Research Associate – Investor Data

Skills

About the Role

You will research alternative-market investors, maintain and verify investor profiles, and resolve data-quality issues. You will support approved AI and web-monitoring tools with human oversight, conduct outreach, preserve audit-ready source records, and improve research workflows with cross-functional partners.

Requirements

• Bachelor’s degree or equivalent professional experience
• 4+ years in alternatives, private markets, or institutional-investor research
• Knowledge of the alternative investment market
• Analytical judgment and data literacy
• Ability to reconcile evidence, manage competing priorities, and document decisions
• Technical literacy and interest in automation techniques
• Communication and cross-functional collaboration skills

Responsibilities

• Research alternative-market investors using approved public and proprietary sources
• Maintain investor profiles and interpret developments for clients
• Build, test, and refine approved AI agents, agentic workflows, and web-monitoring tools
• Validate tool outputs with human oversight
• Conduct approved outreach to verify information and capture investor intelligence
• Review and correct data, reconcile conflicting evidence, and resolve exceptions
• Maintain source provenance and audit-ready records
• Follow governance, privacy, security, and AI-risk standards
• Collaborate to improve workflows and measure data quality and efficiency

Benefits

• Annual discretionary bonus
• Retirement plan
• Tuition reimbursement
• Healthcare
• Leave benefits
• Support for working parents
• Flexible Time Off