What are the responsibilities and job description for the Analyst, Investment Research position at Pathstone?
Company Description: Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, 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, cataloging new investment ideas and manager interactions, developing quantitative and qualitative evaluations of investment opportunities, and analyzing proprietary data sets 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 client advisors and their teams by responding to requests for information and analysis on current and prospective fund investments.
Who We’re Looking For / Qualifications:
- You are a current undergraduate student on track to complete your bachelor’s degree by the end of 2025, or a graduate with 0-3 years of experience in finance, consulting, economics, or a related field.
- 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 firm great: collaboration, excellence, good judgement, initiative, innovation, integrity, and leadership.
- You are willing to travel to other offices or cities both to support client advisors and diligence investment opportunities.
Visa Sponsorship:
Please note, we are unable to provide visa sponsorship for the position offered. 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.
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