Research Analyst jobs at Fidelity Investments - 2242 jobs
Hedge Fund Research Analyst - Quant & Portfolio Monitoring
Callan 4.3
San Francisco, CA jobs
A leading investment consulting firm in San Francisco seeks a hedge fund investment analyst to conduct research and monitor hedge fund performance. The candidate will collaborate with a team to provide insights into hedge fund strategies and assist in presentations to clients. An ideal candidate will possess a bachelor's degree in finance or a related field, along with two years of related experience. A commitment to strong communication and client relationships is essential.
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$110k-169k yearly est. 5d ago
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Hedge Fund Research Analyst - Quant & Portfolio Monitoring
Callan 4.3
Chicago, IL jobs
A leading investment consulting firm in San Francisco seeks a hedge fund investment analyst to conduct research and monitor hedge fund performance. The candidate will collaborate with a team to provide insights into hedge fund strategies and assist in presentations to clients. An ideal candidate will possess a bachelor's degree in finance or a related field, along with two years of related experience. A commitment to strong communication and client relationships is essential.
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$120k-185k yearly est. 5d ago
Senior Analyst, Equity Research - Cryptocurrency & Blockchain
Wedbush Securities 4.9
San Francisco, CA jobs
San Francisco, CA
Los Angeles, CA
Chicago, IL
Miami, FL
Charlotte, NC
Washington, DC
Nashville, TN
Austin, TX
Dallas, TX
Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth.
Our award-winning Equity Research team is recognized as one of the nation\'s most respected providers of equity research, delivering in-depth, differentiated coverage across high information flows sectors. We are seeking an accomplished Senior Equity ResearchAnalyst to build and lead our Cryptocurrency & Blockchain sector franchise. This is a unique opportunity to establish authoritative coverage in one of the market\'s most transformative and rapidly evolving sectors.
The Opportunity
This is a rare, career-defining opportunity to become a leading institutional voice in digital asset equity research. You will have the independence to define coverage of an emerging sector, the resources to build a premier team, and direct access to institutional clients hungry for rigorous, differentiated analysis in Cryptocurrency and Blockchain. If you have been seeking a platform that rewards original thinking in digital assets and provides the credibility to compete at the highest level, this is it.
We are looking for an analyst ready to establish the gold standard for institutional digital asset research; someone whose work will shape how sophisticated investors understand and allocate capital to this transformative sector.
Why This Role Is Unique
Pioneer Positioning in Institutional Crypto Research Digital assets are transitioning from speculative fringe to institutional asset class. This role offers the rare opportunity to establish authoritative, sell-side research coverage as the sector matures; positioning yourself as the expert institutional investors turn to first.
Platform Advantages
Credibility of an award-winning research platform combined with flexibility to build crypto coverage your way
Resources and infrastructure that mid-tier platforms can\'t match
Marketing reach that ensures your research lands with decision-makers at leading institutions
Regulatory compliance and legal infrastructure to cover crypto confidently
Intellectual Challenge
Analyze an emerging sector where differentiated insights genuinely matter
N avigate the intersection of technology, finance, regulation, and innovation
Build frameworks for valuing novel business models and protocols
Make calls that will define your career as digital assets reshape finance
Establish yourself as a go-to authority during a generational shift in financial markets
Build lasting relationships with the most innovative companies and investors in finance
Visibility across institutional investor community as crypto allocations increase
Compensation structure that rewards performance in a high-growth coverage area
What You Will Do
Establish and lead Cryptocurrency & Blockchain research coverage from a position of authority
Define your coverage universe across crypto infrastructure, exchanges, miners, DeFi, protocols, and blockchain applications
Create differentiated research that cuts through hype and provides institutional-grade analysis
Conduct rigorous, proprietary research on digital asset business models, tokenomics, and blockchain technology
Publish impactful, timely research that institutional investors depend on for crypto exposure decisions
Identify emerging trends, regulatory developments, and technological innovations before the market
Leverage our platform to become a recognized thought leader in institutional crypto coverage
Establish yourself as a trusted authority on crypto market structure, regulation, and adoption trends
Benefit from firm-wide visibility as digital assets gain mainstream institutional acceptance
Perform other tasks and duties as required and assigned
Experience and Skills
Bachelor\'s degree from an accredited university (Advanced degree, MBA, or CFA strongly preferred)
Deep expertise in Cryptocurrency, Blockchain technology, and digital asset markets
Substantial sell-side or buy-side Equity Research experience covering crypto, fintech, or related sectors strongly preferred
Alternatively: Crypto industry veterans, blockchain protocol experts, or digital asset fund professionals with demonstrable analytical capabilities
Understanding of both traditional financial analysis and crypto-native metrics (on-chain analytics, tokenomics, protocol economics)
FINRA Series 7, 86, and 87 licenses required
Track record of independent, differentiated research or investment decisions in digital assets
Fluency in blockchain technology, crypto market structure, DeFi, and Web3 ecosystems
Exceptional written and verbal communication abilities-you can translate complex crypto concepts for institutional audiences
Established network across crypto companies, protocols, exchanges, miners, and institutional investors
What We Offer
What Wedbush Offers You
As part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture.
Comprehensive medical, dental, and vision coverage with multiple health plan options
Health Savings Account (HSA) with company-sponsored contributions
Flexible Spending Accounts (FSA) traditional and dependent care
401(k) Plan: competitive discretionary company matching and profit-sharing contributions
Tuition reimbursement ($5,250 max per year)
FINRA and Professional License Sponsorship
Charitable Donation Matching Contributions
Travel & Employee Assistance and Employee Discount Programs
Discretionary compensation based on the colleague\'s and the firm\'s performance
The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $250,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague\'s and the firm\'s performance. At Wedbush, Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to skillsets; experience and training; licensure and certifications; and other business and organizational needs.
