Senior Investment Researcher, Multi-Asset

Overview

In this role, you will lead investment research across global asset classes to inform asset allocation and portfolio construction for institutional clients. You’ll shape research frameworks and insights that directly influence investment decisions, working closely with portfolio managers, strategists, and senior leaders. You’ll tackle complex market, economic, and policy signals, applying quantitative methods to improve outcomes. This position offers a strategic, high-impact opportunity to advance investment processes within a trusted, long-standing financial services firm.

Pay / Benefits

• salary range: 239,900 – 419,700 USD
• comprehensive benefits package (retirement, health, welfare)
• discretionary bonus program with possible equity component
• 401k and pension
• paid time off, parental and caregiver leave
• life & accident insurance

Responsibilities

• Lead research on asset allocation, portfolio construction, risk management, and investment strategy across public and private markets
• Develop and enhance investment signals, forecasting models, and analytical frameworks for strategic and tactical decisions
• Analyze global economic, market, policy, and valuation trends to identify opportunities and risks
• Conduct empirical research and back-testing to evaluate ideas, exposures, and outcomes
• Apply quantitative techniques, data science, and machine learning to improve research and decision-making
• Partner with portfolio managers to evaluate positioning, performance drivers, and implementation considerations
• Generate actionable investment recommendations supported by rigorous analysis
• Produce thought leadership, market commentary, and research publications for internal and external stakeholders
• Present findings to committees, management, clients, and distribution partners
• Mentor junior researchers and contribute to the research agenda and analytical capabilities

Key requirements

• 10+ years of experience in investment research, asset allocation, multi-asset investing, portfolio management, or quantitative research
• Experience in leading and developing investment researchers, analysts, or related professionals is a plus
• Strong knowledge of financial markets, investments, asset allocation, portfolio construction, and risk management
• Advanced programming skills in Python and SQL; experience with large datasets and data platforms (Azure, Snowflake, Databricks)
• Experience applying quantitative methods, statistical modeling, ML or AI to investment research
• Proven track record of research informing portfolio construction and client outcomes
• Advanced degree in Finance, Economics, Financial Engineering, Statistics, Data Science, Applied Mathematics, Computer Science, or related field; CFA or similar preferred

• collaboration
• communication
• mentoring
• Python
• SQL
• Azure

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