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Research Associate / Analyst

Castalian Partners
Excelsior, MN
Commensurate with experience
Closing date
Jan 3, 2024

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Job Function
Hedge Funds, Portfolio Management: Equities, Trading
Industry Sector
Asset Management, Finance - General
Employment Type
Full Time

We are seeking a highly motivated individual to assist the portfolio manager with in-depth research projects. 

Key Skills:

  • Strong research and analytical skills.
  • Ability to work independently on complex assignments.
  • Attention to detail and ability to scrutinize large volumes of documents.
  • Ability to learn quickly and be proactive.
  • Tech-Savvy
  • Understanding of financial markets & investing


  • Detailed fact-finding projects to research publicly traded companies.
  • Conduct foundational company research
  • Conduct interviews with management teams, competitors, suppliers, and industry experts.
  • Prepare research summaries and organize due diligence findings.
  • Work closely with portfolio manager to assist on an ad-hoc basis.
  • Assist with investment and trading operations, portfolio attribution, and associated fund items. 

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