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
Company Overview
Angeles Investments is a multi-asset investment firm that provides investment solutions to institutional and private wealth clients. It was founded in 2001, and is headquartered in Santa Monica, California, USA, with a workforce of 11-50 employees. Its website is https://www.angelesinvestments.com.