Research Associate - Impact and Privates

Ballentine Partners is a leading independent wealth management firm seeking a Research Associate to join its growing Investments team. The successful candidate will assist in identifying opportunities and conducting due diligence across private market asset classes, including private equity, private credit, and real assets.

Requirements

• Working as part of the investment team to assist in private research and the evaluation of private investment opportunities
• Helping maintain database of managers and investments; reporting on status of managers in process currently and historically
• Helping identify and source investment opportunities in private funds and co-investments
• Helping maintain current partner relationships
• Evaluate macroeconomic, demographic, and societal trends to identify areas of investment
• Assisting in all steps of the investment process including due diligence, preparation, and presentation of investment committee materials
• Working with legal, accounting, and fund administration to execute transactions and manage the portfolio
• Promoting a culture of collaboration and willingness to work cross-functionally to add value across the investment platform

Benefits

• Completely paid for dental, vision, short-term disability, long-term disability, and life insurance
• Cost sharing on medical insurance
• Extensive time-off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off
• Corporate matching program
• Support for certifications and continuing education