Research Associate (Remote)

The Role: Research Associate

Location: Remote


Our Clients Group was founded in 1990 on the premise that rigorous fundamental research and disciplined investing will drive superior investment returns. Today, the Firm has more than $20 billion in AUM across multiple strategies utilizing a team-based approach and centralized research effort. Our client’s more than 130 employees possess diversity of thought, experiences and backgrounds and share a commitment to their Core Principles (see below for more details). Their employees thrive in a collaborative environment that empowers them to apply curiosity, creativity and continuous improvement in pursuit of differentiated excellence for our clients. The work location for this position is flexible and can be based remotely or at one of the Firm’s offices.


The Research Associate supports investment professionals on the Research team. Reporting to the Director of Research, the Associate summarizes, analyzes and updates information on public companies being considered for investment. Assignments are directed by one or more Analysts on the Research team. The ideal candidate is an intrinsically motivated team player who sets high expectations for him/herself and has a passion for analyzing great businesses.


  •  Creating and updating financial models with a focus on accuracy, thoughtfulness and consistent formatting

  •  Helping with the analysis of industry structures and competitive dynamics, including creating comp tables on peers

  •  Quarterly earnings spreadsheet updates and email summaries

  •  Writing notes and summaries of earnings updates and other

    communications from company management

  •  Collecting and organizing KPIs to inform the investment analysis

  •  Data analysis, including screening work with Factset, CapitalIQ or

    Bloomberg, consolidating and tracking industry and census data, and maintenance of watch lists


 A minimum of four years of related experience and a bachelor’s degree are required. Recommended to have 2 years experience in public equities. Track record of regularly creating and updating a high volume of complex financial models

  •  Strong accounting, financial and industry-level competitive strategy analysis skills

  •  Excellent written and verbal communication skills

  •  Self-starter and ability to work independently

  •  Track record of effectively managing multiple priority assignments

  •  Highest degree of integrity, professionalism and confidentiality

  •  Fit with the Company’s Core Principles (below)



  • Originality: We generate our own ideas and never deploy common practice without skepticism. We strive to avoid the herd.

  • Innate Curiosity: There are no dumb questions. We challenge universally accepted beliefs and seek new angles of understanding.

  • Charity: We recognize our good fortune and give back to society in meaningful and thoughtful ways.

  • Continuous Improvement: We always strive to improve our performance and measure ourselves absolutely, not relatively.

  • Humility: We seek no acclaim individually or as a Firm other than earning the gratitude of our clients.

  • Teamwork: We trust our colleagues and communicate with transparency and respect. Ours is a culture of giving credit, not seeking credit.

Reports To

Director of Research

Location / Remote



No regular travel aside from 3 annual firm gatherings in NYC and possible travel to NYC for onboarding

Contractor or Direct Hire: Direct Hire

FT / PT: PT – 20 hrs/wk