Location: Newport Beach, CA Job Type: Full-Time Salary Range: $70,000 - $85,000 annual salary Posting Date: 07/23/2025

About Canterbury Consulting Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to community foundations, educational endowments, religious organizations, arts and cultural foundations, health care organizations, and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury is the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Named one of the Best Places to Work by two publications: the Orange County Business Journal for six consecutive years 2020-2025, and Pensions and Investments Magazine for five consecutive years 2020-2024.

Canterbury Consulting is deeply committed to cultivating a dynamic, collaborative environment. We are approximately 70 like-minded professionals passionate about helping our clients work towards their missions - from endowments and foundations to healthcare organizations and families. We believe each individual’s unique skills and experiences contribute to greater experiences for all. Through a culture of respect, accountability, and teamwork, we empower our people to have a real impact on their clients and the community.

Position Overview Canterbury is seeking candidates with excellent quantitative, qualitative, communication, and interpersonal skills for an Associate position on Canterbury’s Private Capital Research Team. The position’s primary role will be to engage broadly in all areas of Private Capital research. The individual will need to excel in a team environment while also being comfortable working independently at times. The individual is expected to exhibit high ethical standards.

At Canterbury, we expect our Research Associates to learn at a fast pace in a demanding environment and demonstrate excellent problem solving and interpersonal skills. From your first day on the job, you will be an integral part of the process in helping our clients achieve investment success.

Associate, Private Capital Research at Canterbury Consulting The successful Research Associate has the following characteristics: · At least two years of investment, consulting, corporate finance, or other relevant experience; Private Capital experience within these functions strongly preferred · Excellent written and verbal communication skills, with the ability to construct clear, effective arguments in support of an investment thesis · Ability to work independently, demonstrate attention to detail, and manage multiple tasks/deadlines effectively · Intellectual curiosity and developing investment judgment · Ability to work effectively in a collaborative, collegial team environment · Strong problem-solving and analytical skills · High proficiency in Microsoft applications; experience with Preqin, Pitchbook, the Morningstar Direct platform, and Bloomberg Terminal a plus

The primary responsibilities of a Research Associate is to: · Participate in conference calls and meetings with prospective and existing private capital and private real estate managers · Support the Vice President on sourcing and managing the inflow of investment opportunities · Contribute to the due diligence of new managers, e.g., reference calls, investment memorandums, and closing process · Maintain quantitative and qualitative manager information within the firm’s internal database · Monitor and update internal reports on manager performance, activity, and holdings · Work closely with the Vice President and other senior Canterbury professionals across all aspects of private capital research

Education: · A degree in finance, economics, or a related field · Enrollment in the CFA, CAIA programs are highly preferred

Benefits · Benefits package include: medical, dental, life, disability, and vision insurance

· 401k program with a company match

· Profit sharing plan

· CFA and other professional certifications sponsorship

· 12 paid holidays and 17 days of paid time off the first year of employment

· Flexible schedule options

Physical Requirements · Musculoskeletal Endurance: Ability to remain in a stationary position for extended periods · Manual dexterity: Frequently operates a computer and other office equipment · Visual Acuity: Must be able to visually inspect documents and computer screens for accuracy · Mobility: Occasionally move objects up to 25 pounds

Work Environment

· Environmental Conditions: The work is performed in a typical office environment with moderate noise levels and controlled temperatures · Hybrid Work Schedule: Employees are expected work in the office on Tuesdays, Wednesdays, and Thursdays, with the option to work remote or in the office on Mondays & Fridays · Collaboration: Collaborative and team-oriented culture with regular staff meetings and events · Communication: Must be able to communicate effectively with team members and clients · Travel: Required to travel from time to time

How to Apply

Please complete your application on our Career Portal at Canterbury Consulting Incorporated and send resume, cover letter, and relevant work samples to recruiting@canterburyconsulting.com. Please reference the position “Associate, Manager Research” in the subject line. Extra effort and personal touches will be looked upon favorably. All submissions will be kept strictly confidential.

Accommodation Statement Canterbury Consulting is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application and hiring process. If you need assistance or an accommodation due to a disability, you may contact us at recruiting@canterburyconsulting.com.

Flexible work from home options available.