Analyst, Investment Research

Company Description: Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20 office locations and more than $100 Billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years.

As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our team members. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families. Pathstone’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.

The Investment Research Analyst position is an excellent opportunity to launch a career in investment management as part of a leading investment firm. This is a 2-year, entry-level position with the potential for high performing analysts to expand and extend their engagement at the firm for an additional 2-3 years in a senior analyst position.

In This Role You Will:

• Act as a key member of the investment team, participating in all aspects of the investment process – including joining meetings with existing and prospective investment managers, developing quantitative and qualitative evaluations of investment opportunities, and analyzing performance data and portfolio characteristics.
• Evaluate the market environment within asset classes (e.g. stocks, bonds, private equity, real estate, energy, and alternatives/absolute return) and collaborate with cross-asset teams.
• Prepare thematic presentations on markets and investment opportunities for internal audiences including the broader Investment Research team and Pathstone’s portfolio managers.
• Support Pathstone’s portfolio managers and their client teams by responding to requests for information and analysis on current and prospective fund investments.
  
  

Qualifications:

• You have a bachelor’s degree.
• You are an intellectually curious problem-solver who is not afraid to ask questions.
• You prioritize operating ethically and professionally, demonstrate a strong sense of integrity, and consistently exercise good judgement.
• You possess a keen interest in developing deep knowledge of financial markets and investment research.
• You operate with a positive and proactive attitude, welcoming and implementing feedback with an open mind.
• You demonstrate strong oral and written communication skills.
• You possess excellent organizational skills and a strong ability to balance time-sensitive priorities while maintaining a high level of attention to detail.
• You value and model the attributes that make our team great: collaboration, excellence, good judgement, initiative, innovation, integrity, and leadership.
  
  

Application Screening Questions:

As a requirement, along with your application, please attach a document containing the answers to the following questions, limiting each answer to 150 words or less.

• What experiences have informed your interest in endowment style investing and investment research? Please explain why you are interested in the Investment Research Analyst role at Pathstone specifically?
• Describe a specific instance or example where you demonstrated an ability to work with people from different backgrounds. What actions did you take in seeking to understand their perspectives, and what were the outcomes? What were your learnings?
• You have an opportunity to do diligence on a niche investment strategy. How would you evaluate it? Please use specific examples of how you would underwrite and present your investment thesis thinking.
• (Optional) Is there anything else we should know about you that may not be evident from your application materials?
  
  

In posing the application screening questions, we are seeking to understand how your personal experiences have informed and reflect your interest and fit for this role. We recognize that AI tools may be helpful in crafting responses to these questions, but we ask that you please refrain from using AI tools (such as ChatGPT) to compose a response that is not authentic to you or impedes our ability to get to know you.

Pay Transparency:

Pathstone’s expected starting base compensation range for the position as of the time of this posting is $75,000 - $90,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for this position. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Pathstone is proud to be an equal opportunity employer.