Investment Analyst, Real Assets#

The Investment Analyst, Real Assets role is part of the global Real Assets team and is responsible for supporting investment decision-making through rigorous research, qualitative and quantitative analysis, and close collaboration with researchers, portfolio managers, and consultants worldwide. The position focuses on investments across real assets, including real estate, infrastructure, natural resources, and other private market asset classes, spanning both public and private investment strategies. As an important member of our research team, you will have the opportunity to develop and work in close collaboration with your colleagues globally, contribute to our intellectual capital, grow into a subject-matter expert, and remain engaged in financial market developments.

The Role

• Manager Research and Due Diligence: Conduct in-depth research and due diligence on real assets investment managers and funds globally, assessing strategies, track records, teams, investment processes, competitive advantages, and risk profiles in line with established research frameworks.
• Ongoing Monitoring and Research: Monitor existing managers and portfolios by analyzing performance, portfolio developments, and organizational changes, contributing to regular research updates and manager evaluations.
• Analytical Content Development: Create and communicate high-quality quantitative and qualitative analysis to support team decision-making, including investment notes, research reports, presentations, and contributions to the team’s intellectual capital.
• Portfolio Management Support: Support senior portfolio managers in managing real assets portfolios by analyzing exposures, diversification, and asset allocation across mandates and fund-of-funds structures.
• Internal and Client Collaboration: Critically evaluate fund managers’ sustainable competitive advantages. Assess their team behavioral traits and form judgement on investment skill by analyzing the investment philosophy and process. Document findings.
• Innovation and Special Projects: Contribute to strategic initiatives, research enhancements, and special projects, including the development of new research frameworks and exploration of emerging real asset sectors.

The Requirements

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• 2-5 years of experience in investment research, asset management, financial analysis, or investments; exposure to real assets is a strong advantage.
• Strong analytical and critical thinking skills with intellectual curiosity.
• Ability to work both independently and collaboratively in global teams.
• Strong written and verbal communication skills with the ability to distill complex information clearly.
• Genuine interest in financial markets and professional development as a Real Assets Specialist.
• Excellent organizational skills with attention to detail.
• Fluency in English, written and verbal is essential to effectively collaborate with the Real Assets team and global stakeholders.
• Proficiency in standard business software (e.g. Microsoft Office suite – Excel, PowerPoint, Word).
• Desire and commitment to complete CFA level 1 professional qualification.

Equal Opportunity Employer