Research Analyst

The Research Analyst will assist the GLASfunds Research Team in the sourcing, due diligence and monitoring of third-party managed strategies across private capital, hedge funds and tax-aware solutions. Additional responsibilities will include client and prospect support, fund onboarding, content generation and ad-hoc analytical projects.

Responsibilities and Duties:

• Assist in all aspects of the research process of potential additions to the GLASfunds platform including sourcing, initial evaluation, manager calls / onsite visits, quantitative and qualitative due diligence, reference checks and drafting reports and other communications.


• Contribute to the coverage and communication of performance and material updates of existing strategies on the GLASfunds Platform primarily through the completion of quarterly and annual reports.


• Participate in client and prospect calls / visits to provide expertise on various investment strategies on an as needed basis.


• Provide expertise and assistance to other GLASfunds colleagues on an as needed basis.


• Contribute to thought leadership through content generation


• Commit to continuous self-improvement and learning through various avenues such as the pursuit of certifications or charters, advanced degrees, conferences, online courses or other platforms.

Requirements:

• Bachelor's degree


• 0-3 years experience in investment analysis role


• Effective communicator across all forms of channels


• Efficient use of technology tools including AI to enhance workflow efficiency

Preferred Qualifications:

• Progress towards certification such as CFA or CAIA


• Private capital and/or hedge fund experience

Benefits:

• Competitive salary commensurate with experience


• Benefits including healthcare (medical, dental & vision insurance), retirement plan and other fringe benefits

About GLASfunds:

GLASfunds is a global alternative investment platform offering streamlined and efficient access to institutional level private capital and hedge funds. Founded in 2008, GLASfunds has been a pioneer in offering alternative investment access to financial advisors and their high-net-worth clients. We aim to give advisors the tools, expertise, and support they need to deliver institutional private market portfolios with an unrivaled client experience.