Description

Investment Research & Portfolio Support

• Conduct research and due diligence on alternative investments, ETFs, mutual funds, and public market strategies
• Support portfolio construction, asset allocation, and manager selection
• Monitor investments and maintain organized research documentation
• Attend investment calls and write internal and external communications based on AI summaries
• Help update the Regatta Monthly Resource Guide and Real Estate Fact Sheets
• Maintain our Venture Capital Fund I master data table and conduct periodic due diligence on current and proposed portfolio companies
• As the analyst progresses, they will become involved with real estate distribution reconciliations and annual valuations

Market Commentary & Investment Communication

• Contribute to written market and economic commentary
• Assist in preparing client presentations, portfolio reports, and investment updates
• Participate in internal investment committee discussions

Client Interaction

• Attend select client meetings with advisors and investment leadership
• Help explain portfolio positioning and investment strategy to clients

Investment Data & Systems

• Maintain and improve investment research databases and documentation
• Help develop better workflows for data management and research processes

Requirements

Must have

• CFA Level II or higher; CFA charterholder preferred
• MBA or strong academic background in finance, economics, mathematics, or a related field
• 1–10 years of experience in investment research, asset management, institutional investing, or wealth management
• Strong analytical, quantitative, and written communication skills
• Highly organized, detail-oriented, and comfortable working across multiple projects
• Genuinely collaborative — this is a small team where everyone's contribution is visible
  

Nice to have

• Experience with alternative investments or manager due diligence
• Data management or investment systems expertise
• Curiosity about AI tools, automation, or systems integration in the investment process