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Investment Research Analyst

2 months ago

Waltham, Massachusetts, United States Ballentine Partners, LLC Full time
Job Overview

Ballentine Partners, LLC is a prominent independent wealth management firm, dedicated to guiding our client families in navigating their intricate financial landscapes. We prioritize a balanced work-life environment, fostering a supportive and collaborative team culture.

Position Summary

We are seeking a motivated Research Associate to enhance our Investments team. This role involves identifying investment opportunities and conducting thorough due diligence across various private market asset classes, including private equity, private credit, and real assets. The successful candidate will play a pivotal role in managing the deal process from inception to completion.

Key Responsibilities
  • Collaborate with the investment team to conduct in-depth research and evaluate private investment opportunities.
  • Assist in sourcing and identifying potential investments in private funds and co-investments.
  • Maintain and nurture existing partner relationships.
  • Support all phases of the investment process, including due diligence and preparation of materials for investment committee presentations.
  • Work alongside legal, accounting, and fund administration teams to facilitate transactions and manage the investment portfolio.
  • Encourage a culture of teamwork and cross-functional collaboration to enhance the investment platform.
  • Perform additional duties as required.
Candidate Profile

The ideal candidate will possess the following attributes:

  • A strong sense of curiosity and initiative in expanding knowledge.
  • Ability to independently research solutions before seeking guidance.
  • Excellent interpersonal and communication skills, with proficiency in presentations.
  • Comfortable engaging with senior stakeholders and sophisticated clients.
  • Analytical mindset with a focus on data-driven decision-making.
  • Proficient in mathematics and Excel modeling.
  • Proactive in identifying potential issues and suggesting improvements.
  • Capable of working both independently and collaboratively within a diverse team.
  • Highly organized with meticulous attention to detail.
  • Strong verbal and written communication skills.
  • Positive interpersonal skills and a collegial attitude.
  • High standards of professionalism, judgment, and discretion.
Qualifications

A Bachelor's Degree is required, with a Master's Degree and/or CFA designation being advantageous. A minimum of 2 years of relevant experience is preferred, with additional experience in credit and/or real assets considered a plus.

Benefits

Ballentine Partners offers a comprehensive benefits package, including fully covered dental, vision, short-term and long-term disability, and life insurance, along with shared costs for medical insurance. Our extensive time-off benefits include vacation, unlimited personal sick leave, paid family sick leave, parental leave, sabbaticals, and community service time. We also provide a corporate matching program and support for certifications and continuing education.

Our culture emphasizes collaboration and mutual support, fostering growth for both the business and our team members.