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Investment Analyst


Investment Analyst


The Product Management group at Research Affiliates is responsible for the oversight of the firm’s investment strategies which includes product development, business development, messaging, and analytical support. The investment analyst position provides analytics support to Product Management and the firm’s client facing team and includes fulfilling day-to-day analytics and attribution requests from clients, creation/maintenance of standard reports on Research Affiliates’ investment strategies, and creation of presentation material. In this role, you will work closely with both the client facing, research, marketing, and compliance teams.


Roles and Responsibilities

  • Create charts and graphs for use in client service and prospect presentations.
  • Update presentation material and standard performance and characteristic reports for Research Affiliates’ investment strategies.
  • Conduct analysis on RAFI performance and peer comparisons.
  • Generate performance attributions and other ad hoc analytics using FactSet.
  • Create written commentary on investment strategy performance.
  • Provide analytics support to product managers.


Education and Experience

  • Proficiency with Microsoft Excel and PowerPoint required.
  • Degree in Business/Economics or Mathematics/Statistics/Engineering preferred.
  • Attention to detail and strong interpersonal skills necessary.
  • Knowledge of capital markets and investment concepts required.
  • 2-5 years of investment industry experience.
  • Interest in pursuing the CFA designation a plus.
  • Experience with FactSet, Morningstar and Bloomberg a plus.


Email cover letter and CV to:

Research Affiliates
620 Newport Center Drive, Ste. 900
Newport Beach, CA 92660

RA provides equal employment opportunities to all applicants and employees. The Company makes all employment decisions based on merit, qualifications and competence. Equal employment opportunity is the law, and discrimination is also inconsistent with RA’s core values. RA believes success is linked to having the most qualified and ethical team in its industry. As a result, the Company and its employees do not and will not discriminate against any employee or applicant based on race, color, religion, sex or gender (including gender identity and gender expression), sexual orientation, pregnancy, age, disability, national origin or ancestry, citizenship status, marital status, creed, medical condition, genetic characteristics or genetic information, military service or veteran status, or any other characteristics protected by federal, state, or local laws prohibiting discrimination.