CrawlJobs Logo

Investment Strategy Research

United States, New York 100000.00 - 160000.00 USD / Year · Job Posted February 18, 2026
Apply Position
Job Link Share

Job Description

iCapital is seeking a Research Associate or Assistant Vice President to join the Investment Strategy team and contribute to research across global public and private markets, alternative investments, disruptive technologies, and thematic investing. This role involves producing actionable insights, supporting white papers, market outlooks, building models, and collaborating with Senior Leadership to translate research into client-facing materials. The ideal candidate will work at the intersection of macro trends, portfolio strategy, and innovation within a fast-growing fintech platform.

Job Responsibility

  • Conduct macroeconomic, sectoral, and cross-asset research across equities, fixed income, FX and commodities, and private markets
  • Track policy actions, capital flows, and secular themes such as AI, energy transition and deglobalization to identify investment-relevant signals
  • Research and support the drafting of weekly market notes, quarterly outlooks, and long-form white papers
  • Support the preparation of executive presentations and advisor education materials aligned to iCapital’s market perspective
  • Support research and monitoring across private equity, private credit, real estate, infrastructure, and hedge fund strategies
  • Build and maintain financial models and leverage Bloomberg Terminal and Excel for data analysis
  • Partner with Investment teams and Senior Leadership to frame research questions and deliver executive-ready insights under tight timelines
  • Assist with establishing repeatable research processes and maintain a base knowledge of thematic and market intelligence

Requirements

  • 2-7 years of experience in investment banking, private markets or alternatives, asset management, or investment strategy and research
  • Demonstrated research experience across public or private markets
  • Expertise in Excel and Bloomberg Terminal
  • Able to work under tight deadlines, manage multiple priorities, and maintain attention to detail
  • Strong written and verbal communication skills
  • Comfortable crafting executive-level presentations
  • Passion and curiosity for global markets

Nice to have

  • Knowledge of Pitchbook, Preqin, Macrobond or other similar data service provider
  • Strong modeling and quantitative skills

What we offer

  • Equity for all full-time employees
  • Annual performance bonus
  • Employer matched retirement plan
  • Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
  • Parental leave
  • Unlimited paid time off (PTO)

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Investment Strategy Research

8 matching positions

Investment Strategy Research, International - Vice President

iCapital is seeking an Assistant Vice President or Vice President to join the In...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
icapital.com Logo
iCapital Network
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 7-14 years of experience in investment banking, asset management, private markets, or investment strategy/research, with a focus on international markets
  • Demonstrated expertise in macroeconomic and cross-asset research across EMEA and APAC regions
  • Strong understanding of alternative investments, including private equity, private credit, and real assets
  • Able to produce thought leadership content for institutional audiences such as white papers, thematic research, and market outlooks
  • Proficiency in Bloomberg Terminal and Excel and familiar with Pitchbook, Preqin, Macrobond, or similar data providers is preferred
  • Exceptional written and verbal communication skills, with the ability to craft executive-level presentations and client-facing materials
  • Able to manage multiple priorities under tight deadlines while maintaining attention to detail
  • Strong modeling and quantitative skills. Experience with scenario analysis and forecasting is a plus
  • Passion for global markets and curiosity about regional economic and policy developments
Job Responsibility
Job Responsibility
  • Conduct macroeconomic, sectoral, and cross-asset research across equities, fixed income, FX, commodities, and private markets with a focus on EMEA and APAC
  • Monitor policy developments, capital flows, and secular themes such as energy transition, AI adoption, and regional deglobalization trends
  • Produce high-quality thought leadership materials, including white papers, thematic reports, and market outlooks that are tailored to global institutional investors
  • Collaborate with the Portfolio Management Due Diligence team and Senior Leadership to frame research questions and deliver executive-ready insights under tight timelines
  • Support advisor education and client engagement by preparing presentations and market commentary aligned with iCapital’s global perspective
  • Participate in external-facing activities, including industry events, panels, and client discussions, to represent iCapital’s global investment views and research insights
  • Research and monitor private equity, private credit, real estate, infrastructure, and hedge fund strategies across international markets
  • Build and maintain financial models leveraging Bloomberg Terminal, Excel, and regional data sources for analysis
  • Help establish repeatable research processes and maintain a knowledge base of international market intelligence and thematic trends
What we offer
What we offer
  • Work in the office Monday-Thursday, with the flexibility to work remotely on Friday
  • Fulltime
Read More
Arrow Right

