Overview
A financial services organization is seeking a Senior Associate, Manager Research to join their OCIO Manager Research / Analytics team. This role involves leading traditional manager research for assigned asset classes and supporting broader investment analytics, asset allocation modeling, and portfolio strategy work for client-facing teams.
Responsibilities
- Lead manager identification, selection, due diligence, monitoring, and termination for assigned coverage areas, including oversight of the approved manager list and conducting quarterly manager research calls.
- Develop and maintain analytics used in manager selection, manager pairings, vehicle pricing, performance/risk/return attribution, LDI tracking, projected returns analysis, and portfolio construction support.
- Support portfolio strategists and client-facing teams with asset allocation modeling, risk analytics, scenario analysis, portfolio comparisons, and custom client solution analytics.
- Translate technical investment analysis into clear talking points and storylines for client-facing partners.
- Contribute to investment governance and committee support, including performance, attribution, risk analytics, fiduciary process support, and collaborate cross-functionally with operations, IT, actuarial, and data science teams.
Requirements
- Bachelor’s degree in business or a related field, preferably with a major in finance or economics.
- Minimum of 5 years of investment-related experience.
- At least 2 years of experience in manager oversight.
- Solid understanding of investment managers and current economic and financial market conditions.
- Proven ability to efficiently research, compile, and analyze information.
- Advanced proficiency in Excel and PowerPoint.
Preferred Qualifications
- Experience in an OCIO environment.
- Familiarity with Morningstar Direct and FactSet.
- Manager research experience across large cap equities, international, or LDI institutional asset classes.
- Interest in broader investment support work, including asset allocation strategy, modeling, portfolio analytics, and client solution analysis.
- Experience using AI or process improvement approaches to enhance investment research or analytics workflows.
- Excellent written, oral, and interpersonal communication skills.
- High degree of professionalism, organization, attention to detail, and ability to prioritize and manage expectations in a fast-paced environment.
Compensation & Benefits
- Salary range: $127,000 - $171,000 per year.
- Participation in an annual profit share bonus plan.
- Flexible Time Off (FTO) program for salaried employees, allowing paid time away for vacation, personal reasons, or short-term illness without accrual.
- This role is not pension eligible.
Location & Work Environment
- Open to remote and hybrid work arrangements.
- Hybrid work locations include Des Moines, IA or other company offices if available in the candidate's community.
Work Authorization
- Candidates must have current and permanent work authorization to work in the United States without sponsorship now or in the future.
- Sponsorship for visas such as F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc., is not available.
Additional Information
- The role requires adherence to an Investment Code of Ethics related to personal and business conduct and personal trading activities.
- Equal opportunity employer committed to non-discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
- Applications are accepted for a limited time following the posting date; timely submission is encouraged.
- Artificial intelligence tools may be used to assist in reviewing and evaluating applications, but final hiring decisions involve human recruiters.