Overview
A financial services organization is seeking a Senior Research Manager to join their Investment Management Group (IMG). This team oversees and implements the firm’s investment solutions across billable assets under management, including portfolio strategies, Separately Managed Accounts (SMAs), mutual funds, ETFs, special situations, and private investment vehicles.
Responsibilities
- Collect, analyze, and maintain asset class-level data and performance metrics, focusing on fixed income, special solutions, and derivative instruments.
- Lead the design and evaluation of asset class investment frameworks, portfolios, and SMA strategies.
- Conduct initial and ongoing due diligence of traditional, systematic, and quantitative investment managers and strategies.
- Build, monitor, and refine tools for performance attribution and risk management analysis.
- Draft, maintain, and update detailed memos on strategies, incorporating due diligence questionnaires, fund manager engagement, and quantitative monitoring reports, ensuring compliance and operational guidelines are met.
- Prepare materials and analysis for the Investment Committee and sub-committees.
- Contribute to capital markets research and assist in developing educational content for internal stakeholders.
- Support documentation and maintenance of departmental investment policies and procedures.
- Collaborate on regulatory audits and internal documentation reviews.
Requirements
- MBA or CFA preferred; candidates with backgrounds in computer science, engineering, statistics, or related quantitative fields are also encouraged to apply.
- Minimum 5–7 years of experience in investment research, portfolio analysis, or a related field.
- Deep understanding of financial markets, portfolio theory, asset class structures, fund manager attribution analysis, derivatives, risk management, and statistical modeling.
- Proficient programming skills in R, Python, SQL, and/or Microsoft VBA.
- Experience with financial market data vendors such as Ycharts, FactSet, Bloomberg, Morningstar, S&P Global DataInsight.
- Experience in database construction (e.g., Microsoft Fabric) and data visualization tools; experience with Orion and Custom Direct Indexing is a plus.
- Excellent written and verbal communication skills.
- Ability to manage multiple time-sensitive projects with high accuracy and attention to detail.
- Ability to lead ad hoc working group projects on behalf of the Investment Committee.
- Comfortable working independently and collaboratively in a remote or hybrid team environment.
Work Schedule and Travel
- Daytime and evening hours as needed.
- Estimated travel of 5% to 10%.
Working Conditions
- Professional office environment.
- Work involves standing and sitting; no heavy lifting over 10 lbs.
Compensation & Benefits
- Base pay range: $110,000 - $130,000 USD, dependent on geographic location, experience, education, skills, and certifications.
- Eligible for incentive compensation programs.
- Benefits include:
- Company-paid basic life and 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.
- Multiple medical plan options including High Deductible Health Plans and traditional co-pay plans.
- Health Savings Account (HSA) with company contributions for eligible plans.
- Dental and vision insurance plans.
- Dependent Care Savings Account.
- Fourteen company-paid holidays including a full week off at Thanksgiving.
- Generous paid time off for vacation and sick days.
- Employee Assistance Plan.
- Family Medical Leave and paid parental leave (8 weeks).
- Adoption assistance reimbursement program.
- Company-paid concierge services for caregiving and life challenges.
- 401(k) retirement plan with traditional, Roth, and after-tax options including employer match.
- Pet insurance.
- Personalized financial planning and guidance at preferred employee pricing.
Application Information
- Initial application deadline: June 25, 2026. Applications received after this date may be considered on a rolling basis until the position is filled.
- The employer is an equal opportunity employer and complies with federal employment eligibility verification requirements.
- No unsolicited resumes from agencies or search firms will be accepted for this posting.
Location
Remote or hybrid work environment with a flexible national footprint.