At a Glance
- Tasks: Join our team to evaluate investment opportunities in private and public companies.
- Company: Soros Fund Management is a leading global asset manager with a focus on social impact.
- Benefits: Enjoy competitive salary, year-end bonuses, and a culture of continuous growth.
- Why this job: Be part of a dynamic team that values innovation and integrity while making a meaningful impact.
- Qualifications: Bachelor’s degree and 2-4 years in finance; strong interest in investing required.
- Other info: Ideal for those eager to grow in a fast-paced, collaborative environment.
The predicted salary is between 100000 - 120000 £ per year.
Soros Fund Management LLC (SFM) is a global asset manager and family office founded by George Soros in 1970. With $28 billion in assets under management (AUM), SFM serves as the principal asset manager for the Open Society Foundations, one of the world’s largest charitable foundations dedicated to advancing justice, human rights, and democracy. Distinct from other investment platforms, SFM thrives on agility, acting decisively when conviction is high and exercising patience when it’s not. With permanent capital, a select group of major clients, and an unconstrained mandate, we invest opportunistically with a long-term view. Our teams operate with autonomy, while cross-team collaboration strengthens our conviction and empowers us to capitalize on market dislocations. At SFM, we foster an ownership mindset, encouraging professionals to challenge the status quo, innovate, and take initiative. We prioritize development, enabling team members to push beyond their roles, voice bold ideas, and contribute to our long-term success. This culture of continuous growth and constructive debate fuels innovation and drives efficiencies. Our impact is measured by both the returns we generate and the values we uphold, from environmental stewardship to social responsibility. Operating as a unified team across geographies and mandates, we remain committed to our mission, ensuring a meaningful, lasting impact. Headquartered in New York City with offices in Greenwich, Garden City, London, and Dublin, SFM employs 200 professionals.
SFM’s Crossover Investing team is looking to add a junior analyst to evaluate investment opportunities across private and public companies. The team has a global mandate across all sectors and across the capital structure, with a preference for taking concentrated positions. The ideal candidate should have a strong interest in investing privately and publicly, possess excellent financial modeling skills, and be versatile across industries, with a deep sense of integrity and eagerness to grow.
Major Responsibilities
- Support the investment team in evaluating crossover investment opportunities across private and public companies
- Perform due diligence on potential investments and consolidate findings into detailed reports
- Assist in managing existing investments and providing regular updates to the team
- Conduct independent research, valuation, and industry analyses
- Create and maintain detailed financial models and internal reports
- Interact with internal and external subject matter experts
- Engage with management teams and corporates
- Review investor reports and third-party research
What We Value
- Bachelor’s degree from a top university
- 2-4 years of experience in the financial industry, preferably investment banking or the buy-side in long/short equity, private equity, or venture capital
- A strong demonstrated interest in investing in private and public companies across sectors and across capital structure
- Ideal background from TMT, Consumer, Industrials, or Healthcare
- Ability to conduct comprehensive fundamental research independently
- Stellar problem-solving, analytical, and quantitative skills
- Expected to have outstanding financial modeling abilities
- Excellent written and verbal communication skills
- Able to engage confidently with C-level executives
- Comfortable in a high-pressure, fast-paced environment
- Able to take direction and show initiative as appropriate
- Possesses a deep sense of integrity and intellectual honesty
- Has demonstrated an ability to work effectively on a team
- Ability to speak a second language preferred
We anticipate the base salary for this role will be in the range of $125k – $150k. In addition to a base salary, the successful candidate will also be eligible to receive a discretionary year-end bonus, as well as other benefits. In all respects, candidates need to reflect the following SFM core values: Smart risk-taking // Owner’s Mindset // Teamwork // Humility // Integrity
Research Analyst - Crossover Equity Investing New York employer: Soros Fund Management LLC
Contact Detail:
Soros Fund Management LLC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Research Analyst - Crossover Equity Investing New York
✨Tip Number 1
Familiarise yourself with the latest trends in crossover equity investing. Understanding how private and public companies interact can give you an edge during interviews, showing your genuine interest in the field.
✨Tip Number 2
Network with professionals in the financial industry, especially those who have experience in investment banking or private equity. Engaging with them can provide insights into the role and potentially lead to referrals.
✨Tip Number 3
Brush up on your financial modelling skills. Being able to demonstrate your proficiency in creating and maintaining detailed financial models will be crucial in showcasing your capabilities to the hiring team.
✨Tip Number 4
Prepare to discuss your analytical and problem-solving skills in detail. Be ready to share examples of how you've tackled complex financial analyses or investment opportunities in past roles.
We think you need these skills to ace Research Analyst - Crossover Equity Investing New York
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the financial industry, particularly in investment banking or private equity. Emphasise your skills in financial modelling and any specific sectors you have worked in, such as TMT, Consumer, Industrials, or Healthcare.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investing in both private and public companies. Mention specific experiences that demonstrate your analytical skills and ability to conduct independent research, as well as your eagerness to grow within the role.
Showcase Your Analytical Skills: In your application, provide examples of how you've successfully conducted due diligence or created detailed financial models in previous roles. This will help illustrate your problem-solving abilities and quantitative skills.
Reflect Company Values: Ensure your application reflects the core values of Soros Fund Management, such as smart risk-taking, teamwork, and integrity. Use specific examples from your past experiences to demonstrate how you embody these values.
How to prepare for a job interview at Soros Fund Management LLC
✨Showcase Your Financial Modelling Skills
As a Research Analyst, you'll need to demonstrate your financial modelling abilities. Be prepared to discuss specific models you've built in the past and how they contributed to investment decisions. Practising common financial scenarios can help you articulate your thought process during the interview.
✨Demonstrate Industry Knowledge
Familiarise yourself with current trends in the sectors relevant to the role, such as TMT, Consumer, Industrials, or Healthcare. Being able to discuss recent developments or case studies will show your genuine interest in investing and your ability to conduct comprehensive research.
✨Prepare for Behavioural Questions
Expect questions that assess your integrity, teamwork, and problem-solving skills. Use the STAR method (Situation, Task, Action, Result) to structure your responses, highlighting instances where you've demonstrated these core values in previous roles.
✨Engage Confidently with Executives
Since the role involves interacting with C-level executives, practice articulating your thoughts clearly and confidently. Prepare questions that reflect your understanding of the company and its investment strategies, showing that you're not only knowledgeable but also genuinely interested in contributing to their mission.