Assistant Vice President, Investment Research

We are seeking a Chicago-based Assistant Vice President to join the firm’s Inves...
Location
Location
United States , Chicago
Salary
Salary:
115000.00 - 140000.00 USD / Year
heitman.com Logo
Heitman
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A bachelor’s degree in real estate, urban studies, economics, finance, econometrics, statistics, data science, geography, or a related field
  • Minimum 5 years of direct experience in analyzing real estate investments. This could include work in real estate research, consulting, finance, or appraisal. (Candidates with other backgrounds that demonstrate strong research, analytical, and communication skills will also be considered.)
  • Excellent communication, organizational, and analytical skills with a passion for writing and presenting
  • A highly developed ability to juggle multiple assignments simultaneously
  • Fluency in Excel, PowerPoint, and data visualization. Programming experience or Power BI a plus
  • Comfort with creating, maintaining, and manipulating databases
  • Willingness to work independently on short deadlines
  • Intellectual curiosity and integrity
Job Responsibility
Job Responsibility
  • Tracking market conditions across primary and alternative property sectors
  • Synthesizing data from a range of sources (including third-party market data providers and Heitman’s own portfolio) with intel gathered from industry sources, market tours, and resources within other groups in the firm to create a house view on property sector fundamentals and opportunities
  • Analyzing data and creating models to formulate investment strategies and direct capital deployment related to individual property sectors and broader portfolio construction across a variety of equity and debt strategies
  • Using the above inputs to formulate and communicate investment strategies to capitalize on opportunities created by economic, demographic, capital market, and property market conditions
  • Working alongside the acquisition and debt teams on prospective property acquisitions, including assessments of local market conditions and trends, competitive properties, and identification of risks/opportunities
  • Supporting the portfolio and asset management teams with timely strategy recommendations, evaluation of investment performance, and hold/sell analyses for properties within the Heitman-managed North American portfolio and identification of risks/opportunities
  • Writing white papers and short articles for the Heitman thought leadership series on new investment markets or strategies, as well as current market trends and their investment implications
  • Creating content such as presentation slides and short videos for social media
  • Presenting to internal clients including senior management, the Investment and Valuation Committees, portfolio managers, and the acquisitions and debt teams about market trends, investment strategies, and the merits and risks related to individual investments
  • Interacting with clients in person and on conference calls
What we offer
What we offer
  • All of our team members are bonus eligible and participate in a generous annual bonus plan
  • competitive compensation and a leading-edge, human-centric benefits package
  • Fulltime
Read More
Arrow Right

Freelance Investment Research Analyst

As a freelance contributor, you will work on a project basis, delivering high-qu...
Location
Location
Hong Kong , Hong Kong
Salary
Salary:
Not provided
gain.pro Logo
Gain.pro
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Currently pursuing a Master’s or 3rd-year Bachelor’s degree, with previous internship experience in private equity, investment banking, or strategy consulting
  • A proven track record of excellence at a leading university in economics, business, or a quantitative field
  • A strong interest in finance and the ability to produce world-class investment research and in-depth analyses
  • Fluency in Chinese (Mandarin) and English is required (proficiency in Japanese or Korean is a distinct advantage)
  • Based in Hong Kong
  • Capacity to contribute approximately 120 project days
Job Responsibility
Job Responsibility
  • Company Profiling: Analysing businesses by collecting and processing financials, and synthesising business, market, and M&A track record overviews
  • Deal Opportunity Mapping: Forming integrated views on platform and add-on deal opportunities for leading PE clients, supported by our proprietary technology
  • Sector Research: Contributing to research initiatives and niche sector analyses regularly
  • Platform Insights: Providing feedback and support for ad-hoc projects aimed at enhancing platform data and project efficiency
What we offer
What we offer
  • Professional Partnership: Collaborate with a high-growth fintech scale-up with an international footprint
  • Remote Flexibility: Complete your deliverables from any location, with full autonomy over your schedule to accommodate university deadlines or exams
  • Expert Coaching: Access to experienced industry professionals who provide hands-on guidance, insights, feedback, and mentorship, enabling you to learn directly from experts and develop your investment research and analytical skills
  • Future Prospects: Long-term collaboration opportunities regardless of relocation. For top-tier contributors, this partnership can serve as a bridge to potential future full-time roles or a significant credential for careers in PE, banking, or consulting
Read More
Arrow Right

