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SalaryAndCo Consulting is an independent, SEC registered institutional investment consulting firm. We serve as a fiduciary to each of our clients, without exception or caveat, while assisting and guiding them in making important investment and plan design decisions.
Job Summary
The Real Estate & Real Asset Research Analyst is responsible for performing and preparing research, due diligence, recommendations, and education for capital markets, investment managers, and institutional investment strategies across the Real Estate and real asset class and categories.
Responsibilities
- Evaluate capital markets, asset classes, and asset categories and provide recommendations
- Identify opportunities, source, evaluate, and recommend Real Estate and real asset investment managers and strategies
- Communicate conclusions to team members, consultants, and clients to facilitate the selection of appropriate investment managers and strategies
- Assist with client education and meetings,
- Develop content for the Investment Policy Committee, team members, clients, and prospects
Required Skills
- Maintains a high level of professionalism and collaborates effectively with all levels of the organization
- Solid grasp of research and analysis and the ability to think critically and solve problems leveraging available resources with a high degree of accuracy and detail orientation
- Excellent written, verbal, and presentation communication skills
- Displays the ability to be highly organized and flexible with multiple priorities and changing deadlines
- High level of aptitude for software systems and Microsoft Office. Specifically, Excel, Word, PowerPoint, Adobe/Foxit, and investment databases such as Bloomberg, Prequin, Morningstar, eVestment, and Investworks.
Requirements
- Bachelor’s Degree from an accredited College or University (Master’s Degree preferred)
- 5 years of relevant industry experience preferred
- CFA and/or CAIA preferred
Benefits of joining AndCo
AndCo employees enjoy opportunities to learn and grow alongside committed leaders and colleagues. In addition to a competitive salary, we offer the following benefits: Medical, Vision, Dental, Disability, Life insurance, 401(k) employer match, sick time and 14 paid company holidays in addition to a generous PTO package.
Equal Opportunity Employer
AndCo is an Equal Opportunity Employer. We invite all qualified applicants to apply and do not discriminate against individuals because of their race, color, religion, national origin, gender, physical or mental disability, veteran status or age.
Working Conditions
This job is located in Winter Park, Florida. Standard office hours are 8:00AM-5:00PM. This is an exempt position.
AndCo Consulting is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.
