Associate Investment Research Analyst

Harrison Gray Search has partnered with a prominent Boston-based multi-family office and investment advisory firm.

Job Description

The Associate role reports to the Managing Director of Investment Research and works in conjunction with the Portfolio Advisory and Family Office Management groups. The successful candidate will have some knowledge of financial markets and third-party managers, including traditional and alternative investments, as well as programming and database management experience.

Primary Responsibilities

The responsibilities are equally split, focusing on core investment research and crucial engineering / automation tasks.

Investment Research (~50%)

• Maintain, update, and QA the research and manager databases, ensuring completeness, timeliness, and integrity of documents and data.
• Source, screen, and monitor third-party managers / funds across traditional and alternative strategies (SMAs, mutual funds, ETFs, LPs).
• Support thematic research aligned with the firm's macro views; draft concise research notes and contribute to Due Diligence Memoranda.
• Participate in weekly research meetings; assist Portfolio Advisory with portfolio analysis and client-facing materials.

Engineering, Data & Automation (~50%)

Qualifications