Due Diligence/Research Analyst/Portfolio Manager

We are a sales and marketing firm for boutique investment managers. We are seeking professional due diligence analysts who would be willing to write, on a contract basis, investment strategy narratives. These are not critical reviews, but high quality, professionally written narratives as if you were writing to send to an investment committee. You can be employed at an existing firm or write as a freelancer. We can provide examples of investment narratives that have been written so far for our investment strategies.

There are two basic formats: short form (3-6) pages and long form (10-15 pages). Pricing is $3,000 for short form and $6,000 for long form.

Prior experience writing investment narratives is required.

We will supply all of the material and access to the Portfolio Managers for interviews and discussions.