Research Associate at Alan Biller and Associates in Menlo Park, CA

We are seeking Research Associates to assist Analysts on a broad range of asset classes, including public equities, fixed income, private equity, private debt, infrastructure, and commercial real estate. The ideal candidate is seeking a robust experience in institutional portfolio construction and manager research.

Responsibilities:

• Qualitative and quantitative analysis to assess investment strategies
• Due diligence includes data analysis, manager conference calls, on-site visits, and write-ups
• Analyze manager performance to determine the drivers of risk and return, alpha composition, and the robustness of the strategy in various market environments
• Work collaboratively with team members

Requirements:

• Bachelor’s degree in Economics, Finance or Business
• CFA preferred and a desire to pursue the designation if not completed
• Three years (or more) of relevant experience, especially in institutional investments
• Working knowledge of investment strategies and capital markets
• Proficient with Excel and financial information systems (e.g. eVestment, HFR, MPI)
• Experience with portfolio analytics/attribution through Barclays Point, Factset, or Bloomberg
• Strong quantitative, analytical, and problem-solving skills. Detail oriented and ability to synthesize data and make deductive decisions.
• Excellent communication skills - written, verbal and presentation skills for internal/external audiences as well as strong listening and questioning skills
• Robust organizational skills and ability to work effectively under pressure
• Team player with strong interpersonal skills and work ethic
• Willingness to take initiative, exercise independent judgment and act decisively

Benefits:
We offer a full complement of benefits including medical, dental, vision, group life, short and long-term disability, 401(k), a “take what you need” time off policy and reimbursement of expenses for work related certifications such as CFA, CAIA and CIPM.

Company:

Since 1982, Alan Biller and Associates has specialized in fiduciary consulting to employee benefit plans. As of April 2026, we consult on approximately $170 billion in client assets, and approximately $75 billion of which we have discretion as OCIO, making us one of the largest OCIOs to Defined Benefits plans in the country. We have an impeccable reputation for ethical behavior, and for making recommendations and decisions based on strong and independent research. We do not offer any proprietary products. The Firm has a practice of promoting from within and rewards significant contributors to the Company.

In determining the base salary, relevant and number of years’ experience are considered.

Alan Biller and Associates is an equal opportunity employer. Candidates must be legally authorized to work permanently in the US to be considered. We are unable to provide visa sponsorship for this position.