AndCo, an independent, SEC registered, institutional investment consulting firm, is looking to grow our research department. Our firm is guided by the mission of putting clients first. We offer a dynamic environment and emphasize integrity and respect in everything we do.
We are seeking intellectually curious, high performing Senior Research Analysts to join our growing team in Winter Park. Qualified candidates must possess relevant experience across one or more of the asset classes and categories listed below.
Relevant asset class and category experience
Duties and job responsibilities
Source, evaluate, and recommend investment managers
Conduct extensive qualitative and quantitative due diligence on these investment managers
Communicate your conclusions to colleagues and clients in both written and oral formats
Identify investment opportunities and pitfalls in a timely fashion
Maintain required documentation on assigned managers in our proprietary database
Assist with client service and support as needed
Provide analysis and insight for prospect portfolios
Attend and present at conferences
Participate and execute special projects as requested
Superior analytical abilities and attention to detail
Strong communication skills
High personal integrity
Time management and organizational skills
Ability to manage multiple projects and meet deadlines
BS in Finance, Economics, Accounting or a related field
Masters, CFA, or CAIA designations preferred
At least five years of relevant work experience
Work well in a team environment
High proficiency using Microsoft Office.
High proficiency using various third-party software and databases.
The position is home office-based in Winter Park, Florida.
About AndCo Consulting
AndCo Consulting is an independent, SEC registered institutional investment consulting firm. We serve as a fiduciary to each of our clients, without exception or caveat, while assisting and guiding them in making important investment and plan design decisions.