Senior Director of UX Design, Research & Content Strategy

We are seeking a Senior Director of UX Design, Research & Content Strategy to ow...
Location
Location
United States , Boston
Salary
Salary:
244000.00 - 357000.00 USD / Year
simplisafe.com Logo
SimpliSafe
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 15+ years in UX Design, UX Research, Content Strategy, or a combination
  • at least 6 years leading multi-disciplinary experience organizations (design + research + content), including org design, hiring, and operating model ownership
  • Demonstrated track record of UX and content strategy at the executive level in a consumer-facing DTC company, with measurable contribution to business outcomes (conversion, activation, retention, revenue)
  • Proven working depth across design, research, and content strategy disciplines
  • you must have sufficient depth to raise the quality bar, accelerate the team’s growth, and produce directly on the highest-stakes work
  • Demonstrated research discipline: experience building or running a research function where studies are scoped around open business questions. Able to say no to research that lacks decision context
  • C-suite-level influence through business fluency and clear thinking
  • Hands-on fluency with AI design and research tools: personal usage, a formed point of view on where they add value, and demonstrated experience driving team adoption
Job Responsibility
Job Responsibility
  • Own the multi-year UX vision across SimpliSafe's digital and physical products
  • define how design, research, and content strategy are structured, staffed, and measured as business outcomes (activation, retention, plan upgrade conversion), driving Customer Lifetime Value (CLV)
  • Establish a scalable design system and experience language across App (iOS/Android), web, and hardware interfaces
  • Own content strategy as a first-class discipline: ensure that the words, labels, flows, and in-product messaging across the SimpliSafe experience are purposeful and consistent
  • Set and enforce how UX integrates into the product development process from discovery through post-launch
  • ensure design and content intent survive the handoff to Engineering
  • Recruit, develop, and retain high-caliber designers, researchers, and content strategists
  • build managers who operate with autonomy, freeing you to lead at the organizational and strategic level. Continuously raise the bar: elevate the team’s output, hold individuals to business outcomes, and build a culture where good work is distinguished from great work
  • You will need to personally produce work on the highest-stakes problems where the team needs a standard set by example
  • Mature the research function from execution-focused to decision-driving: establish the standard that every study is scoped around an open business question, and build the team’s capability to hold that bar. Build a culture that treats research as a tool for answering open questions, not for validating assumptions or generating stakeholder comfort
What we offer
What we offer
  • A mission- and values-driven culture and a safe, inclusive environment where you can build, grow and thrive
  • A comprehensive total rewards package that supports your wellness and provides security for SimpliSafers and their families
  • Free SimpliSafe system and professional monitoring for your home
  • Employee Resource Groups (ERGs) that bring people together, give opportunities to network, mentor and develop, and advocate for change
  • participation in our annual bonus program, equity, and other forms of compensation, in addition to a full range of medical, retirement, and lifestyle benefits
  • Fulltime
Read More
Arrow Right
New

Manager, Product Management - Customer Assist Observability

Step into the cutting-edge world of Autonomous AI as the Product Manager for a p...
Location
Location
United States , McLean; Richmond; New York
Salary
Salary:
164800.00 - 205100.00 USD / Year
capitalone.com Logo
Capital One
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Currently has, or is in the process of obtaining one of the following with an expectation that the required degree will be obtained on or before the scheduled start date: A Bachelor's or Master’s Degree in a quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, Computer Engineering, Software Engineering, Mechanical Engineering, Information Systems or a related quantitative field), Business or Marketing
  • OR Bachelor's degree in any field and 3 years of Product Management experience
Job Responsibility
Job Responsibility
  • Spearhead strategy for system safety, automated controls, and robust observability
  • Partner cross-functionally to build scalable, technology-driven architectures that deploy real-time alerts, ensure compliance, and drastically reduce incident recovery times
  • Apply human-centered design and integrated problem-solving to translate complex whitespace challenges into an iterative roadmap
  • Empower internal stakeholders
  • Mitigate risks, uncover hidden opportunities, and drive strategic investments needed to win in the AI space
What we offer
What we offer
  • Performance based incentive compensation (cash bonus(es) and/or long term incentives (LTI))
  • Health, financial and other benefits (eligibility varies based on full or part-time status, exempt or non-exempt status, and management level)
  • Fulltime
Read More
Arrow Right
New

