Research Analyst - EASY APPLY WILL NOT BE ACCEPTED

Angeles Investment Advisors, LLC is an employee-owned investment advisory firm based in Santa Monica, CA, providing investment management and advisory services to institutional clients. They are seeking a highly motivated Research Analyst to support investment research across public markets, focusing on global equities and fixed income strategies, alongside private credit strategies.

Responsibilities

• Source, screen, and evaluate prospective investment managers for inclusion in client portfolios
• Conduct due diligence on investment opportunities, including third-party managers and private credit co-investments
• Prepare clear, thoughtful written summaries that articulate the investment thesis, key insights, and recommended next steps
• Review ongoing manager communications, including performance reports, investor letters, and presentations
• Conduct and document periodic update meetings with existing managers, while assessing and tracking changes in investment process, personnel, and performance
• Support the monitoring of portfolio performance, exposures, and liquidity characteristics across public and private credit investments
• Assist in analyzing portfolio positioning across asset classes and strategies, and contribute to client reporting deliverables, including portfolio commentary and presentation materials
• Participate in investment committee discussions by helping prepare materials and contributing research insights to support investment decision-making
• Perform other duties and ad hoc projects as needed to support the broader investment team

Skills

• Bachelor's degree (any discipline; quantitative or analytical backgrounds preferred)
• 1-5 years of relevant experience in investment research, asset management, or consulting (flexible depending on level)
• Strong analytical and critical thinking skills, with a high degree of attention to detail
• Excellent written and verbal communication skills, with the ability to distill complex investment ideas clearly and concisely
• Demonstrated interest in investment research and financial markets, with a desire to develop long-term expertise
• Entrepreneurial, self-starter mindset with the ability to take initiative and work independently
• Intellectual curiosity and a strong interest in developing investment judgment
• Ability to form independent views and thoughtfully challenge investment ideas
• Advanced proficiency in Microsoft Excel; familiarity with PowerPoint
• Progress toward or completion of CFA designation
• Experience with credit research and credit-oriented investment strategies
• Experience working in Jupyter Notebook environments
• Experience with data analysis using Python libraries (e.g., Pandas, NumPy)
• Understanding of programming fundamentals (loops, conditionals, functions)
• Basic familiarity with API usage, including data extraction and transformation

Benefits

• Comprehensive benefits package, including health coverage and a 401(k) plan with employer match
• Support for professional development, including CFA and educational expense reimbursement
• Hybrid work environment, with two days per week in the Santa Monica office

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