We are looking for an analytical and engaged individual to join our investment management firm. The Research Analyst will be someone who enjoys the fundamental investment analysis necessary to make long-term investment decisions.

Primary Responsibilities

Work closely with Director of Research and portfolio managers to evaluate both equity and fixed income investment opportunities

  • Perform company-specific fundamental analysis; including a thorough assessment of management, financial statements, business opportunities and valuation
  • Create and maintain financial models and valuation analysis
  • Monitor company news flow, examine regulatory filings and third-party research
  • Introduce new investment opportunities
  • Perform industry-level analysis
  • Periodic attendance at industry conferences and meetings
  • Twice weekly presentations to Van Cleef Investment Committee
  • Ad-hoc opportunities to participate in client related projects and meetings


  • Unwavering commitment to treating our clients as you would want to be treated
  • Undergraduate degree with a focus in finance, accounting or economics
  • Additional accounting coursework is a plus.
  • Strong critical thinking skills
  • A curious and humble perspective
  • Exceptionally thorough and organized
  • Proficient in the use of the Microsoft Office 365 suite of applications (Excel, Word and SharePoint)
  • Experience with the Bloomberg Terminal a plus
  • Comfortable working and communicating in a group environment

Salary and Benefits

  • Competitive salary commensurate with experience
  • Annual bonus potential
  • Attractive 401(k) savings plan
  • Generous paid time off
  • Medical insurance

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