Wedbush Securities (WS) is proud to be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed.
This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq., Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.
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$250k yearly 5d ago
Private Equity Summer Analyst - San Francisco
The Blackstone Group L.P 4.9
San Francisco, CA jobs
A leading global asset management firm is seeking a Summer Analyst for a 10-week in-person program in San Francisco. This role offers extensive exposure across the firm with responsibilities in investment research, financial analysis, and valuation modeling. Candidates must be undergraduate students with strong communication skills, a desire to work in teams, and a keen interest in finance. The firm promotes professional development and mentorship within its unique culture.
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$87k-125k yearly est. 5d ago
2027 Blackstone Private Equity Summer Analyst (San Francisco)
The Blackstone Group L.P 4.9
San Francisco, CA jobs
Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1.1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at . Follow @blackstone on , , and .**2027 Blackstone Private Equity Summer Analyst (San Francisco)****Employer**Blackstone **Job Title**Summer Analyst**Business Unit**Private Equity**Private Equity**With $158 billion of assets under management, Blackstone's corporate private equity business has been a global leader since 1985. We uncover value by identifying great companies and enhancing their performance by providing strategic capital and outstanding management talent. We aim to grow stronger enterprises, create jobs, and enable our portfolio companies to build lasting value for our investors, their employees and all stakeholders.**Program Description**Blackstone's Summer Analyst Program is a 10-week in-person experience, offering participants extensive exposure across the firm. This program provides Summer Analysts with valuable guidance through mentorship, continuous feedback, technical and soft skill training, networking opportunities with professionals across the firm, and the unique chance to fully immerse themselves in Blackstone's culture.**Job Description**Blackstone Capital Partners (BCP) offers Summer Analysts a unique opportunity to engage in the acquisition of large-cap and midsized companies across a variety of sectors. The investment process strengthens both the financial analysis toolkit of investment banking and the strategic thinking mindset of management consulting, resulting in a unique opportunity to enhance a well-rounded and comprehensive skill set in business.Summer Analysts at Blackstone are given similar responsibilities as a full-time analyst, with the opportunity to participate in all aspects of a given project and be staffed on several assignments at once. Summer Analysts can assume integral roles within their deal teams and will work directly with senior-level professionals. Summer Analysts are involved with the diligence, evaluation, structuring, and financing of transactions and regularly attend investment committee meetings, management sessions, and negotiations.**Responsibilities*** Investment research* Financial analysis, valuation, and LBO modeling* Industry and competitive analysis* Business diligence* Drafting of memoranda for internal and external use* Assistance in the execution and financing of transactions **Qualifications**Blackstone seeks to hire individuals who work well in a team-driven working group, are highly motivated, intelligent, and have sound judgment and demonstrated excellence in prior endeavors.In addition, the successful candidate must meet the following qualifications:* Strong verbal and written communication skills* A desire to work in a team environment with dynamic roles* A basic knowledge of accounting and finance (including financial modeling)* Highly motivated to find solutions independently* Sincere commitment to professional development* Excellent attention to detail* Intellectual curiosity To be considered for the 2027 Summer Analyst Program, applicants must meet the following criteria:* Currently enrolled as an undergraduate student* Anticipated graduation date: Fall 2027 - Spring 2028* Resume must include expected graduation month/year and GPA* Resume must be in PDF format If you do not meet these criteria, please see Blackstone's Careers website for other opportunities that may be available, including other entry level positions.San Francisco Applicants: Blackstone will consider for employment qualified applicants with arrest and conviction records, consistent with the San Francisco Fair Chance Ordinance.The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by Blackstone in its sole discretion.**Expected annual base salary range:**$110,000 - $110,000Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications and job location. For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables. Additional compensation: Base salary does not include other forms of compensation or benefits offered in connection with the advertised role.Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training. All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy.If you need a reasonable accommodation to complete your application, please contact Human Resources at ************ (US), +44 (0)20 7451 4000 (EMEA) or +852 3656 8600 (APAC).Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following:* Attending client meetings where you are discussing Blackstone products and/or and client questions;* Marketing Blackstone funds to new or existing clients;* Supervising or training securities licensed employees;* Structuring or creating Blackstone funds/products; and* Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials.Note: The above list is not the exhaustive list of activities requiring securities licenses and there may be roles that require review on a case-by-case basis. Please speak with your Blackstone Recruiting contact with any questions.You will not be eligible to participate in Blackstone's health and other insurance benefit programs.Please note that we use an AI resume screening tool to help with the initial review of applications. The tool helps us assess candidates based on skills, experience, and qualifications. The tool's scores are one of the factors we consider when deciding who moves to the next stage of the application process.To submit your application please complete the form below. Fields marked with a red asterisk \* must be completed to be considered for employment (although some can be answered "prefer not to say"). Failure to provide this information may compromise the follow-up of your application. When you have finished click Submit at the bottom of this form.
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$110k-110k yearly 5d ago
2027 | Americas | San Francisco | FICC and Equities, Sales and Trading | Summer Analyst
Goldman Sachs Group, Inc. 4.8
San Francisco, CA jobs
About the program
Our Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelor's / graduate degree. You will be fully immersed in our day-to-day activities.
