Associate, Investment Research

5 days ago

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BBR Partners

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BBR grows & preserves wealth by designing customized investment programs for a select group of individuals and families.

Multi-Family Office

51 - 200

Description

•Conduct manager and investment due diligence for high-net-worth clients •Work collaboratively with the Investment Research team to source, diligence, and implement investment strategies for clients •Act as the main point-of-contact within the Investment Research for specific strategies •Execute searches and perform initial due diligence on various investment strategies •Perform ongoing due diligence on investment manager portfolios, businesses, and operations •Conduct ad-hoc investment research projects as needed •Collaborate with Client Advisory team to serve clients and recommend adjustments as needed •Participate in client and prospect meetings, explaining our investment approach and educating clients on complex strategies •Assist in providing clients with comprehensive analysis of the market environment •Engage in business development by attending networking events and prospective client meetings

Requirements

•0-2 years of demonstrated interest or experience in investment management •Ability to independently source and analyze investment ideas, and utilize relationships to provide additional insight •Intellectual curiosity and strong analytical, quantitative, and critical reasoning skills •Attention to detail, and ability to juggle multiple tasks, respond to changing priorities, and meet deadlines •Strong knowledge in investment management concepts and theory particularly relating to asset allocation, portfolio construction and strategy selection •Base-level understanding of business, legal, and accounting issues involved in the evaluation of investments •Superior written and verbal communication skills and fluency with Excel, Bloomberg, and other essential computer programs/data systems •Proven track record of excellence in working within a team and preferably managing and mentoring others •High ethical and professional standards

Benefits

•Opportunity to work with and learn from accomplished colleagues in an entrepreneurial and fast paced environment •Competitive base salary, bonus, and incentive compensation over time •Company subsidized health insurance for employee, partner, and dependents •Life insurance, short-term & long-term disability coverage •401K plan, pre-tax transit and parking program and flexible spending programs for medical and dependent care •Flexible time off and paid parental leave •New office space with a variety of perks and amenities •Hybrid remote work environment, “Work from Anywhere” weeks, casual dress as appropriate