Senior Director, Product Design

As Senior Director, Product Design for Bentley Open Applications, you will set t...
Location
Location
Canada , Quebec
Salary
Salary:
Not provided
bentley.com Logo
Bentley Systems
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 12+ years in product design and research, with 7+ years leading teams, including experience managing managers and scaling organizations through growth and change
  • Proven track record influencing at the C-suite and executive level and shaping product strategy as a peer to senior Product and Engineering leaders
  • Strategic systems thinker with experience setting multi-year design vision and translating it into measurable business and user outcomes
  • Experience leading design in AI-enabled or data-intensive products, with a point of view on how AI reshapes user experience and design practice
  • Strong commercial acumen, including budget ownership, workforce planning, and prioritization across competing demands
  • Exceptional communicator, facilitator, and storyteller, able to inspire teams and influence executives alike
  • Experience in complex enterprise, B2B, or technical software domains (infrastructure, engineering, or industrial software a plus)
Job Responsibility
Job Responsibility
  • Set the multi-year vision and strategy for product design across Bentley Open Applications, ensuring that design is a driver of business outcomes, product differentiation, and user value
  • Lead and scale a multi-layered organization of UX designers and researchers, including managers and senior individual contributors, across a distributed global environment
  • Operate as a peer to leaders in Product Management and Engineering, representing design in executive forums and shaping portfolio-level roadmap, investment, and prioritization decisions
  • Champion AI integration across BOA products, identifying opportunities to embed AI capabilities that boost user productivity and surface intelligent insights for infrastructure professionals
  • Drive adoption of AI-assisted design and research workflows to accelerate delivery without compromising craft
  • Establish design principles and patterns for AI-powered experiences, ensuring trust, transparency, and explainability across the portfolio
  • Define and evolve the design operating model, including design systems, research practices, experience strategy, and standards of craft across the portfolio
  • Advocate for responsible and ethical AI, embedding considerations around bias, user agency, and privacy into design decisions
  • Build and steward executive and cross-functional relationships, influencing senior leaders across product, engineering, marketing, and data to align user-centered priorities
  • Own department budget, headcount planning, and organizational design, making strategic investment decisions that balance growth, capability, and efficiency
What we offer
What we offer
  • A collaborative work environment where ideas flourish, and teamwork propels us forward towards shared success
  • An attractive salary and benefits package
  • Bentley Impact Day: take a day off from work to volunteer with an organization of your choice
  • Celebrate milestone achievements and moments that matter through our colleague recognition award programs and our Bentley Achievers platform
  • A commitment to inclusion, belonging and colleague wellbeing through global initiatives and resource groups
Read More
Arrow Right
New

Director of Product Management- MDE

Would you like to spend your days protecting hundreds of millions of people from...
Location
Location
United States , Redmond
Salary
Salary:
165600.00 - 296400.00 USD / Year
https://www.microsoft.com/ Logo
Microsoft Corporation
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's Degree AND 10+ years experience in product/service/program management or software development OR equivalent experience.
  • 3+ years people management experience.
  • Bachelor's Degree AND 15+ years experience in product/service/program management or software development OR equivalent experience.
  • 5+ years people management experience.
  • 6+ years experience taking a product, feature, or experience to market (e.g., design, addressing product market fit, and launch, internal tool/framework).
  • 8+ years experience improving product metrics for a product, feature, or experience in a market (e.g., growing customer base, expanding customer usage, avoiding customer churn).
  • 8+ years experience disrupting a market for a product, feature, or experience (e.g.,. competitive disruption, taking the place of an established competing product).
  • Demonstrated product leadership in endpoint security, EDR/XDR, or threat protection (e.g., Microsoft Defender, CrowdStrike, SentinelOne, Palo Alto), with deep understanding of the modern threat landscape — ransomware, advanced persistent threats, and the adversary tactics enterprises defend against.
  • Proven ability to engage credibly with CISOs, SOC/security-operations teams, threat researchers, and security engineers, translating real-world defender needs into product strategy and roadmap decisions.
  • Sufficient technical fluency in endpoint architecture, detection-and-response, and security efficacy to "go deep" with engineering and threat-research teams on hard trade-offs — paired with the strategic instincts to run a multi-billion-dollar business.
Job Responsibility
Job Responsibility
  • Own product strategy & vision — Define and communicate a compelling long-term vision and multi-year strategy for Microsoft Defender for Endpoint, ensuring MDE remains the world's best endpoint protection solution and the anchor of the Microsoft Defender business.
  • Lead and grow a global PM organization — Manage, mentor, and develop a team of product managers across the Redmond, Tel Aviv, and Hyderabad hubs, fostering a high-performance, customer-obsessed culture.
  • Own the roadmap & drive execution — Set and deliver the MDE roadmap end-to-end, partnering closely with engineering, design, research, and threat-intelligence teams to ship high-quality capabilities on time and at global scale.
  • Lead customer & analyst relationships — Act as a senior product voice with enterprise customers, CISOs, and industry analysts (e.g., Gartner, Forrester), turning their needs and feedback into product direction and strengthening MDE's market leadership.
  • Own the competitive narrative — Define how MDE wins against the endpoint-security competitive set, shaping positioning, differentiation, and the go-to-market story in partnership with marketing.
  • Drive cross-Microsoft integration — Partner horizontally at the highest levels across M365, Windows, Azure, Microsoft AI, and the internal Digital and CISO organizations, and work shoulder-to-shoulder with Sentinel, Defender XDR, Entra, Purview, and Intune to ensure MDE is a seamlessly integrated part of Microsoft's comprehensive security offering.
  • Establish metrics & accountability — Set clear OKRs and success measures (growth, adoption, protection efficacy, customer satisfaction), and use data to prioritize investments and report progress to senior leadership.
  • Represent MDE externally — Serve as a credible spokesperson for Microsoft's endpoint-security approach in customer engagements, industry forums, and executive briefings.
What we offer
What we offer
  • Certain roles may be eligible for benefits and other compensation.
  • Fulltime
Read More
Arrow Right
New