As a participant, you will:
Attend orientation where you'll learn about our culture, as well as the benefits and responsibilities of being a member of the firm
Receive training designed to help you succeed
Have the opportunity to work on real responsibilities alongside fellow interns and our people
Each applicant has the opportunity to apply to up to 4 separate business / location combinations in any given recruiting year. Any additional application will be auto withdrawn. In order to apply to an additional opportunity, you must withdraw a current application that has not been turned down.
A single applicant should not create multiple email addresses to apply to additional opportunities
About the division
Global Banking & Markets (Public) / FICC and Equities (Sales and Trading) enables our clients to buy and sell financial products, raise funding and manage risk. We make markets and facilitate client transactions in fixed income, equity, currency and commodity products.
We make markets in and clear client transactions on major stock, options and futures exchanges worldwide. Through our global sales force, we maintain relationships with our clients, receiving orders and distributing investment research, trading ideas, market information and analysis.
Job Info
Job Category: Summer Analyst
Locations: San Francisco, California, United States
Areas of the Firm: Global Banking & Markets
Anaplan Salary Range Lower Limit: 110,000
Anaplan Salary Range Upper Limit: 110,000
Healthcare & Medical Services
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally.
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities.
Health
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity up to a pre-approved amount.
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
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$71k-101k yearly est. 4d ago
Summer Analyst - FICC & Equities Sales & Trading
Goldman Sachs Group, Inc. 4.8
San Francisco, CA jobs
A leading global financial services firm is seeking a Summer Analyst for its San Francisco office. This program offers students the chance to gain real-world experience in financial services while receiving training designed to help them succeed. Candidates must be pursuing a bachelor's or graduate degree and have strong analytical and communication skills. The position entails working closely with other interns and professionals, providing exposure to important business tasks within a dynamic team environment.
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$71k-101k yearly est. 4d ago
Hybrid Transactions Analyst
Harbourvest Partners (U.K.) Limited 4.5
Boston, MA jobs
A global private markets firm is seeking an experienced Analyst to join their Transactions team in Boston. This hybrid role involves supporting the investment function, coordinating documentation, and ensuring compliance across multiple teams. The ideal candidate is exceptionally organized, detail-oriented, and proficient in Microsoft Office. With a competitive salary range of $70,000 - $90,000 and additional benefits, this position offers opportunities for growth in a collaborative environment.
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$70k-90k yearly 4d ago
Hedge Fund Investment Analyst
Callan 4.3
San Francisco, CA jobs
As a hedge fund investment analyst in Callan's Alternatives Consulting group, you will contribute to the investment capabilities of the hedge fund consulting team and work collaboratively with Callan's institutional clients and consultants to implement hedge fund/diversifier portfolios. Hedge fund and diversifier strategies include multi-strategy, long/short equity, event driven, systematic macro, discretionary global macro, CTAs, reinsurance/ILS, and other strategies. You will report to the head of the Alternatives Consulting group.
What's Unique About This Role?
Your primary focus will be conducting research on hedge fund strategies (directs and funds-of-funds) for clients, with a primary focus on quantitative analysis. Your secondary focus will be monitoring hedge fund risk and performance. You will play a key role in interfacing with hedge fund managers and Callan consultants and clients.
Please note: This position will be based in one of Callan's office locations listed above and working a hybrid (office/home) schedule with a minimum of three (3) days a week in the office.
Primary Duties Manager Research
Collaborate with other members of the Hedge Fund Consulting team to conduct comprehensive quantitative and qualitative research on prospective investments in hedge fund (directs and funds-of-funds), and diversifier strategies
Compile research materials to review with the hedge fund consulting team, internal Callan oversight committees, and Callan clients
Assist in presenting research analysis and findings to clients
Manager and Portfolio Monitoring
Compile monthly and quarterly performance, risk, and qualitative monitoring reports for consultants and clients
Attend regular manager meetings, virtually and on-site, and post summary notes to Callan's internal database
Assess the current market environment and industry trends to help guide hedge fund/diversifier portfolio implementation, and contribute to Callan's monthly and quarterly hedge fund market trend presentations
Manager Sourcing
Develop a research coverage strategy (market map) to identify high-interest strategies for designated hedge fund/diversifier sectors and contribute to Callan's intellectual capital
Proactively identify attractive fund investment opportunities appropriate for Callan's clients
Coordinate and lead manager meetings and post meeting notes to Callan's internal database on a timely basis
Research and Education
Contribute to topical research on topics of interest pertaining to hedge funds and diversifiers
Job Skills & Requirements Skills:
Works constructively with colleagues in the group and across the broader organization
Possesses strong written and verbal communication skills
Responds to internal and external requests in a timely and efficacious manner
Characteristics:
Maintains an effective and professional relationship with clients and managers, and with a high degree of integrity
Follows a rigorous and consistent research process with strong attention to detail to ensure client recommendations and reports are consistently high quality
Education and Experience:
Bachelor's degree or equivalent, preferably in finance, economics, or a related discipline
Minimum two years of demonstrated experience in evaluating and monitoring hedge fund and diversifier strategies, hedge fund/diversifier manager research, strategic planning, and portfolio construction, in an investment management or institutional advisory capacity, with an emphasis on leading client relationships
Progress towards, or completion of, CFA and/or CAIA program preferred
Compensation, Benefits & Training
At Callan, you can expect:
A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more
Training for all Callan databases, research, and other systems
Access to team-building events, community outreach opportunities, and wellness events
$65,000 - $85,000 a year
The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future.
As an employee-owned firm, Callan is committed to giving long-term, successful professionals an opportunity to become equity partners. Visit ********************** to learn more about Callan's culture, benefits, and more.
About Callan
Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners.
Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at ***************
Callan is an equal-opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences.
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$65k-85k yearly 5d ago
Hedge Fund Investment Analyst
Callan 4.3
Chicago, IL jobs
As a hedge fund investment analyst in Callan's Alternatives Consulting group, you will contribute to the investment capabilities of the hedge fund consulting team and work collaboratively with Callan's institutional clients and consultants to implement hedge fund/diversifier portfolios. Hedge fund and diversifier strategies include multi-strategy, long/short equity, event driven, systematic macro, discretionary global macro, CTAs, reinsurance/ILS, and other strategies. You will report to the head of the Alternatives Consulting group.
What's Unique About This Role?
Your primary focus will be conducting research on hedge fund strategies (directs and funds-of-funds) for clients, with a primary focus on quantitative analysis. Your secondary focus will be monitoring hedge fund risk and performance. You will play a key role in interfacing with hedge fund managers and Callan consultants and clients.
Please note: This position will be based in one of Callan's office locations listed above and working a hybrid (office/home) schedule with a minimum of three (3) days a week in the office.
Primary Duties Manager Research
Collaborate with other members of the Hedge Fund Consulting team to conduct comprehensive quantitative and qualitative research on prospective investments in hedge fund (directs and funds-of-funds), and diversifier strategies
Compile research materials to review with the hedge fund consulting team, internal Callan oversight committees, and Callan clients
Assist in presenting research analysis and findings to clients
Manager and Portfolio Monitoring
Compile monthly and quarterly performance, risk, and qualitative monitoring reports for consultants and clients
Attend regular manager meetings, virtually and on-site, and post summary notes to Callan's internal database
Assess the current market environment and industry trends to help guide hedge fund/diversifier portfolio implementation, and contribute to Callan's monthly and quarterly hedge fund market trend presentations
Manager Sourcing
Develop a research coverage strategy (market map) to identify high-interest strategies for designated hedge fund/diversifier sectors and contribute to Callan's intellectual capital
Proactively identify attractive fund investment opportunities appropriate for Callan's clients
Coordinate and lead manager meetings and post meeting notes to Callan's internal database on a timely basis
Research and Education
Contribute to topical research on topics of interest pertaining to hedge funds and diversifiers
Job Skills & Requirements Skills:
Works constructively with colleagues in the group and across the broader organization
Possesses strong written and verbal communication skills
Responds to internal and external requests in a timely and efficacious manner
Characteristics:
Maintains an effective and professional relationship with clients and managers, and with a high degree of integrity
Follows a rigorous and consistent research process with strong attention to detail to ensure client recommendations and reports are consistently high quality
Education and Experience:
Bachelor's degree or equivalent, preferably in finance, economics, or a related discipline
Minimum two years of demonstrated experience in evaluating and monitoring hedge fund and diversifier strategies, hedge fund/diversifier manager research, strategic planning, and portfolio construction, in an investment management or institutional advisory capacity, with an emphasis on leading client relationships
Progress towards, or completion of, CFA and/or CAIA program preferred
Compensation, Benefits & Training
At Callan, you can expect:
A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more
Training for all Callan databases, research, and other systems
Access to team-building events, community outreach opportunities, and wellness events
$65,000 - $85,000 a year
The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future.
As an employee-owned firm, Callan is committed to giving long-term, successful professionals an opportunity to become equity partners. Visit ********************** to learn more about Callan's culture, benefits, and more.
About Callan
Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners.
Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at ***************
Callan is an equal-opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences.
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$65k-85k yearly 5d ago
Senior Crypto Equity Research Lead - Institutional Coverage
Wedbush Securities 4.9
San Francisco, CA jobs
A leading securities firm in the United States is looking for a Senior Analyst to drive Equity Research in Cryptocurrency & Blockchain. This role involves establishing authoritative coverage, conducting rigorous research on digital assets, and becoming the go-to authority on crypto trends. The ideal candidate will have a bachelor's degree, deep expertise in cryptocurrency markets, and exceptional communication skills. This position offers competitive compensation and significant growth opportunities in a transforming market.
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$137k-192k yearly est. 5d ago
M&A Associate - Middle Market, Industrials
Huntington Bank 4.4
Boston, MA jobs
A leading investment banking firm in Boston is looking for an Associate to execute corporate finance transactions. The role includes analyzing industries and building financial models. Ideal candidates will have a Bachelor's degree and 2-4 years of investment banking experience, preferably in M&A. Skills in Microsoft Office and Capital IQ, along with strong quantitative and qualitative analysis abilities, are required. Competitive compensation of $110,000-$125,000 annually is offered, along with various employee benefits.
