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Investment Analysts conduct investment and capital markets research, evaluate asset allocation, spending, performance, and investment manager portfolios, and support client requests. They serve 10 to 15 clients, prepare presentations and reports, communicate investment recommendations, and collaborate with Investment Directors and other analysts. The four-year program provides training, mentorship, client exposure, and opportunities to specialize in hedge funds or private investments.

Investment Analysts conduct investment and capital markets research, evaluate asset allocation, spending, performance, and investment manager portfolios, and support client requests. They prepare analyses, exhibits, presentations, and written recommendations while managing relationships with assigned clients. The four-year program provides exposure to asset classes, investment strategies, clients, and investment managers, along with structured training, mentorship, and professional development.

Manage the end-to-end publication process for investment research reports and presentations. Responsibilities include project scheduling, stakeholder coordination, developmental and copy editing, proofreading, data and compliance collaboration, InDesign and PowerPoint formatting, report summaries, email campaign support, website posting, archiving, and operational coordination. The role also identifies appropriate AI workflow improvements and responds to publication-related questions.

Leads venture capital manager sourcing, evaluation, underwriting, due diligence, and ongoing monitoring. Produces investment assessments, recommendations, market research, and thought leadership for clients and colleagues. Builds relationships with fund managers, founders, executives, and industry participants; supports private investment, secondary, and co-investment evaluations; represents the firm at industry events; and develops junior team members.

Provides on-site and remote technical support for hardware, software, business applications, operating systems, virtual desktops, mobile devices, and audiovisual systems. Responsibilities include incident resolution, request fulfillment, onboarding, access provisioning, hardware deployment and inventory, meeting support, vendor coordination, and collaboration on IT improvement initiatives across global offices.

Supports Talent Development programs through scheduling, registration, participant record maintenance, surveys, vendor coordination, calendar and file management, shared inbox administration, and logistical troubleshooting. Provides administrative support to Talent Development leadership, maintains accurate systems and records, responds to inquiries, and assists with process updates and technology implementations. The role requires strong organization, communication, customer service, attention to detail, and the ability to manage multiple deadlines.

Leads full-cycle recruiting for Shared Services, technology, and Investment Operations roles. Responsibilities include sourcing, candidate assessment, interview coordination, offer support, stakeholder advising, pipeline development, ATS management, and candidate experience. The Recruiter also provides talent-market insights, supports inclusive hiring, tracks recruiting metrics, and contributes to employer branding, workforce planning, and process improvements.

Investment Directors develop diversified portfolios, establish asset allocation strategies, evaluate investment managers and portfolio performance, and advise institutional and private clients. They conduct investment analysis, prepare recommendations and presentations, manage client relationships, support business development, and mentor analyst and associate team members across endowment, foundation, private client, retirement, insurance, and government practices.

Conduct legal and operational due diligence on hedge fund, private equity, and venture capital managers. Review fund organizational documents, summarize terms and risks, identify key provisions, coordinate with investment due diligence teams, contribute to reports and term negotiations, and prepare white papers and spreadsheets. Participate in manager assessments and meetings while supporting accurate, timely research in a collaborative hybrid environment.

Investment Analysts support investment teams by researching capital markets, evaluating investment managers and portfolio data, analyzing asset allocation, spending, and performance, and preparing client presentations and reports. The four-year program provides exposure to diverse asset classes, clients, and investment strategies, with training, mentorship, and opportunities to pursue professional designations.