Seeking the extraordinaryTM! We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do.
With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in their lives. In our highly collaborative culture, a focus on purpose, connection, lifelong learning, diversity and inclusion, sustainability, and leadership development is core to our collective success. We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients. Across our hybrid working environment, we put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people and offering a culture where the needs of our employees and clients come first. We are united by our commitment to teamwork, collaboration, doing meaningful work, and having fun together, as well as fostering an environment where each person can thrive as part of a broader community.
Join The Colony Group in making your everyday extraordinary!
The Colony Group seeks a motivated and qualified individual for the position of Research Analyst. The
Institutional Advisory Practice manages global, multi-manager portfolios for
non-profit organizations and families. As a Research Analyst, you will be part
of an investment team responsible for sourcing, evaluating, and monitoring
investment managers as well as performing research that supports our investment
and client communication efforts. The position will require analysis of a wide
array of investment strategies across asset classes and geographies.
Primary responsibilities for this position include:
- Source
and perform due diligence on investment managers across asset classes
- Research
emerging areas of investment opportunity as well as initiatives that will
inform our investment thinking and client communications
- Construct
and enhance qualitative and quantitative manager analysis reports
- Utilize analytical platforms to monitor
portfolio exposures, characteristics, stress-test scenarios, and assess
potential risks and opportunities within portfolios
- Conduct portfolio analysis across asset classes
to assess performance, monitor risks, and identify optimization
opportunities
- Maintain a database of investment managers and
strategies and ensure seamless data integration across sources to enhance
portfolio analytics.
- Streamline analytics workflows through
automation
- Compose formal research reports and quarterly
manager research updates
- Effectively
communicate one’s analysis to the team verbally and in writing
- Prepare
materials to support our marketing efforts
Qualifications:
- A
bachelor’s degree
- 2 years+ of investment research experience (e.g., at an E&F, OCIO,
or similar investment office) conducting due diligence on actively managed
strategies
- Aptitude
in Microsoft Office suite as well as a variety of financial and
performance databases (e.g. Bloomberg, Morningstar, FactSet, etc.)
- Experience
in coding a major plus
- Knowledge
of qualitative and quantitative investment concepts
- Strong
communication skills, both verbal & written
- Exceptional
organizational skills and attention to detail
*This is an Exempt position
$105-110k
