Investment Research Associate
Application Deadline: Open Until Filled
General Statement of Duties
The Investment Research Associate will work with senior officers to develop investment strategies and portfolio construction.
Essential Duties and Responsibilities
1. Analyze investment transactions, identify risks and provide benchmarks
2. Review existing portfolios and strategies, and participate in review of performance
3. Maintain proprietary models and risk & data management systems
4. Provide analytical support at manager level, asset class level, manager contribution to total portfolio
5. Present research activities and key findings at internal investment team meetings
6. Ability to provide guidance and advice on quantitative models and analytical methods
7. Ability to interpret data and draw practical implications
8. Support senior officers in broader portfolio through a demonstrated ability to work across asset class lines
Qualifications
1. One to four years of post-MBA investment, financial services or accounting experience
2. MBA; CFA a plus
3. Strong writing, research, technical and analytical skills, especially investment statistics
4. Ability to communicate complex subjects to non-technical audiences
5. Outstanding written and oral communication skills
To Apply
Send resume (in Word or PDF format) with salary history and cover letter describing your interest and qualifications to jobs@helmsleytrust.org. Include “Investment Research Associate” in the subject line. Only those selected for an interview will be contacted.