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$110k-125k yearly 2d ago
Analyst, Transactions
Harbourvest Partners (U.K.) Limited 4.5
Boston, MA jobs
Analyst, Transactions page is loaded## Analyst, Transactionslocations: Bostontime type: Full timeposted on: Posted Todayjob requisition id: R2137**Job Description Summary**For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.HarbourVest is an equal opportunity employer.This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.The Analyst will serve as a member of the Transactions team supporting the investment function in investing capital as well as improving business operations. The role will have exposure to a wide range of activities surrounding the transaction closing process. This includes but is not limited to communication among relevant internal and external parties, supporting closing process and documentation, recording and reconciling transactions in our internal systems, and Know Your Client (KYC). This position will serve as a liaison with internal departments such as Legal, Accounting, Treasury, Tax, Compliance, and Portfolio Analytics, in addition to external parties, while observing all internal policies. The Analyst will support investments made from our offices in Boston, Toronto, London, Hong Kong, and Singapore. Prior experience with private equity, private credit, or corporate law firm would be an asset. Ability to provide notary services as a Notary Public of Massachusetts would also be an asset. This role is not focused on evaluating investment opportunities.## The ideal candidate is someone who is:* An exceptionally organized individual with an outstanding attention to detail* A team-player that is able to efficiently prioritize multiple projects and meet target dates with little direct supervision* Quick to develop a strong understanding of new systems, data relationships, and processes* Able to communicate professionally and confidentially with colleagues of all levels and across multiple teams## ## What you will do:* Coordinate documentation in support of investment execution (e.g., obtaining signatures, tax and compliance documents, wiring instructions, contact sheets)* Work closely across multiple groups and geographies to ensure compliance with all closing processes, internal documentation, and reporting procedures* Assist with the implementation of Transactions strategic initiatives, ad-hoc operational projects, and other aspects of group management* Maintain internal systems for planning and tracking investment closings for firmwide reference* Support associates/senior associates to facilitate and prepare the funding package for investments, ensuring that all requirements are satisfied completely, accurately, and in a timely manner* Reconcile discrepancies and work in internal systems and with internal business partners to ensure that appropriate information is entered in our systems accurately and completely* Track and upload transaction related legal and authorization documents* Prepare invoices for deal-related expenses and provide allocations for deal-related invoices received* Monitor incoming legal communications from General Partners* Provide Notary Public services* Other responsibilities as required## ## What you bring:* Proven problem-solving and analytical skills* Strong attention to detail* An ability to handle multiple projects* Excellent written and verbal communication skills* Experience working with Microsoft Excel, Word and PowerPoint* Prior experience with private markets or corporate law would be an asset## ## Education Preferred* Bachelor of Arts (B.A) or equivalent experience* Bachelor of Science (B.S) or equivalent experience**Experience*** 0-2 Years relevant experience preferred#LI-Hybrid**Salary Range**$70,000.00 - $90,000.00This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.HarbourVest is an independent, global private markets firm with over 43 years of experience and more than $146 billion of assets under management as of June 30, 2025. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit. Our strengths extend across strategies, enabled by our team of more than 1,270 employees, including more than 230 investment professionals across Asia, Europe, and the Americas. Across our private markets platform, our team has committed more than $64 billion to newly-formed funds, completed over $66 billion in secondary purchases, and invested over $49 billion in direct operating companies. We partner strategically and plan our offerings innovatively to provide our clients with access, insight, and global opportunities.
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$70k-90k yearly 4d ago
Municipals Analyst
Barclays 4.6
San Francisco, CA jobs
Join Barclays as a Municipals Analyst, where you will gain a broad understanding of the Public Finance investment banking business by providing cross‑functional assistance to senior bankers. You will participate in municipal transactions and help source new opportunities by developing and evaluating debt profiles of various clients. Perform financial modeling and cash flow analyses to evaluate debt financing alternatives for municipal entities. You will also draft internal and external correspondence and client presentation materials discussing financing strategies, market trends, and Barclays' qualifications. Participate in transaction execution, including guiding deal logistics, running cash flows, preparing investor, and rating agency presentations, and reviewing financing documents.
To be successful as a Municipals Analyst, you should have experience with:
Financial services, government, or related field
Ample quantitative abilities
Excellent written and verbal communication skills
Multitasking while exhibiting a high level of attention to detail
Understanding of finance and bond math
Some other highly valued skills may include:
Experience with DBC Finance Program
Demonstrated interest in public policy
Familiarity with and understanding of financial markets
High level of energy, positive attitude, and mental curiosity
You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job‑specific technical skills.
This role is located in San Francisco, CA.
This role is regulated by FINRA.
Minimum Salary: $110,000
Maximum Salary: $125,000
The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.
Purpose of the role
To raise capital and manage the financial risk of clients, including financial advisory services, identification and origination of market opportunities, research, economic analysis.
Accountabilities
Identification and cultivation of relationships with potential clients, including corporations, institutions, or government entities.
Market research and analysis to identify industry trends, potential deal opportunities, and client needs.
Collaboration with internal teams to develop pitch materials, financial models, and presentations for client meetings and transactions.
Structuring and execution of deals, including mergers and acquisitions, capital raising, and strategic advisory services.
Due diligence process coordination, timeline management, and liaising between various stakeholders involved in transactions.
Analyst Expectations
To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
Requires in-depth technical knowledge and experience in their assigned area of expertise
Thorough understanding of the underlying principles and concepts within the area of expertise
They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others.
OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.
Will have an impact on the work of related teams in the area.
Partner with other functions and business areas.
Takes responsibility for end results of a team's operational processing and activities.
Escalate breaches of policies / procedure appropriately.
Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
Advise and influence decision making within own area of expertise.
Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
Maintain and continually build an understanding of how own sub‑function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub‑function.
Make evaluative judgements based on the analysis of factual information, paying attention to detail.
Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
Guide and persuade team members and communicate complex / sensitive information.
Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
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$110k-125k yearly 4d ago
Trademark Data Management Analyst
Source One Technical Solutions 4.3
Summit, NJ jobs
Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global pharmaceutical client in Summit, NJ
No Third-Party, No Corp to Corp, No Sponsorship
Title: Trademark Data Management Analyst
Location: Summit, NJ
Hybrid: (Mon-Fri, 40 hours)
Contract Duration: 12 months, with likely extension
Pay Rate: $33.57 per hour (w2)
PLEASE NOTE: To be considered for this position you must have a minimum of three years of trademark experience, particularly with trademark assignments and chain of title changes.
