Research Manager

Overview

This role supports the investment research process within the organization’s Investment Management Group (IMG), which oversees and implements investment solutions across billable AUM. Investment solutions include portfolio strategies, separately managed accounts (SMAs), mutual funds, ETFs, and private investment vehicles.

In this position, you will help collect and analyze data, research investment managers, evaluate performance, and maintain documentation that supports the integrity and effectiveness of the investment platform.

Responsibilities

Asset Market Analysis

• Collect, analyze, and maintain asset class-level data and performance metrics (e.g., Modern Portfolio Theory statistics), with a focus on equity and fixed income ETFs, mutual funds, and separately managed accounts (SMAs).
• Assist in the design and evaluation of asset class investment frameworks, portfolios, and SMA strategies.

Fund Manager Analysis

• Assist with the initial and ongoing due diligence of traditional, systematic, and quantitative investment managers and strategies.
• Work with senior team members to build, monitor, and refine tools used to analyze performance attribution and risk management.
• Draft, maintain, and update detailed memos on strategies, incorporating due diligence questionnaires, fund manager engagement, and quantitative monitoring reports, while adhering to compliance and operational guidelines.

Communication and Research Support

• Prepare materials and analysis for the Investment Committee and sub-committees.
• Contribute to capital markets research and assist with the development of educational content for internal stakeholders.
• Support the documentation and maintenance of departmental investment policies and procedures.
• Assist with regulatory audits and internal documentation reviews.

Travel

• Estimated 5–10%.

Requirements

• Bachelor’s degree in finance, economics, statistics, computer science or a related field.
• Progress toward CFA or an advanced degree is a plus.
• 2–4 years of experience in investment research, portfolio analysis, or a related area.
• Strong analytical and quantitative skills, including familiarity with statistical analysis and financial modeling.
• Proficiency with Excel.
• Experience with YCharts, FactSet, Bloomberg, Morningstar or similar tools is preferred.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks with attention to detail and accuracy.
• Comfortable working independently and collaboratively in a remote or hybrid team environment.

Preferred Qualifications

• Progress toward CFA or an advanced degree.
• Experience using investment research and market data platforms such as YCharts, FactSet, Bloomberg, Morningstar (or similar).

Compensation & Benefits

Base Pay Range

• $120,000 – $135,000 USD

Actual base pay within this range will be based on factors including geographic location, relevant experience, education, skills, and licenses/certifications.

Incentive Compensation

• Eligible to earn incentive compensation through one of the organization’s incentive compensation programs.

Benefits

Benefit programs support eligible employees and dependents’ health and welfare needs, including:

• Company paid Basic Life & AD&D Insurance
• Company paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plan offerings (including two High Deductible Health Plans and a Traditional Co-Pay medical plan)
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care
• 14 company paid holidays, including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits using company paid STD, any supplemental STD, plus Parental Leave (8 weeks)
• Adoption Assistance Reimbursement Program
• Company paid concierge services for caring needs (aging parents, young children, and other life’s challenges)
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from organization professionals offered at preferred employee pricing

Working Conditions

• Professional office environment.
• Primarily indoor work involving sitting and standing.
• No heavy lifting over 10 lbs.

Application Deadline

• Initial application deadline: 10/15/2026.
• Applications submitted after this date may be considered on a rolling basis until the position/program is filled.
• Encouraged to apply as early as possible; if a final decision has not been made by the initial deadline, subsequent applications will be reviewed as received.

Location

• Remote or hybrid team environment (location details not specified).