our highly collaborative culture, a focus on purpose, connection, lifelong learning, diversity and inclusion, sustainability, and leadership development is core to our collective success. We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients. Across our hybrid working environment, we put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people and offering a culture where the needs of our employees and clients come first. We are united by our commitment to teamwork, collaboration, doing meaningful work, and having fun together, as well as fostering an environment where each person can thrive as part of a broader community.
Join The Colony Group in making your everyday extraordinary!
The Colony Group seeks a motivated and qualified individual for the position of Research Analyst. TheInstitutional Advisory Practice manages global, multi-manager portfolios fornon-profit organizations and families. As a Research Analyst, you will be partof an investment team responsible for sourcing, evaluating, and monitoringinvestment managers as well as performing research that supports our investmentand client communication efforts. The position will require analysis of a widearray of investment strategies across asset classes and geographies.
Primary responsibilities for this position include:
Qualifications:
*This is an Exempt position
$105-110k
With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in their lives. In our highly collaborative culture, a focus on purpose, connection, lifelong learning, diversity and inclusion, sustainability, and leadership development is core to our collective success. We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients. Across our hybrid working environment, we put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people and offering a culture where the needs of our employees and clients come first. We are united by our commitment to teamwork, collaboration, doing meaningful work, and having fun together, as well as fostering an environment where each person can thrive as part of a broader community.
Join The Colony Group in making your everyday extraordinary!
The Colony Group seeks a motivated and qualified individual for the position of Research Analyst. TheInstitutional Advisory Practice manages global, multi-manager portfolios fornon-profit organizations and families. As a Research Analyst, you will be partof an investment team responsible for sourcing, evaluating, and monitoringinvestment managers as well as performing research that supports our investmentand client communication efforts. The position will require analysis of a widearray of investment strategies across asset classes and geographies.
Primary responsibilities for this position include:
- Source and perform due diligence on investment managers across asset classes
- Research emerging areas of investment opportunity as well as initiatives that will inform our investment thinking and client communications
- Construct and enhance qualitative and quantitative manager analysis reports
- Utilize analytical platforms to monitor portfolio exposures, characteristics, stress-test scenarios, and assess potential risks and opportunities within portfolios
- Conduct portfolio analysis across asset classes to assess performance, monitor risks, and identify optimization opportunities
- Maintain a database of investment managers and strategies and ensure seamless data integration across sources to enhance portfolio analytics
- Streamline analytics workflows through automation
- Compose formal research reports and quarterly manager research updates
- Effectively communicate one's analysis to the team verbally and in writing
- Prepare materials to support our marketing efforts
Qualifications:
- A bachelor's degree
- 2 years+ of investment research experience (e.g., at an E&F, OCIO, or similar investment office) conducting due diligence on actively managed strategies
- Aptitude in Microsoft Office suite as well as a variety of financial and performance databases (e.g. Bloomberg, Morningstar, FactSet, etc.)
- Experience in coding a major plus
- Knowledge of qualitative and quantitative investment concepts
- Strong communication skills, both verbal & written
- Exceptional organizational skills and attention to detail
*This is an Exempt position
$105-110k