Position Details

Type Full-Time

Experience entry

Exp. Years 2+ years

Education Bachelor's degree in Business, Finance, Accounting, Economics, or a quantitative or computing-related field

Category Data & Analytics

About this role

Research Associate in Wealth Management Portfolio Research supports investment analytics, asset allocation, and portfolio construction, utilizing data pipelines and tools to inform portfolio decisions.

Key Responsibilities

Conduct preliminary investment research and analysis
Data sourcing and analytics
Compile and generate reports
Web app/tool development and updates
Collateral updates

Technical Overview

Strong foundation in quantitative analysis using R or Python; experience with market data platforms and Excel; cloud experience (Azure) a plus.

Ideal Candidate

The ideal candidate is an early-career data analyst/scientist with 2+ years of investment research or financial analytics experience, proficient in R or Python, and capable of supporting portfolio research with data pipelines and common market data platforms.

Must-Have Skills

2+ years of relevant professional experience in investment researchdata analyticsfinancial analysisor a related quantitative roleHands-on experience using R or Python to perform data analysis and automationData sourcingmanagementand analytics

Nice-to-Have Skills

Cloud-based technologies (Microsoft Azure)Experience with Morningstar DirecteVestmentBloombergFactSetExperience with data visualization

Required Skills

2+ years of relevant professional experience in investment researchdata analyticsfinancial analysisor a related quantitative role; R or Python; data analytics; Excel; Morningstar Direct; eVestment; Bloomberg; FactSet

Hard Skills

RPythonExcelSQL / PostgreSQLMicrosoft AzureAzureMorningstar DirecteVestmentBloombergFactSet

Soft Skills

communicationwritingpresentationdata visualizationteam collaboration

Industry & Role

Industry Finance & Banking

Job Function Support investment analytics and portfolio research within Wealth Management

Role Subtype Data Analyst

Tech Domains Python, R, Azure, Excel, SQL / PostgreSQL, Morningstar Direct, eVestment, Bloomberg, FactSet

Keywords for Your Resume

Research Associate - Wealth Management Portfolio ResearchWealth Management Portfolio ResearchRPythonMorningstar DirecteVestmentBloombergFactSetExcelinvestment analyticsdata analyticsasset allocationportfolio constructionmanager selectionportfolio monitoringcloud-based technologiesMicrosoft AzureCFA designation2+ yearsdata pipelines

Deal Breakers

Lack of 2+ years of relevant experience, No experience with R or Python for data analytics

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