Investment Research Manager
Job Summary
Supporting the investment research process, the full-time remote Investment Research Manager will manage data collection, performance analysis, and documentation while contributing to the firm's investment solutions across various asset classes.
Key responsibilities
- Collect and analyze asset class-level data and performance metrics for ETFs, mutual funds, and SMAs
- Assist in due diligence of investment managers and strategies, maintaining detailed memos and reports
- Prepare materials for the Investment Committee and contribute to capital markets research and educational content
Required qualifications
- Bachelor's degree in finance, economics, statistics, computer science, or a related field; progress toward CFA or advanced degree is a plus
- 2-4 years of experience in investment research, portfolio analysis, or a related area
- Strong analytical and quantitative skills with familiarity in statistical analysis and financial modeling
- Proficiency with Excel and experience with financial analysis tools such as YCharts, FactSet, or Bloomberg
- Ability to manage multiple tasks effectively in a remote or hybrid team environment
Complete Job Description
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