Job Description:
The IP Operations Assistant role is designed for an experienced, proactive, and self-starting individual seeking to work in a supportive and team-oriented setting. The position focuses on assisting with trademark data review, verification, and related administrative tasks, requiring interaction with in-house and outside counsel as well as business teams.
Key Responsibilities:
Interpret trademark correspondence to identify data entry errors and resolve inquiries from outside counsel.
Manage trademark assignment and chain of title changes, including communication with outside counsel.
Verify details of Powers of Attorney (POA), assignments, and related documents, preparing themfo r attorney signature, notarization, and legalization.
Support the IP Operations Manager in departmental projects such as organizing POAs, running reports, and data verification.
Assist with overflow projects and provide backup during team members' absences.
Job Requirements:
MUST HAVE A Minimum of three years of trademark experience, particularly with trademark assignments and chain of title changes.
Required proficiency in trademark IPMS databases, preferably Memotech.
Understanding of trademark law sufficient to perform duties with minimal supervision.
Strong organizational, teamwork, and time management skills with attention to detail and problem-solving abilities.
Experience handling high-volume, complex data with the ability to multitask and work under pressure.
Proficiency in Excel (including advanced data analysis and manipulation such as pivot tables), Microsoft Outlook, and Adobe Acrobat.
Proven ability to manage projects independently while providing clear updates to the IPOperations Manager.
Preferred but not required: New Jersey Notary certification.
Comfortable using information technology and document management tools.
Strong written and verbal communication skills, capable of effective interaction at all company management levels.
$33.6 hourly 4d ago
Research Data Analyst
GMO 4.0
Boston, MA jobs
Position Overview: We are looking for a Research Data Analyst to join a high performing team focused on building and maintaining research databases used in a state-of-the-art quantitative investment process. The Analyst will be responsible for resolving data quality issues, building new data quality controls, onboarding new datasets, creating documentation, and making data access more transparent. This position offers a unique opportunity to leverage one's experience and have an impact on how data is used in the research and investment process. An ideal candidate should have strong knowledge of financial data used in multi-asset class quantitative investing and have a keen interest to think about and solve data quality issues and be adept at using various tools and technologies at their disposal to execute the job. Key Responsibilities:
Monitor incoming data to detect anomalies and remediate issues
Investigate and resolve data quality questions and concerns
Develop an expert understanding of internal databases and processes and ensure information is maintained accurately and efficiently
Become a “subject matter expert” in a variety of data categories (reference, market, fundamental, estimate, macro-economic, et al) across various asset classes including equity and fixed income
Develop a keen understanding of how data is utilized in our investment processes to help design and implement new data sets and processes
Design, implement and maintain market data contract pipeline to be align with our data processing. Validate that all data required by market data contracts is present and accurate, and ensure no unauthorized deletions occur.
Partner with investment teams to proactively address their data needs
Design and build efficient and effective controls to help resolve and identify potential data issues
Coordinate with the data engineering team to identify ways to improve our data and monitoring processes
Work with external market data vendors to bring in new data sources required by business users and support existing feeds
Create documentation to support data processing and exploration
Contribute to a rotational “on call” program to facilitate the overnight processing of data
Requirements:
Bachelor's degree, preferably in economics, statistics, computer science, math or information systems
3+ years of experience working with financial data at an asset management company or financial data provider
Experience orchestrating data pipelines and processes using Apache Airflow
Proficient using Python and SQL to maintain data quality and automate data workflows
Experience modeling data based on vendor methodologies and internal use
Experience building data quality controls and resolving data issues
Proven ability to visualize data using modern data analysis techniques
Strong attention to detail
Strong communication skills
High energy and positive attitude - candidate should be conscientious, self-directed and possess a strong work ethic
Passionate about a data focused career path
Strong interest in databases and database technologies
Plus:
Experience with data systems implemented in the cloud using Databricks, Delta Lake, Spark
Experience with Data Governance toolsets
Interest in, or experience with, Machine Learning for Anomaly Detection
GMO is committed to the recruitment, employment, and promotion of all candidates equally, regardless of an individual's gender, race, color, national origin, ancestry, age, religion, pregnancy, marital status, sexual orientation, gender identity or expression, military or veteran status, genetic information, physical or mental disability (except where such disability is a bona fide occupational disqualification) or any other classification protected under federal, state or local law.
$62k-88k yearly est. Auto-Apply 39d ago
Research Data Analyst
GMO 4.0
Boston, MA jobs
Job DescriptionPosition Overview: We are looking for a Research Data Analyst to join a high performing team focused on building and maintaining research databases used in a state-of-the-art quantitative investment process. The Analyst will be responsible for resolving data quality issues, building new data quality controls, onboarding new datasets, creating documentation, and making data access more transparent. This position offers a unique opportunity to leverage one's experience and have an impact on how data is used in the research and investment process. An ideal candidate should have strong knowledge of financial data used in multi-asset class quantitative investing and have a keen interest to think about and solve data quality issues and be adept at using various tools and technologies at their disposal to execute the job. Key Responsibilities:
Monitor incoming data to detect anomalies and remediate issues
Investigate and resolve data quality questions and concerns
Develop an expert understanding of internal databases and processes and ensure information is maintained accurately and efficiently
Become a “subject matter expert” in a variety of data categories (reference, market, fundamental, estimate, macro-economic, et al) across various asset classes including equity and fixed income
Develop a keen understanding of how data is utilized in our investment processes to help design and implement new data sets and processes
Design, implement and maintain market data contract pipeline to be align with our data processing. Validate that all data required by market data contracts is present and accurate, and ensure no unauthorized deletions occur.
