Associate, Private Capital Research
Associate, Private Capital Research
Posted on :
26-07-2025
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1 Vacancy
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Yearly Salary
$ 70000 - 85000
Vacancy
1 Vacancy
Posted on :
26-07-2025
Job Description
Location: Newport Beach CA
Job Type: Full-Time
Salary Range: $70000 - $85000 annual salary
Posting Date: 07/23/2025
Job Type: Full-Time
Salary Range: $70000 - $85000 annual salary
Posting Date: 07/23/2025
About Canterbury Consulting
Canterbury Consulting is an independent investment advisory firm based in Newport Beach CA. Canterbury provides consulting services to community foundations educational endowments religious organizations arts and cultural foundations health care organizations and family offices. Founded in 1988 the firm designs and manages custom investment programs aligned with each clients goals. Canterbury is 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 one of the Best Places to Work by two publications for five consecutive years: the Orange County Business Journal and Pensions and Investments Magazine 2020-2024.
Canterbury Consulting is an independent investment advisory firm based in Newport Beach CA. Canterbury provides consulting services to community foundations educational endowments religious organizations arts and cultural foundations health care organizations and family offices. Founded in 1988 the firm designs and manages custom investment programs aligned with each clients goals. Canterbury is 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 one of the Best Places to Work by two publications for five consecutive years: the Orange County Business Journal and Pensions and Investments Magazine 2020-2024.
Canterbury Consulting is deeply committed to cultivating a dynamic collaborative environment. We are approximately 70 like-minded professionals passionate about helping our clients work towards their missions - from endowments and foundations to healthcare organizations and families. We believe each individuals unique skills and experiences contribute to greater experiences for all. Through a culture of respect accountability and teamwork we empower our people to have a real impact on their clients and the community.
Position Overview
Canterbury is seeking candidates with excellent quantitative qualitative communication and interpersonal skills for an Associate position on Canterburys Private Capital Research Team. The positions primary role will be to engage broadly in all areas of 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.
At Canterbury we expect our Research Associates 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.
Canterbury is seeking candidates with excellent quantitative qualitative communication and interpersonal skills for an Associate position on Canterburys Private Capital Research Team. The positions primary role will be to engage broadly in all areas of 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.
At Canterbury we expect our Research Associates 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.
Associate Private Capital Research at Canterbury Consulting
The successful Research Associate has the following characteristics:
At least two years of investment consulting corporate finance or other relevant experience; Private Capital experience within these functions strongly preferred
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 the Morningstar Direct platform and Bloomberg Terminal a plus
The successful Research Associate has the following characteristics:
At least two years of investment consulting corporate finance or other relevant experience; Private Capital experience within these functions strongly preferred
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 the Morningstar Direct platform and Bloomberg Terminal a plus
The primary responsibilities of a Research Associate is to:
Participate in conference calls and meetings with prospective and existing private capital and private real estate managers
Support the Vice President on sourcing and 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 firms 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 private capital research
Participate in conference calls and meetings with prospective and existing private capital and private real estate managers
Support the Vice President on sourcing and 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 firms 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 private capital research
Education:
A degree in finance economics or a related field
Enrollment in the CFA CAIA programs are highly preferred
Benefits
Benefits package include: medical dental life disability and vision insurance
A degree in finance economics or a related field
Enrollment in the CFA CAIA programs are highly preferred
Benefits
Benefits package include: medical dental life disability and vision insurance
401k program with a company match
Profit sharing plan
CFA and other professional certifications sponsorship
12 paid holidays and 17 days of paid time off the first year of employment
Flexible schedule options
Physical Requirements
Musculoskeletal Endurance: Ability to remain in a stationary position for extended periods
Manual dexterity: Frequently operates a computer and other office equipment
Visual Acuity: Must be able to visually inspect documents and computer screens for accuracy
Mobility: Occasionally move objects up to 25 pounds
Physical Requirements
Musculoskeletal Endurance: Ability to remain in a stationary position for extended periods
Manual dexterity: Frequently operates a computer and other office equipment
Visual Acuity: Must be able to visually inspect documents and computer screens for accuracy
Mobility: Occasionally move objects up to 25 pounds
Work Environment
Environmental Conditions: The work is performed in a typical office environment with moderate noise levels and controlled temperatures
Hybrid Work Schedule: Employees are expected work in the office on Tuesdays Wednesdays and Thursdays with the option to work remote or in the office on Mondays & Fridays
Collaboration: Collaborative and team-oriented culture with regular staff meetings and events
Communication: Must be able to communicate effectively with team members and clients
Travel: Required to travel from time to time
How to Apply
Hybrid Work Schedule: Employees are expected work in the office on Tuesdays Wednesdays and Thursdays with the option to work remote or in the office on Mondays & Fridays
Collaboration: Collaborative and team-oriented culture with regular staff meetings and events
Communication: Must be able to communicate effectively with team members and clients
Travel: Required to travel from time to time
How to Apply
Flexible work from home options available.
Compensation: $70000.00 - $85000.00 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 clients 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 inand 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 inand 2020.
Required Experience:
IC
Employment Type
Full-Time
Key Skills
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