Senior 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, 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.

Role Overview:

This Senior Investment Research Analyst position is within Pathstone’s Chief Investment Office. The Chief Investment Office partners with the broader investment research team and advisory teams to deliver investment advice at scale across a variety of different client needs and customizations. The position is an excellent opportunity to play a key role in shaping portfolio construction and ensuring Pathstone’s research is effectively reflected in client portfolios. This role goes beyond analysis—you will take ownership of projects and work closely with Client Advisors and the broader research team to communicate insights across the firm and to clients.

Key Responsibilities:

• Build strong relationships across Pathstone’s national advisory community and broader investment research team.
• Communicate investment insights and strategic decisions in a way that drives adoption and enhances advisor and client experience.
• Prepare thematic presentations and develop proprietary materials for internal teams and client-facing meetings.
• Respond to advisor requests for analysis on investment, strategy, and portfolio construction topics, supporting key meetings and prospect pitches.
• Conduct quantitative and qualitative evaluations of investment opportunities across public and private markets, including analyzing proprietary datasets, identifying trends and risks, and contributing to portfolio construction initiatives.

Qualifications:

• Bachelor's degree is required.
• 2–5 years of experience in finance, consulting, economics, or a related field, with a preference for public markets experience in manager research or client advisory.
• Excellent organizational skills with the ability to balance time-sensitive priorities while maintaining attention to detail.
• Exceptional oral and written communication skills, including the ability to distill complex investment concepts into clear, actionable insights for diverse audiences—internal teams, advisors, and clients.
• Intellectually curious, proactive self-starter who thrives in a fast-paced, dynamic environment—able to anticipate issues, solve problems independently, and take initiative without waiting for direction.
• Strong interest in developing deep knowledge of financial markets and investment research, and a proven ability to work collaboratively as a team player.
• Willingness to travel to other offices or cities to support Client Advisors and the broader team.
• Value and model the attributes that make our firm great: collaboration, excellence, good judgment, initiative, innovation, integrity, and leadership.

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.