Prime Buchholz LLC is a B-Corp organization focused on aligning success with a positive impact on the world. The Director of Research will provide research support and analytical insight across investment and operational initiatives, focusing on private equity and real assets while collaborating with various teams throughout the firm.
Responsibilities
- Assist with private equity and real assets manager due diligence, monitoring, and manager searches, including data review and analysis
- Support market, universe, and peer research projects under the guidance of senior team members
- Participate in manager calls and meetings and prepare summaries and research notes
- Contribute to asset class committee materials, reports, and presentations for internal and external use
- Review and summarize information from manager materials, due diligence documents, and external data sources
- Generate and distribute performance, market, and economic reports using research platforms such as PitchBook, Refinitiv, FactSet, and Tableau
- Collaborate with research team members across asset classes to support research initiatives and team workflows
Skills
- Bachelor's degree in finance or business-related field (preferred but not required)
- Interest in pursuing CFA, CAIA and/or other related degree-program(s) over time
- 1-3 years of investment experience
- Ability to thrive in a fast paced, deadline-oriented office environment
- Willingness to periodically travel between offices, to conferences, manager meetings, etc
- Experience using systems such as QuickBase, tableau, investment metrics, FactSet, and/or Refinitiv preferred
Benefits
- Enjoy the flexibility of working from home up to two days a week, with a weekly anchor day in the office to foster team collaboration and connection.
- Plan for your future with our 401(k) match and profit-sharing program, designed to help you build long-term financial security.
- We support your commitment to giving back with matching charitable contributions and paid volunteer time for causes that matter to you.
- Take time to recharge with our flexible time-off policy and 11 paid holidays.
- Plus, we offer additional time off to support you through life’s major milestones, including family growth.
- In addition to base pay, all positions are bonus-eligible — because we believe your contributions should be recognized and rewarded.
Company Overview
Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm. It was founded in 1988, and is headquartered in Portsmouth, New Hampshire, USA, with a workforce of 51-200 employees. Its website is https://www.primebuchholz.com/.
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