Analyst, Research

Company Description:

Pathstone is an independently operated partner-owned advisory firm, offering families, family offices, and select nonprofit institutions comprehensive family office services and customized investment advice. We seek to make a difference in the lives of our clients and their families and offer a holistic and clear path for professional and personal growth.

Pathstone has 14 locations around the country but operates as one office and one team. Applicants should be individuals who thrive on collaboration and are eager to work with a growing and diverse team.

Our team members are encouraged to pursue their passions by serving on a variety of committees within the firm covering a variety of interesting topics. We also offer LinkedIn Learning s to our team members for opportunities for personal and professional enrichment. Our talented people are our greatest asset; therefore, we offer a competitive, comprehensive and flexible benefits program that helps meet the challenging needs of our employees 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.

With professionals having decades of experience, we employ an advocacy-focused model that empowers our clients to define and achieve their unique long-term goals and support their legacy. The firm has a long history of providing integrated family office services and a long-respected internal third-party manager research and due diligence process, and leadership in sustainable and impact investing.

Qualifications:

Successful candidates for this role will be passionate about their work, detail oriented, problem solvers, and team players. At the same time, they should enjoy learning and growing and be motivated to take on new challenges. Pathstone places a high emphasis on company culture and is looking for candidates who thrive in a research-intensive work environment and are excited about the opportunity to learn.

- Bachelor’s degree necessary. 1-3 years’ experience in an investment manager due diligence or related role preferred.

- Progress towards CFA or CAIA designation preferred

- Strong understanding of private investment markets

- Detail oriented and organized

- Ability to prioritize tasks and create structure in the face of competing demands while completing tasks on time

- Strong analytical, quantitative and problem solving skills;

- Excellent verbal and written communication skills

- Team player

- Experience with Salesforce preferred

Job Description:

The investment research analyst will work in Pathstone’s investment research team. The team is charged with evaluating and recommending global asset allocation shifts and identifying and monitoring top performing investment managers across assets and geographies for the firm’s clients. The analyst will primarily be focused on the evaluation of investment opportunities in the private markets assets. This will include private equity, private real estate, private credit as well as investments suitable for clients seeking environmental, social, and governance (ESG) impact profiles. The Analyst will report to the Director of Private Markets and will support other senior team members. Successful candidates will be passionate about investing, detail oriented, team players, self-starters, have strong problems solving skills, and strong writing skills.

Job Responsibilities:

- Support ongoing monitoring and due diligence for the firm’s approved

investments, including review of manager data and letters, conference call note taking, and document review

- Manage a database of potential investment opportunities, review peer universes and conduct analyses to better understand potential opportunities

- Attend and host due diligence meetings and calls with investment managers

- Write investment memos in support of recommendations to the Private Markets Investment Committee

- Provide analysis and support for the ongoing management of the firm’s private markets fund of funds series

- Travel to investment managers offices across the country and selective international cities (travel expected 1x per month as health and safety allows)

- Respond to ad hoc client and advisor inquiries as they relate to coverage areas directly or in concert with other research contributors on the team

- Other ad hoc projects

Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.