Associate Investment Research Analyst
Harrison Gray Search & ConsultingBoston, MA, US2 days ago
Job type
- Full-time
Job descriptionBuild research tools, including scripts, notebooks, and lightweight apps that automate data intake, validation, transformation, and reporting. Create reusable models and analytics, including screeners, factor / peer comps, performance / attribution and risk dashboards with clear documentation and an easy UI. Systematize processes and codify recurring workflows (intake to diligence to approval to monitoring) and reduce manual steps via automation. Produce dashboards and templates for investment memos, DD checklists, KPI trackers, and monitoring reports. 1-3 years of experience in investment research, manager due diligence, data analytics, or a related role (buy-side, allocator, consultant, data / research engineering). Strong coding ability in Python, or similar, and SQL or comparable database management skills. Proficiency in Excel (advanced formulas; Power Query or VBA a plus). Experience building simple tools / dashboards (e.g., Power BI / Tableau or Python-based). Familiarity with APIs, CSV / XLSX / PDF ingestion, and basic data QA / validation practices. Solid grasp of investment concepts (returns, risk, factor exposures, benchmark construction, fees, share classes, liquidity terms), or willingness to take the time to learn. Detail-orientation, strong organization, and the ability to own projects end-to-end. Ability to write and present technical topics in a clear and effective manner. Exposure to alternative investments and investment diligence a plus, but not required. Experience with Bloomberg, FactSet, or CapIQ a plus, but not required. Basic systems architecture and cloud literacy a plus, but not required. Progress or interest toward CFA or CAIA.
Job Description
Job Description
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
Create a job alert for this search
Investment Analyst • Boston, MA, US
Related jobs
Voleon is a technology company that applies state-of-the-art AI and machine learning techniques to real-world problems in finance.
For nearly two decades, we have led our industry and worked at the ...Show moreLast updated: 8 days ago
RTX BBN, a noted high-tech research & development company, seeks a creative, organized, people-centered candidate to fill the role of Associate Director, Research in our Physical Sciences & Systems...Show moreLast updated: 30+ days ago
When you join the growing BILH team, you're not just taking a job, you're making a difference in people's lives.Reporting to the Associate Director, Sponsored Programs Contracting Office (SPC), the...Show moreLast updated: 19 hours ago
Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and Sarasota.
We specialize in equity and fixed income portfolio managem...Show moreLast updated: 1 day ago
Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and Sarasota.
We specialize in equity and fixed income portfolio managem...Show moreLast updated: 7 days ago
Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide.Our client families ...Show moreLast updated: 16 days ago
Boston-based multi-family office and investment advisory firm.The firm advises on approximately.The Director role's primary focus is to lead.
This role is also engaged with liquid, private, and dire...Show moreLast updated: 1 day ago Boston-based multi-family office and investment advisory firm.The firm advises on approximately.The Director role's primary focus is to lead.
This role is also engaged with liquid, private, and ...Show moreLast updated: 6 days ago 
JOB DESCRIPTION : The Alzheimer’s Disease (AD) Research Group in the Pathology Department at Boston University Chobanian & Avedisian School of Medicine is seeking applicants for a research speci...Show moreLast updated: 1 day ago
BIO (pronounced “storm bio”) is a VC-backed biotech startup building a new kind of gene therapy delivery platform based on naturally occurring extracellular vesicles (EVs).We're lev...Show moreLast updated: 30+ days ago
Duration : 12 months Contract (Possible extension based on work performance).Location : Cambridge, MA Onsite position.Work Schedule : Regular business hours.
This position will be part of the Translati...Show moreLast updated: 30+ days ago
Harrison Gray Search has partnered with a prominent Boston-based multi-family office and investment advisory firm.The Associate role reports to the Managing Director of Investment Research and work...Show moreLast updated: 2 days ago
Venture Capital Investment Associate.Contributes to and supports aspects of venture capital investing including market, competitor and technology landscaping, IP landscaping, detailed financial mod...Show moreLast updated: 19 hours ago
Our focused Equity group is looking to hire an experienced Fundamental Equity Research Analyst to join the team in support of their Quality strategy.
The Quality strategy seeks to invest conservativ...Show moreLast updated: 4 days ago
Associate Director - Research, Defense Industrial Base Initiative page is loaded## Associate Director - Research, Defense Industrial Base Initiativelocations : Boston, MA (Main Campus)time type : ...Show moreLast updated: 8 days ago
As a rapidly growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced entrepreneurial environment.
Client Portfolio Management (Primary Focus) : .The Senior Inves...Show moreLast updated: 30+ days ago
Join a fast-growing company that's transforming the industry!.Financial Recovery Technologies (FRT) is a technology-based services firm that helps institutional investors identify, file claims,...Show moreLast updated: 10 days ago
JOB DESCRIPTION : The Alzheimer’s Disease (AD) Research Group in the Pathology Department at Boston University Chobanian & Avedisian School of Medicine is seeking applicants for a research specialis...Show moreLast updated: 1 day ago
- Promoted
Senior Associate, Client Research
The Voleon GroupBoston, MA, USFull-time
- Promoted
Associate Research Director
RaytheonCambridge, MA, USFull-time
- Promoted
- New!
Research Contract Associate
Beth Israel Lahey HealthBoston, MA, USFull-time
- Promoted
Regional Associate
Massachusetts StaffingBoston, MA, USFull-time
- Promoted
Regional Associate
Aristotle Capital Management, LLCBoston, MA, United StatesFull-time
Research Associate - Impact and Privates
Ballentine PartnersWaltham, Massachusetts, United States, 02451Full-time
- Promoted
Director of Investment Research
Harrison Gray SearchBoston, MA, United StatesFull-time
- Promoted
Director of Investment Research
Harrison Gray Search & ConsultingBoston, MA, USFull-time
- Promoted
Research Associate
JobLookupBoston, Massachusetts, USFull-time
- Promoted
Research Associate
STRM.BIOCambridge, MA, USFull-time
Research Associate
Sunrise SystemsCambridge, Massachusetts, United StatesTemporary
Quick Apply
- Promoted
Associate Investment Research Analyst
Harrison Gray Search and Consulting LLCBoston, MA, United StatesFull-time
- Promoted
- New!
Investment Associate (1769)
Boston StaffingBoston, MA, USFull-time
- Promoted
Equity Research Analyst
The Ceres GroupBoston, MA, United StatesFull-time
- Promoted
Associate Director - Research, Defense Industrial Base Initiative
Northeastern UniversityBoston, MA, United StatesFull-time
- Promoted
Senior Investment Associate
Partners CapitalBoston, MA, United StatesFull-time
- Promoted
Associate Analyst, Case Research
Financial Recovery TechnologiesMedford, MA, USFull-time
- Promoted
Research Associate
Department of Pathology, Boston University School of MedicineBoston, MA, USFull-time