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Manager Research Associate - Equities The candidate will be assessing investment manager or strategy skill through qualitative and quantitative analysis, including leading manager interviews, interpreting MPT statistics, and performing holdings-based portfolio reviews. Will be formulating investment manager recommendations based on analysis. Preparing and presenting written recommendations to our Investment Committee. Keeping abreast of market and economic conditions for relevant asset class and strategies. Communicate regularly ideas and insights with team. Maintaining relationship with investment managers, including traveling to visit investment managers and providing regular updates on performance and significant events. Developing and communicating educational content around investment managers on platform. Educate financial advisors and advisory sales on investment strategies, asset class trends, and events through conference calls, blog posts, and white papers. Continuously aid in developing best practices regarding researching managers, building equity portfolios, and advising financial advisors and their clients. Participate in and/or lead projects around investment products or thought leadership. Assisting in the planning and execution of projects including the expansion of research and portfolio solutions, publications, risk monitoring, and performance tracking. Must have an advanced degree (MBA, MS, JD degree, other) or equivalent professional experience expected. CIMA, CAIA, and/or CFA charterholders or candidates will also be looked favorably upon. Should have 2-5 years of experience and a record of achievement investing, researching, or evaluating equity strategies/funds at an asset management firm, family office, wealth management, or investment consulting firm. Should possess excellent interpersonal, written and oral communication skills required to effectively communicate with a variety of audiences, including financial advisors, investment committee members, and potentially clients. Knowledge of investment-related statistics will be helpful. Must have experience with Morning star Direct, Informa PSN, Facstet, Axioma, or Barra AEGIS. Should preferably have direct exposure to equities markets through any of the following roles: equity sell-side or buy-side securities research, investment strategy, investment banking, or equity sector sales. Must preferably have experience and a deep understanding of the global equity markets, including fundamental analysis, financial modeling, asset allocation, and strategy research.
Job Reference: 167513BR
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