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Research Analyst

Employer
Angeles Investment Advisors, LLC
Location
Santa Monica, California
Salary
Salary based on experience ($80-130k)
Closing date
Mar 15, 2024

Job Details

Research Analyst – Job Description

PLEASE BE SURE TO INCLUDE RESPONSES TO THE FOUR QUESTIONS BELOW IN YOUR COVER LETTER AND COMBINE COVER LETTER AND RESUME INTO ONE FILE AND UPLOAD TO APPLY. APPLICANTS WILL BE REJECTED IF THESE ARE NOT INCLUDED.

 

Angeles Investment Advisors, LLC is an employee-owned investment advisory firm based in Santa Monica, CA. Angeles provides investment management and advisory services to institutional clients (e.g., endowments, foundations, pension plans, and select high net worth clients). Angeles’ expertise includes investment research, asset allocation, investment policy development, portfolio structure, manager research & selection, and risk management. More information is available on our website at www.angelesinvestments.com.

Roles and Responsibilities

Angeles seeks a person to conduct research primarily on public market investment managers and strategies (primarily equity and fixed income but may also include real assets and hedge funds).

  • Manager Research: Source, interview, and evaluate new investment managers for client portfolios.  Provide written meeting documentation and notes on research meetings summarizing the thesis and next steps.  Make recommendations to the Angeles Investment Committee for manager inclusion on Angeles’ approved list.
  • Manager Monitoring and Reporting: Duties include reviewing manager-provided materials and conducting and documenting regular meetings with managers.
  • Business and Operational Review: Assist with operational due diligence on investment managers.
  • Portfolio Monitoring and Reporting: Assist in the monitoring and reporting of portfolio performance, positioning, and liquidity. Assist in the preparation of portfolio commentary and presentation materials.  
  • Investment Committee: Participate in and contribute to Angeles’ investment committee discussions. Perform other duties as needed.

Qualifications

One to three years’ work experience in a finance- or investment-related capacity. Experience with equity investments and strategies preferred.  Strong verbal, writing, and quantitative analysis skills are required, as well as facility with Word, PowerPoint and Excel.  Candidates must be detailed-oriented, able to take initiative, and capable of prioritizing and handling multiple assignments simultaneously.  The position is based in Santa Monica, CA.

Compensation

  • Salary based on experience ($80-130k); annual discretionary bonus included with potential for profit-sharing. Medical and dental coverage 401(k) retirement savings plan with employer match Flexible work arrangements as well as parental leave and support Annual volunteer time-off CFA and educational expense reimbursement

Process

Interested parties should send a resume and cover letter to jobs@angelesinvestments.com. Please be sure to include responses to the four questions below in your cover letter. No telephone inquiries will be accepted for this position.

Questions:

  • What is the most important quality you are looking for in your new position?
  • Why are you interested in working at Angeles Investments?
  • Why are you interested in researching investment managers?
  • What traits makes a compelling investment manager?

Angeles Investment Advisors, LLC and its subsidiaries provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Company

Angeles Investment Advisors, LLC is an employee-owned multi-asset investment management firm that offers strategic leadership in crafting investment programs for foundations, endowments, pensions, operating charities and families that advance our clients’ missions, values and objectives. More information is available on our website at www.angelesinvestments.com.

Company info
Website
Telephone
3108575830
Location
429 Santa Monica Blvd
Suite 650
Santa Monica
CA
90401
United States

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