Special Situations - Research Analyst

Company Overview

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 is looking to add a research analyst to an internal investment team that manages a concentrated, longer duration public portfolio focused on special situations across credit and equity.  The ideal candidate will have 5+ years of relevant experience within public markets, generalist background, and any buy-side experience is a plus.

In addition to engaging in the day-to-day responsibilities of an analyst, a successful candidate must be able to represent SFM externally without significant involvement from the Portfolio Manager. The candidate must be comfortable conducting analysis for a concentrated portfolio with low turnover and a high bar for new investments. 

Major Responsibilities: 

• Generalist industry coverage for the Portfolio Manager and other members of the investment team in evaluating investment opportunities for the portfolio.
• Conduct independent research, valuation, and industry analyses
• Create and maintain detailed corporate financial and asset-based cash flow models.
• Assist in managing and performing surveillance on existing investments, including: updating models, valuation analytics, and risk reports.
• Interacting with internal and external subject matter experts.
• Lead due diligence efforts on potential investments including company fundamentals, industry backdrop, market considerations, and catalysts.
• Analyze news and events, attend industry conferences, conduct expert due diligence.

Requirements

• Bachelor’s degree with an exceptional track record; focus of finance, economics, mathematics, statistics, or related field
• At least 5 years of experience working in the finance industry, preferably investment banking or buy-side with Special Situations or Equities background.
• Ability to independently conduct comprehensive research, identify and assess key issues, and summarize results
• Proficient in Microsoft Office applications and Bloomberg Analytics
• Excellent problem-solving, analytical, and quantitative skills
• Excellent written and verbal communication
• Able to work in a high pressure, fast paced environment, and can manage multiple projects simultaneously and expeditiously
• Able to take direction and show initiative as appropriate
• Intellectual honesty
• Works effectively with a team

We anticipate the base salary of this role to be between $150k-$190k. In addition to a base salary, the successful candidate will also be eligible to receive a discretionary year-end bonus.

In all respects, candidates need to reflect the following SFM core values:

Integrity   //   Teamwork   //   Smart risk-taking   //   Owner’s Mindset   //   Humility