Senior Investment Research Associate

7 days ago

Dallas, Texas, United States Cantor Fitzgerald Full time
Description

Job Title: Senior Investment Research Associate

Location: Dallas, TX (100 Crescent Court) - Hybrid 4 days in the office, 1 day virtual

Firm Overview:

Cantor Fitzgerald Asset Management is a division of Cantor Fitzgerald, L.P., a global leader in financial services. The Core & Growth Strategies team delivers asset management solutions across publicly traded global and U.S. equities as well as fixed income securities. Headquartered in Dallas, the team is comprised of 16 professionals. For more information, please visit 

Responsibilities:

We are seeking a highly motivated and intellectually curious Senior Investment Research Associate to join our Investment Management team. This role focuses on conducting fundamental research as a generalist across equity and debt securities, with near-term potential to assume sector coverage and opportunities to collaborate with our Quantitative Research team. This position offers a career path toward becoming a Portfolio Manager.

Key Responsibilities:

  • Conduct fundamental research on U.S. and international securities, including analysis of growth drivers, earnings quality, and valuation.
  • Evaluate company-specific events, industry trends, and broader market developments for potential impact on portfolio holdings.
  • Synthesize research findings and present analysis and recommendations to the investment team in both written and verbal form.
  • Actively participate in portfolio review discussions as a member of the investment team.
  • Contribute to client reporting communications and participate in client meetings.
  • Collaborate with the Quantitative Research team on multi-disciplinary approaches to security evaluation.
  • Leverage internally developed AI tools to enhance research efficiency and accuracy.

Minimum Qualifications:

  • Strong academic background in Finance, Accounting, Economics, or Business/Data Analytics.
  • Pursuing CFA designation (completion of Level I preferred) or CPA license.
  • 2–5 years of relevant professional experience, such as equity research, investment banking, Big 4 accounting, or other related field.
  • Strong analytical, quantitative, and problem-solving skills.
  • Excellent written and verbal communication abilities.

  • Proven ability to work well on teams, self-motivated, showing initiative and embracing an environment of continuous learning.

  • High proficiency in Excel; working knowledge of PowerPoint
  • Experience with SQL, Python, R, or other quantitative analysis tools.
  • Familiarity with Bloomberg, Eikon, or comparable third-party financial platforms.
  • Bachelor's degree in Finance, Accounting, Economics, or Business/Data Analytics.

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