Analyst
Hybrid - US
Future Opening: Analyst
Fulltime • Hybrid - US
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Free food & snacks
- Health insurance
- Paid time off
- Parental leave
- Profit sharing
Job Title: Analyst
Department: Manager Research
Reports To: Managing Director
Position Overview
Canterbury is seeking candidates with excellent quantitative, qualitative, communication, and interpersonal skills for an Analyst position on Canterbury’s Research Team. The position’s primary role will be to engage broadly in all areas of Long Only and Private Capital research. The individual will need to excel in a team environment while also being comfortable working independently at times. The individual is expected to exhibit high ethical standards.
Analyst, Canterbury Consulting
The successful Research Analyst has the following characteristics:
The successful Research Analyst has the following characteristics:
- Internship experience or one year of experience in investment, consulting, corporate finance, or other relevant areas; Private Capital experience within these functions strongly preferred but not required
- Excellent written and verbal communication skills, with the ability to construct clear, effective arguments in support of an investment thesis
- Ability to work independently, demonstrate attention to detail, and manage multiple tasks/deadlines effectively
- Intellectual curiosity and developing investment judgment
- Ability to work effectively in a collaborative, collegial team environment
- Strong problem-solving and analytical skills
- High proficiency in Microsoft applications; experience with Preqin, Pitchbook, the Morningstar Direct platform, Factset, and Bloomberg Terminal a plus
The primary responsibilities of a Research Analyst is to:
- Participate in conference calls and meetings with prospective and existing managers
- Support the Vice President on managing the inflow of investment opportunities
- Contribute to the due diligence of new managers, e.g., reference calls, investment memorandums, and closing process
- Maintain quantitative and qualitative manager information within the firm’s internal database
- Monitor and update internal reports on manager performance, activity, and holdings
- Work closely with the Vice President and other senior Canterbury professionals across all aspects of research
- Travel – not required but there may be the opportunity to travel.
Education:
- A degree in finance, economics, or a related field
- Enrollment in the CFA, CAIA programs are highly preferred
At Canterbury, we expect our Research Analyst to learn at a fast pace in a demanding environment, and demonstrate excellent problem solving and interpersonal skills. From your first day on the job, you will be an integral part of the process in helping our clients achieve investment success.
Please send cover letter, relevant work samples, and resume to careers@canterburyconsulting.com and reference the position “Analyst, Manager Research” in the subject line. Extra effort and personal touches will be looked upon favorably. All submissions will be kept strictly confidential.
Flexible work from home options available.
Compensation: $80,000.00 - $85,000.00 per year
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA with 65+ employees. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations and health care organizations, as well as family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Named as one of the Best Places to Work by the Orange County Business Journal in 2025, 2024, 2023, 2022, 2021, 2020, and 2015. Canterbury Consulting was also recognized in the nationwide survey by Pensions and Investments magazine as one of the Best Places to Work in Money Management in 2024, 2023, 2022, 2021 and 2020.
(if you already have a resume on Indeed)