The Research Analyst will assist the GLASfunds Research Team in the sourcing, due diligence and monitoring of third-party managed strategies across private capital, hedge funds and tax-aware solutions. Additional responsibilities will include client and prospect support, fund onboarding, content generation and ad-hoc analytical projects.
Responsibilities and Duties:
- Assist in all aspects of the research process of potential additions to the GLASfunds platform including sourcing, initial evaluation, manager calls / onsite visits, quantitative and qualitative due diligence, reference checks and drafting reports and other communications.
- Contribute to the coverage and communication of performance and material updates of existing strategies on the GLASfunds Platform primarily through the completion of quarterly and annual reports.
- Participate in client and prospect calls / visits to provide expertise on various investment strategies on an as needed basis.
- Provide expertise and assistance to other GLASfunds colleagues on an as needed basis.
- Contribute to thought leadership through content generation
- Commit to continuous self-improvement and learning through various avenues such as the pursuit of certifications or charters, advanced degrees, conferences, online courses or other platforms.
Requirements:
- Bachelor's degree
- 0-3 years experience in investment analysis role
- Effective communicator across all forms of channels
- Efficient use of technology tools including AI to enhance workflow efficiency
Preferred Qualifications:
- Progress towards certification such as CFA or CAIA
- Private capital and/or hedge fund experience
Benefits:
- Competitive salary commensurate with experience
- Benefits including healthcare (medical, dental & vision insurance), retirement plan and other fringe benefits
About GLASfunds:
GLASfunds is a global alternative investment platform offering streamlined and efficient access to institutional level private capital and hedge funds. Founded in 2008, GLASfunds has been a pioneer in offering alternative investment access to financial advisors and their high-net-worth clients. We aim to give advisors the tools, expertise, and support they need to deliver institutional private market portfolios with an unrivaled client experience.