Partner with investment teams to proactively address their data needs
Design and build efficient and effective controls to help resolve and identify potential data issues
Coordinate with the data engineering team to identify ways to improve our data and monitoring processes
Work with external market data vendors to bring in new data sources required by business users and support existing feeds
Create documentation to support data processing and exploration
Contribute to a rotational “on call” program to facilitate the overnight processing of data
Requirements:
Bachelor's degree, preferably in economics, statistics, computer science, math or information systems
3+ years of experience working with financial data at an asset management company or financial data provider
Experience orchestrating data pipelines and processes using Apache Airflow
Proficient using Python and SQL to maintain data quality and automate data workflows
Experience modeling data based on vendor methodologies and internal use
Experience building data quality controls and resolving data issues
Proven ability to visualize data using modern data analysis techniques
Strong attention to detail
Strong communication skills
High energy and positive attitude - candidate should be conscientious, self-directed and possess a strong work ethic
Passionate about a data focused career path
Strong interest in databases and database technologies
Plus:
Experience with data systems implemented in the cloud using Databricks, Delta Lake, Spark
Experience with Data Governance toolsets
Interest in, or experience with, Machine Learning for Anomaly Detection
This is a reasonable, good faith estimate of the current salary range for this role. GMO's salary range accounts for a wide array of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs. In addition, this position is eligible for a discretionary annual bonus award, which award may be determined by individual, team, department and firm performance, and is subject to the terms of GMO's compensation plan. This position is also benefits eligible. GMO's comprehensive benefits program includes medical insurance, dental insurance, life insurance, long-term disability coverage, a 401(k)/profit-sharing retirement plan, open paid time off, leaves of absences, dependent care resources, tuition reimbursement, charitable gifts matching, flexible spending accounts, and commuter benefits.GMO is committed to the recruitment, employment, and promotion of all candidates equally, regardless of an individual's gender, race, color, national origin, ancestry, age, religion, pregnancy, marital status, sexual orientation, gender identity or expression, military or veteran status, genetic information, physical or mental disability (except where such disability is a bona fide occupational disqualification) or any other classification protected under federal, state or local law.
$62k-88k yearly est. 9d ago
Research and Data Analyst - Strategic, Defense & Shareholder Advisory Team
Evercore Inc. 4.9
New York, NY jobs
What is the position? Evercore seeks to hire a Research and Data Analyst for its Strategic, Defense & Shareholder Advisory Team ("SDSA") located in New York, NY. The SDSA team focuses on advising clients with respect to shareholder activism, raid defense, and related situations.
Primary Responsibilities: The Analyst will support the Head and COO of the SDSA team and will be responsible for collecting, organizing, and maintaining data on companies, clients, and interactions to support the team's day-to-day activities. This includes managing internal databases, tracking client interactions and key information, and assisting with research and data requests. The Analyst should have a proactive approach to ensure information is accurate, well-organized, and up-to-date. The Analyst will create materials for use in internal meetings and marketing initiatives. The Analyst will also be responsible for coordinating information and events involving external constituents (such as law firms and public company directors) and developing and enhancing firm networks.
Specific Qualifications: The Analyst will have strong attention to detail, clear communications style and be proactive, self-directed, creative and resourceful. We are seeking an academically accomplished candidate with the ability to multitask. This position comes with challenging work, an opportunity to work closely with senior leaders, and a demanding environment in a rapidly growing firm.
The ideal candidate will have:
* One year of professional experience
* Strong academic record
* An excellent, team-based attitude
* Strong work ethic and high energy level
* Excellent communication skills (written and verbal)
* Proficient in Microsoft Office, specifically PowerPoint and Excel
* Exceptional attention to detail
* Calm under pressure with a demonstrated track record of successfully managing multiple projects simultaneously
* Interest in investment banking, paralegal work, or research/analytical roles encouraged
Expected Base Salary Range: $70,000-$90,000
In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:
* Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
* 401(k) Retirement Plan
* Life and disability insurance, including additional voluntary financial protection insurance
* Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
* Family-building and family-support benefits
* Paid parental, caregiver, marriage and bereavement leave
* Commuter benefits, health club membership discounts, and other corporate discounts
* Paid holidays, vacation days, personal days, sick days, and volunteer opportunities
About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit *****************
Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws.
$70k-90k yearly 18d ago
Chinese Policy AI Research Associate
Bridgewater Associates LP 4.9
New York, NY jobs
About Bridgewater
Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors.
Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting-edge technology to validate and execute on timeless and universal investment principles.
Founded in 1975, we are a community of independent thinkers who share a commitment to excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture.
Explore more information about Bridgewater on our website here.
Our Culture
Our culture is anchored in excellence-meaning constant improvement-and it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everyday-we need to keep rapidly improving to have any chance of beating them. Truth is our most essential tool for engaging with the markets and constantly improving. Because once you know what's true about your problems and opportunities, you can determine how to get better. Valuing truth means being transparent about your decision-making and mistakes, giving and receiving feedback with humility, and fighting for the best answers over hierarchy, ego, or self-interest. Operating this way is hard-it's only possible because we build meaning in our work and relationships. The meaning comes from the audacity of the mission, and the joy of working alongside people who make you a better version of yourself. The culture, like Bridgewater itself, is always evolving. In 1997 our founder Ray Dalio wrote down his lessons, starting with a Philosophy Statement which remains our foundation. This later evolved into a set of 300+ Principles. In 2022, when Ray transitioned the company, we re-underwrote several of those principles and evolved others, with a specific focus on Meritocracy. Today the culture sits, alongside our people, as our most important edge. When we get it right, it's the engine that powers everything else.
