Overview
A leading global investment firm is seeking an Investigative Research Associate to join its New York team.
Key Responsibilities
The Investigative Research Associate will conduct research and investigative diligence for the firm’s private and public investment analysts and portfolio managers, and will also help to support a team of four Investigative Analysts. The Investigative Research Associate will play a key role in generating actionable and insightful conclusions, and will be responsible for providing support across all phases of the diligence process, including:
- Conducting proprietary research on both management teams and unique business issues via live source interviews and open-records work
- Performing background checks on company management
- Identifying and engaging unique sources to assist in the diligence process
- Reviewing and analyzing outstanding litigation for target companies or individuals
- Assessing and summarizing publicly available reviews of companies, products and individuals
- Analyzing news databases to identify any relevant controversies or red flags related to target companies or individuals
- Clearly communicating diligence findings to Investment team members
- Assisting with other ad-hoc team projects
Skills, Knowledge & Experience
- 5+ years of investigative research and diligence experience required; fundamental investment experience and/or legal work a plus but not required
- Bachelor’s degree with a record of academic success (required)
- A working knowledge of investigative databases
- Strong attention to detail and analytical skills
- Ability to distill large amounts of information into succinct research conclusions
- Interest in companies and the investment management industry
Ideal candidates will posses the following trains:
- Creativity: the ability to deploy different approaches and be resourceful
- Multi-Tasking: ability to manage numerous research projects at any given time
- Intellectual curiosity: passion for learning and investigating a broad range of subject matter; satisfaction derived from the consumption and understanding of information
- Determination: persistence in pursuing and uncovering information to generate insights
- Accountability: ownership of individual responsibilities and work product
- Strong interpersonal skills: ability to effectively communicate with the broader team and to provide clear and tangible takeaways from research work
- Collaboration: interest and comfort in collaborating with others and working as part of a team
Additional Information & Benefits
In addition to base salary, employees may be eligible for other forms of compensation and benefits, such as a discretionary bonus, 100% coverage of medical and dental premiums, and paid lunches
