iCapital Network
Investment Strategy - Associate
$90K–$130K
New York, New York, United States · Full-time · Posted Sep 3, 2026
- Experience
- 2-4 years
About the job
Conduct investment research across global public and private markets, using financial modeling, data analytics, and AI-enabled tools to develop insights and research materials for clients and advisors.
What you'll do
- Research macroeconomic, sector, thematic, and cross-asset trends across public and private markets.
- Develop market commentary, outlooks, reports, presentations, and advisor education materials.
- Build financial models, quantitative analyses, and dashboards, and use data and AI-enabled tools to generate investment insights.
What they ask for
- 2-4 years of experience in investment banking, private markets, alternatives, asset management, investment research, or investment strategy
- Research experience across public or private markets and understanding of private markets strategies
- Experience with data analytics, quantitative research, and financial modeling
- Working knowledge of Python for financial analysis, data visualization, automation, and investment research
Nice to have
- Familiarity with AI-powered research tools, machine learning concepts, or modern analytical workflows
- Knowledge of PitchBook, Preqin, Macrobond, FactSet, Bloomberg or similar platforms
Pay
USD 90,000 to USD 130,000 (base salary)
Tools
Excel, Bloomberg, Python, PitchBook, Preqin, Macrobond, FactSet
AI focus
Use AI-enabled research workflows and tools, along with alternative data and large market datasets, to generate investment insights and improve research processes.
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