Investment Analyst

About This Role

An Investment Analyst supports Pitcairn's investment research and due diligence, helping to build, analyze, and maintain client portfolio strategies across various asset classes. This generalist position offers exposure to public equity, fixed income, real assets, hedge funds, and private markets, fostering a comprehensive understanding of how these components integrate. The role involves navigating the mechanics of daily liquid funds, semi-liquid structures, and traditional drawdown private funds.

Responsibilities

• Support due diligence and manager research across asset classes, including background work, performance and risk analysis, and drafting investment memos
• Help maintain coverage of managers already on the platform, preparing for update calls, tracking changes, and flagging areas for closer review
• Contribute to investment analyses, educational pieces, and presentations for the Family Office Group, clients, and prospects
• Assist with asset allocation modeling and portfolio analytics that inform client and prospect recommendations, including Capital Market Assumptions, Strategic Asset Allocation targets, and the optimizations of scenario and sensitivity analysis
• Maintain Pitcairn's investment data and research management system current across technology platforms, including manager communications, materials, and performance data

Requirements

• Bachelor's degree in business, finance, economics, or a related quantitative field
• Two to four years in an investment or investment-adjacent role: investment management, due diligence, research, performance reporting, asset allocation, or investment consulting
• Working familiarity with at least one of the following: public equity, fixed income, hedge funds, private equity or private credit, or real assets
• Exposure to asset allocation or portfolio construction frameworks and the math beneath them: mean-variance optimization and the efficient frontier, risk and return contribution, correlation and covariance estimation, and their practical limits
• Advanced Excel required

Nice to have:

• PowerPoint skills highly desired
• Familiarity with institutional research and technology platforms such as Morningstar, PitchBook, Venn, Tamarac, Backstop Solutions, and CENTRL
• Experience with AI tools, SQL, or Python

Certifications

• An interest in pursuing the CFA or CAIA designation

Important Details

• Desirable Attributes: Intellectual curiosity, including a willingness to follow a question past the first answer; strong analytical skills and attention to detail, with the organization to keep several workstreams moving at once and accountability for your own work; clear writing and comfortable verbal communication, since much of the role involves explaining findings to colleagues and clients who were not part of the underlying work; ability to work independently and as a member of a team, and to self-manage in an environment spread across multiple locations