Interim (Senior) Strategy Manager

Working in close collaboration with colleagues in the Strategy Unit and beyond, ...
Location
Location
United Kingdom , London
Salary
Salary:
58500.00 - 72800.00 GBP / Year
nesta.org.uk Logo
Nesta
Expiration Date
July 27, 2026
Flip Icon
Requirements
Requirements
  • Strategy experience: You have several years or more of strategy experience, gained either through management consultancy or through an internal strategy role. You are able to effectively apply your experience and knowledge of strategy to Nesta's specific context.
  • Problem-solving and insight: You have experience leading projects to resolve complex, multifaceted problems with multiple senior stakeholders and no obvious answer. You are able to scope an ambiguous problem, break it down into logically distinct pieces and work in a hypothesis driven way to resolve it. You are able to bring together research, analysis, stakeholder input and judgement to produce clear insights and recommendations.
  • Analytical skills: You have strong analytical skills, both qualitative and quantitative. This includes competence with spreadsheets and financial analysis. You are able to draw relevant and accurate conclusions based on this analysis.
  • Project management and ownership: You default to taking ownership and are able to drive projects forward proactively and reliably to reach answers. You have a demonstrated ability to effectively balance that with bringing others along and seeking the input / guidance required to reach a quality conclusion.
  • Efficiency: You are able to work in an '80/20' way, identifying the 20% of work that will generate 80% of the answer, and you can quickly and accurately right-size a piece of work, neither over- nor under-investing in proportion to its relative significance. You make abstract ideas concrete quickly and love to prototype and test before committing significant effort.
  • Stakeholder engagement: You are a natural relationship-builder and see engaging others in your work as a core part of your skillset. You are able to engage a variety of stakeholders, anticipating their needs and concerns, facilitating efficient and value-adding inputs, and proactively bringing them along with your emerging findings. You can 'manage up' effectively, keeping senior stakeholders informed and bringing them in at the right time.
  • Communication skills: You are an exceptionally clear communicator with experience delivering high-quality written and verbal outputs and a demonstrated ability to synthesise complex issues into clear and concise messages for a senior audience. You can articulate clear and compelling arguments both through slides and longer-form written documents.
  • Creativity: You are open to new ways of working and thinking and bring open mindedness and intellectual curiosity to your work and to the team. You are able to switch modes effectively and sensitively, knowing when to open up a conversation with bold and unusual ideas and when to narrow down to generate focus and momentum.
Job Responsibility
Job Responsibility
  • Driving future strategic reviews: Playing a central role in shaping Nesta's long-term strategic direction, including by leading preparatory research and supporting the delivery of future strategic reviews.
  • Project leadership: Scoping and leading discrete strategic projects (ranging from a few weeks to several months) to accelerate progress towards our mission goals or address challenges, for example by helping to drive forward mission 'big bet' opportunities or optimise organisational performance. This will involve taking ownership of the project, defining and structuring complex questions, driving forward high-quality analysis with a level of depth and rigour commensurate with the size and importance of the problem, synthesising the key insights, making clear and actionable recommendations, and effectively managing stakeholders.
  • Delivering corporate routines: Leading corporate routines to measure our impact, assess progress towards our mission goals, identify opportunities and challenges, and ensure alignment on forward priorities.
  • Stakeholder management and influence: Building trusted relationships across Nesta's mission teams and other parts of the organisation.
  • Team capability building: Supporting the Head of Strategy to maximise the impact of the Strategy Unit, including by coaching and mentoring other members of the Strategy Unit in structured, hypothesis-driven problem-solving, prioritisation, and effective stakeholder management.
What we offer
What we offer
  • health cash plans
  • dental insurance
  • the ability to buy and sell annual leave
  • eyecare vouchers
  • Fulltime
Read More
Arrow Right