CANTERBURY CONSULTING Associate, Private Capital Research Salary in the United States

About Canterbury Consulting

Canterbury Consulting, Inc. ("Canterbury") is a 50+-person professional services firm that provides investment advice to a broad set of clients with net assets ranging from $10M to $2B.  Clients are both tax-exempt - public and private foundations, endowments and pension plans - and taxable - corporate plans and high net worth and ultra-high net worth individuals and families - and invest in both traditional assets such as public equities and bonds and alternative assets such as private capital, hedge funds and real assets (commodities, real estate, etc.).  Canterbury customizes each client’s portfolio based on his or her needs, wants, risk preferences and liquidity requirements.  The average tenure of Canterbury's clients is 10+ years.

Position Overview

Canterbury is seeking candidates with excellent quantitative, qualitative, communication, and interpersonal skills for an Associate position on Canterbury’s Private Capital Research Team.  The position’s 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.

Qualifications

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 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 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 private capital research
• Travel - you will be required to travel from time to time

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 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.

Please send cover letter, relevant work samples, and resume to careers@canterburyconsulting.com and reference the position “Associate, Investment Research” in the subject line.  Extra effort and personal touches will be looked upon favorably.  All submissions will be kept strictly confidential.