Research Analyst – Portfolio Administrator
Boutique high-end fund seeks Research Analyst – Portfolio Administrator to work as part of small team responsible for Global Equities Research and Portfolio Administration. The role is a hybrid position that combines fundamental company research with portfolio administration and reporting.
This is a direct hire full time position with a firm that offers a very professional work environment, great work life balance, and competitive compensation.
This would be a great match for an early-career professional with a strong finance/accounting background (portfolio accounting, fund accounting,…) who wants to work for a boutique investment fund focused on equities/global equities. This is a very supportive, collaborative work environment with opportunities for growth.
In summary, you will support the firm’s investment and operations efforts, with a focus on the international equity strategies. as part of a small, tight knit team.
The ideal candidate enjoys a dynamic, in-office environment and the camaraderie of working with a small team.
In summary, you will:
A. Research
• Conduct fundamental company analysis
• Monitor and communicate company and market news
• Participate in company management conference calls; attend company meetings and industry conferences
• Support Portfolio Manager’s company research, trading, and client servicing activities
B. Portfolio Administration and Support
• Serve as backup for portfolio accounting and reconciliation
• Monitor client portfolios
• Assist in the preparation of client reporting
Requirements include:
• Completed college degree, Economics, Finance, Math or other related quantitative course of study preferred
• 0 to 2 years of relevant experience; recent graduates are eligible to apply
• Strong quantitative skills and proficiency with Excel; comfortable working with financial information and AI tools
• Demonstrably interested in global markets
• Extremely organized and meticulous, with an accountant’s mindset
• A team player with a can-do attitude
• Personality traits: intellectually curious; honest, ethical, and trustworthy; self-motivated, patient, and persistent; adaptable and willing to take on a variety of responsibilities
• Clear and effective written and verbal communication skills
• This is a 5 day per week onsite role based in the Stamford Connecticut area
