Research Associate

JOB DESCRIPTION: Research Associate

Copeland Capital Management (“CCM”) is seeking a Research Associate to join the investment team located in Greater Philadelphia (Conshohocken). The Research Associate will be working directly with the Portfolio Managers to source, analyze and monitor public equity investments across United States and International strategies and all market capitalizations. CCM is a fast-growing, $7 billion AUM firm with a differentiated investment philosophy, entrepreneurial culture, and strong institutional client base. The position offers the opportunity to be a crucial member of the CCM team with exceptional career development potential.

REQUIREMENTS: Send application to Include a resume, cover letter and a sample of an investment memo (maximum 2 pages).  Please note, candidates will NOT be considered without these three attachments.

RESPONSIBILITIES: Specific responsibilities include but are not limited to the following:

  • Identify and research new investment ideas.
  • Analyze industries and businesses through fundamental research; conduct detailed financial analysis, competitive advantage analysis and valuation assessment; build investment cases, draft investment memos, and make recommendations to the team.
  • Monitor and analyze existing investment holdings across multiple geographies and sectors.
  • Conduct leading edge research in statistical and fundamental quantitative methods, models and tools.


QUALIFICATIONS: The ideal candidate is passionate about investing, highly analytical, quantitatively inclined, intellectually curious, a fast learner and an independent thinker. The candidate is self-directed, highly collaborative, and able to handle a variety of responsibilities.

  • Candidates may include:
    • College seniors, recent graduates, CFA candidates with strong academic performance in economics / finance / mathematics who are pursuing careers in public equities investing.
    • Professionals from buy-side, sell-side research or investment banking corporate finance / M&A with two or less years of experience.
  • Exposure to public equity investing is a plus.
  • Strong statistical and modeling skills preferred.
  • Excellent communication, interpersonal and organizational skills.
  • Applicants must be authorized to work lawfully in the United States. Copeland will not sponsor applicants for work visas. 


COMPANY DESCRIPTION: CCM is a rapidly growing $7 billion AUM equity investment management firm headquartered in Greater Philadelphia (Conshohocken). We believe that CCM’s dividend growth investment philosophy consistently produces superior risk adjusted returns by applying CCM’s quantitative methods and thorough fundamental research to our universe of dividend growth stocks. CCM deploys this investment approach across US and international markets. 100% employee owned, CCM has 29 employees including 10 investment professionals. CCM has a strong base of institutional clients across pension funds, foundations, and municipalities. 

COMPENSATION: Competitive fixed compensation and a bonus opportunity commensurate with qualifications and performance.

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