
Investment Associate Full-Time - Summer 2026
- Jersey City, NJ
- Permanent
- Full-time
- Grit
- Intellectual Curiosity
- Mental Flexibility
- Decisive Risk-Taking
- Focus
- Develop and maintain robust financial models and valuation analyses, producing insightful reports on companies, industry trends, and investment opportunities.
- Support senior investment professionals in generating alpha by contributing to portfolio management decisions, enhancing portfolio construction strategies, conducting in-depth research, and navigating complex digital trading environments.
- Prepare high-quality investment materials, including reports, recommendations, and presentations, to inform and support strategic investment decisions.
- Leverage advanced digital tools and collaborate with data teams to drive innovation, streamline processes, and uncover differentiated, sustainable investment insights.
- Engage in continuous professional development through formal and informal training programs to deepen expertise as an investment professional.
- Conduct comprehensive company and sector research, with a focus on specific asset classes, to support investment theses and portfolio positioning.
- Foster strong cross-functional relationships within the broader investment team to enhance collaboration and knowledge sharing.
- Bachelor’s degree; an advanced degree is viewed as a plus
- Outstanding academic background and excellent attention to detail
- Passion for investing
- Superior analytical skills, both quantitative and qualitative
- Resourcefulness, team-orientation, enthusiasm, and an entrepreneurial spirit
- Strong written and verbal communication skills
- Principles-Based - We empower our leaders to create an environment of trust
- Performance-Oriented - We believe in meritocracy – we reward performance
- Purpose-Driven – We always put the best interests of our clients first