Overview
This role involves supporting financial advisors by conducting due diligence and providing manager recommendations. The Research Analyst monitors recommended managers and strategies, sources new investment ideas, and creates customized client deliverables. They serve as subject matter experts in their coverage areas, offering asset class and category guidance.
Responsibilities
- Contribute to the development and improvement of the Enterprise Investment Solutions Support function
- Source, research, monitor, and recommend investment strategies
- Communicate with investment managers to evaluate philosophy, process, personnel, fees, vehicles, and performance
- Extract and interpret quantitative and qualitative data to support decision making, including reviewing investment strategy offering documents
- Utilize analytical tools such as TopQ+, MSCI/Burgiss, and proprietary questionnaires for due diligence
- Create and maintain detailed due diligence reports and document ongoing monitoring in CRM, Word, PowerPoint, and Excel
- Develop and maintain primers and educational presentations for assigned alternative asset classes and categories
- Assist in preparing agendas and materials for investment policy committee meetings
- Develop and maintain quarterly and annual reporting packages
- Present research findings to investment committees, advisors, and others as needed to support institutional and wealth clients
- Support asset allocation advice by maintaining opinions on assigned asset categories and preparing pacing models
- Collaborate with other researchers, including peer reviewing their work
- Attend and present at client investment reviews as needed
Requirements
- Undergraduate degree in a business-related field
Preferred Qualifications
- Progress toward or completion of CFA and/or CAIA programs
- Progress toward or completion of MBA or other relevant professional qualifications
- Investment-related experience in a professional office environment
- Experience allocating to investment strategies
Skills
- Strong analytical and problem-solving abilities with attention to detail
- Effective oral and written communication skills
- Proficiency with Microsoft Office suite
- Ability to manage multiple tasks, workload, and meet project deadlines
Compensation & Benefits
- Salary range: $106,000 - $143,000
Equal Opportunity
The employer is an Equal Opportunity Employer (M/F/D/V).