Investment Research Analyst

Investment Research Analyst

We are Seeking:

An experienced and analytical Investment Research Analyst to enhance our team. The Investment Research Analyst will analyze a variety of data sources Dakota has collected as well as external sources to derive insights valuable to our Dakota Marketplace members as well as to identify potential private investment firms and strategies for our fundraising team.

Core Responsibilities:

• Perform market research and analysis

• Create industry and investment strategy specific research reports

• Assist in idea generation, source investment manager relationships through networks, market research and independent analysis

• Collaborate with senior members of the investment team to identify and evaluate potential investment opportunities

• Corroborate with sales team with institutional client interactions

Required Qualifications:

• 5-10 years experience as a investment research analyst across multiple asset classes

• Investment manager sourcing and diligencing experience

• Superior verbal and demonstrated written communication skills

• Demonstrated track record of analyzing data to tell a compelling story

• Desire to join a smaller team with a "yes" mentality as it relates to taking on multiple responsibilities

• Detail oriented and possess strong analytical, due diligence, and problem-solving skills

• Undergraduate or graduate degree from a leading institution with evidence of strong academic success

Our Core Values:

• Know Who to Call On

• Be a Master Messenger

• Have a KILLER Follow up System

• Focus on What Matters Most

• Walk the 8 Feet

• Don't Go Cowboy

• ASK

If you resonate with our values and are looking for a role where your skills can make a direct impact, Dakota is your ideal next step. Apply now to join a team that values insight, initiative, and integrity.

About Dakota:

Dakota Marketplace is the leading intelligence platform on Institutional and RIA data. Our platform is used by hundreds of investment firms to enable their sales teams with the most up-to-date and accurate data on their prospects. We are a rapidly growing startup company that has grown to ~$10MMM in ARR in just 4 years. We are looking to add a new team member to our team located in Philadelphia, Pennsylvania. Our Core Values are:

• Know Who to Call On

• Be a Master Messenger

• Have a KILLER Follow up System

• Focus on What Matters Most

• Walk the 8 Feet

• Don't Go Cowboy

• ASK

Dakota has been on a mission to create a culture that combines a heavy growth mindset while always being kind to your teammates. We have a "family-first" culture, which means make your kids events, all of them. We treat one another with respect and as adults where we do not have a T&E policy or vacation policy. Take the time you want. If our Culture and Core Values speak to you, then you will be a great fit with the Dakota team!