Investment Research Analyst

3 weeks ago

Philadelphia, United States Dakota Co Full time

Company Overview:

Dakota is a leading innovator in the investment management industry, renowned for our dynamic growth and commitment to excellence. At the heart of our success is Dakota Marketplace, an all-in-one solution that provides investment sales teams with complete and accurate data to help accelerate their fundraising efforts. Located in Philadelphia area, we pride ourselves on a unique culture driven by our Core Values, which are integral to our operations and team dynamics.

We are Seeking:

An experienced and analytical Investment Research Analyst to enhance our team. The Investment Research Analyst will analyze a variety of data sources Dakota has collected as well as external sources to derive insights valuable to our Dakota Marketplace members as well as to identify potential private investment firms and strategies for our fundraising team.

Core Responsibilities:

  • Perform market research and analysis
  • Create industry and investment strategy specific research reports
  • Assist in idea generation, source investment manager relationships through networks, market research and independent analysis
  • Collaborate with senior members of the investment team to identify and evaluate potential investment opportunities
  • Corroborate with sales team with institutional client interactions

Required Qualifications:

  • 5-10 years experience as an investment research analyst across multiple asset classes
  • Investment manager sourcing and diligencing experience
  • Superior verbal and demonstrated written communication skills
  • Demonstrated track record of analyzing data to tell a compelling story
  • Desire to join a smaller team with a yes mentality as it relates to taking on multiple responsibilities
  • Detail oriented and possess strong analytical, due diligence, and problem-solving skills
  • Undergraduate or graduate degree from a leading institution with evidence of strong academic success

Our Core Values:

  • Know Who to Call On
  • Be a Master Messenger
  • Have a KILLER Follow up System
  • Focus on What Matters Most
  • Walk the 8 Feet
  • Don't Go Cowboy

If you resonate with our values and are looking for a role where your skills can make a direct impact, Dakota is your ideal next step. Apply now to join a team that values insight, initiative, and integrity.

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