Senior Analyst, Investment Research

Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being.

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.

Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.

Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.

Role Overview:

This Senior Investment Research Analyst position is within Pathstone’s Chief Investment Office. The Chief Investment Office partners with the broader investment research team and advisory teams to deliver investment advice at scale across a variety of different client needs and customizations. The position is an excellent opportunity to play a key role in shaping portfolio construction and ensuring Pathstone’s research is effectively reflected in client portfolios. This role goes beyond analysis—you will take ownership of projects and work closely with Client Advisors and the broader research team to communicate insights across the firm and to clients.

 

Key Responsibilities:

• Build strong relationships across Pathstone’s national advisory community and broader investment research team.
• Communicate investment insights and strategic decisions in a way that drives adoption and enhances advisor and client experience.
• Prepare thematic presentations and develop proprietary materials for internal teams and client-facing meetings.
• Respond to advisor requests for analysis on investment, strategy, and portfolio construction topics, supporting key meetings and prospect pitches.
• Conduct quantitative and qualitative evaluations of investment opportunities across public and private markets, including analyzing proprietary datasets, identifying trends and risks, and contributing to portfolio construction initiatives.

Qualifications:

• Bachelor's degree is required.
• 2–5 years of experience in finance, consulting, economics, or a related field, with a preference for public markets experience in manager research or client advisory.
• Excellent organizational skills with the ability to balance time-sensitive priorities while maintaining attention to detail.
• Exceptional oral and written communication skills, including the ability to distill complex investment concepts into clear, actionable insights for diverse audiences—internal teams, advisors, and clients.
• Intellectually curious, proactive self-starter who thrives in a fast-paced, dynamic environment—able to anticipate issues, solve problems independently, and take initiative without waiting for direction.
• Strong interest in developing deep knowledge of financial markets and investment research, and a proven ability to work collaboratively as a team player.
• Willingness to travel to other offices or cities to support Client Advisors and the broader team.
• Value and model the attributes that make our firm great: collaboration, excellence, good judgment, initiative, innovation, integrity, and leadership.

Visa Sponsorship:

Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Pathstone is proud to be an equal opportunity employer.

Equal Opportunity Employer
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