Research Analyst - Crossover Equity Investing

Company Description

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.

Job Overview

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

3-5 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