About the Asia Strategies Team
The goal of the Asia Strategies team is to create industry-leading portfolios and investment thinking in Asia, helping investors navigate the changing geopolitical and macroeconomic paradigm. This entails growing deep regional expertise, generating alpha in Asian markets, researching and publishing our understanding of the macroeconomic environment, and designing portfolio solutions to help our clients invest across the region.
Bridgewater has a long history as an asset manager in Asia. It started when our founder, Ray Dalio, first visited China in 1984, and we have been trading Asian markets since 1992. Asian markets have always been a core part of our global macro investment strategies, and Asian economies feature prominently in the research we have published on debt cycles and the changing world order. Bridgewater has offices in only two places - the US and Asia - reflecting the region's strategic importance. Our first Asia-focused fund, launched in 2018, is now among the largest private funds in China.
About Your Role
As a China Policy AI Research Associate, you will help deepen Bridgewater's understanding of China's policy landscape as it informs asset markets & economies. You will analyze government policies and regulatory developments that help shape China's strategy and its implications for global markets. You will leverage AI tools and large language models (LLMs) to collect, translate, extract information and synthesize Chinese-language policy materials and data sources. Working closely with Bridgewater's research and engineering teams, you will refine how these tools are used to extract insight and identify emerging trends, applying them to predict how the machine works, and what will happen in economies & asset markets.
You will drive the following responsibilities:
Analyze China's policy landscape as it informs asset markets & economies
Source, translate, and interpret Chinese-language policy documents, data, and media sources
Use AI tools and LLMs to organize, summarize, and extract insights from unstructured data
Track developments in China's government policy framework
Collaborate with research and engineering teams to enhance Bridgewater's internal AI-driven research capabilities.
Build structured datasets, identify emerging trends, and generate insights that inform investment and policy research.
Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here.
Position Requirements
We are looking for candidates who combine deep regional and policy knowledge with strong technical curiosity and analytical rigor.
Minimum Qualifications
Fluent in Mandarin (reading, writing, and professional communication)
Strong understanding of China's government structure, policy process, and AI ecosystem
Familiarity with how large language models (LLMs) work and how they are trained or fine-tuned
Ability to engineer prompts, and deploy models in the service of the goal
Proven ability to work effectively with research, engineering, and data science teams
Bachelor's or advanced degree in a relevant field
In addition, to succeed within our unique culture and work environment, individuals must demonstrate humility, innate curiosity, and openness to new ideas and approaches. Candidates must be driven, confident, and goal-oriented. All Bridgewater employees are expected to be honest, exceptionally direct, and eager to provide and receive objective feedback. Our employees constantly strive for self-improvement through feedback and self-reflection and are committed to the pursuit of excellence.
Physical Requirements
The anticipated onsite requirement for this role is four days per week at our New York City campus.
Why Choose Bridgewater?
It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you with opportunities that will challenge you and unlock your potential.
Compensation Band
The expected annual base salary for this position is $160,000-$225,000. The total compensation package includes variable compensation in the form of a discretionary target bonus.
One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits. Explore more information about Bridgewater's benefits on our website here.
Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations.
This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we
do provide immigration sponsorship for this position.
Bridgewater Associates, LP is an Equal Opportunity Employer
$160k-225k yearly Auto-Apply 60d+ ago
Summer Analyst - Investments
Healthpeak Properties, Inc. 4.2
Irvine, CA jobs
Job DescriptionPOSITION RESPONSIBILITIES Healthpeak's Summer Analyst Program offers ambitious undergraduate students a unique opportunity to gain hands-on experience within our Investments team. Over the course of 10 weeks, analysts will develop a strong foundation in life science, medical office, and senior housing real estate investing, financial modeling, valuation, and underwriting, with exposure to a wide range of institutional real estate transactions across acquisitions, dispositions, developments, redevelopments, and portfolio management.
Summer Analysts will be fully integrated into the Investments team and will work alongside senior professionals who have backgrounds in real estate private equity, investment banking, and strategy. The program also includes structured training, mentorship, and the opportunity to contribute to real, high-impact investment decisions in the rapidly growing life science, medical office, and senior housing sectors. Responsibilities include, but are not limited to:
Assisting in the evaluation and execution of new investment opportunities, including acquisitions, dispositions, developments, redevelopments, and structured transactions (e.g., joint ventures, preferred equity, real estate debt)
Performing underwriting and cash flow analysis across a variety of deal types
Building and refining financial models in Excel and Argus
Supporting due diligence efforts and market research initiatives
Preparing materials for internal investment committee meetings and presentations to senior leadership, including the Board of Directors
Collaborating cross-functionally with asset management, development, legal, and finance teams
Contributing to strategic special projects and portfolio reviews
POSITION REQUIREMENTS
A target start in June 2026, which will seek to align with candidates' academic calendar
Current Juniors, graduating between December 2026 and June 2027, currently pursuing a Bachelor's degree from an accredited college or university
Preferred majors include Business, Real Estate, Finance, Economics, Accounting, Mathematics or other fields or other majors/experience where the candidate can easily demonstrate quantitative analytical experience
Working knowledge of Microsoft Office Suite (Word, PowerPoint, etc.) with an emphasis on knowledge and experience with Excel
Strong written and oral communication skills, interpersonal skills, and ability to work with others
Ability to manage multiple priorities in a fast-paced, dynamic environment
Ability to travel to various property tours across the country
Paid Internship - Non-Exempt - $30/hour
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