Prime Buchholz LLC · 20 hours ago
Research Analyst
Prime Buchholz LLC is a proud B-Corp organization focused on aligning success with a positive impact on the world. The Research Analyst will provide research support and analytical insight across various investment and operational initiatives, primarily focusing on private equity and real assets.
FinanceConsultingFinTechVenture CapitalFinancial Services
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
Qualification
Required
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
Preferred
Experience using systems such as QuickBase, tableau, investment metrics, FactSet, and/or Refinitiv
Benefits
Flexibility & Balance: 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.
Savings: Plan for your future with our 401(k) match and profit-sharing program, designed to help you build long-term financial security.
Community: We support your commitment to giving back with matching charitable contributions and paid volunteer time for causes that matter to you.
Time: 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.
Company
Prime Buchholz LLC
Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.
Funding
Current Stage
Growth StageRecent News
Institutional Investor
2025-11-25
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