Investment Research Analyst

Title: Investment Research Analyst

Office Status: Hybrid – New York, NY

Base Salary: Competitive base + discretionary bonus

Our client is a leading, multi-strategy investment platform with a strong presence in public and private markets. They are looking to add a junior-to-mid level Research Analyst to support senior investors through deep fundamental analysis and rigorous financial modeling. This is a high-exposure role suited for candidates coming from investment banking, restructuring, or investing backgrounds who want direct involvement in idea generation and portfolio decision-making.

• Perform in-depth fundamental analysis on public and private companies across multiple sectors.
• Build and maintain detailed three-statement financial models, valuation frameworks, and scenario analyses.
• Evaluate industry dynamics, competitive positioning, and company-specific risk factors.
• Support senior investment professionals with research inputs tied to new and existing positions.
• Assist in the development of investment theses, downside analysis, and catalysts.
• Prepare concise research write-ups, internal memos, and presentation materials for investment discussions.
• Monitor portfolio holdings and update financials based on earnings, events, and market developments.
• Collaborate with team members in a fast-paced, performance-oriented investment environment.