BBR Partners

Associate, Investment & Markets Research

New York, NY

Sponsorship not specifiedDetected 22 days ago

Business DevelopmentAccountingExcelResearchCommunicationCollaborationMentoringPublic Speaking

About the role

This role is primarily responsible for conducting manager and investment due diligence.
This includes qualitatively and quantitatively assessing the viability of various investment strategies both broadly across high-net-worth clients as well as specifically within individual clients' portfolios.
Over time, you'll be an active participant in internal discussions regarding various investment and market strategies as well as external discussions with clients and prospective clients.

Work collaboratively within the Investment Research team to source, diligence, and implement investment strategies for our clients
Execute searches and perform initial due diligence on a variety of investment strategies
Performs ongoing due diligence on investment manager portfolios, businesses, and operations
Perform ad-hoc investment research projects as needed
Collaborate with Client Advisory team to serve clients when appropriate and recommend adjustments based on changes in clients' circumstances
Support the Investment Research and Client Advisory teams in communicating macroeconomic context and implications to clients, helping position our investment philosophy in light of current economic conditions

1-4 years of demonstrated interest or experience in investment management
Ability to independently source and analyze investment ideas, and utilize relationships to provide additional insight
Intellectual curiosity and strong analytical, quantitative, and critical reasoning skills
Attention to detail, and ability to juggle multiple tasks, respond to changing priorities, and meet deadlines
Strong knowledge in investment management concepts and theory particularly relating to asset allocation, portfolio construction and strategy selection
Base-level understanding of business, legal, and accounting issues involved in the evaluation of investments
Superior written and verbal communication skills and fluency with Excel, Bloomberg, and other essential computer programs/data systems
Proven track record of excellence in working within a team and preferably managing and mentoring others

Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors.
The expected base salary for the role will generally be between $90,000 and $120,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances.
Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs.
This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
Competitive base salary and incentive compensation

Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents.
401K plan, Life insurance, and short & long-term disability coverage.
One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings.
Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care.
Flexible time off, Work-from-Anywhere weeks, paid parental leave, and sabbatical with company tenure.
Client and Prospective Client Coverage

This listing is sourced directly from BBR Partners's careers page and normalized into a canonical job model.