Manager Research Analyst
Job Summary
Evaluating a variety of public market asset classes, the full-time remote Manager Research Analyst will develop investment strategies, present recommendations to the Investment Policy Committee, and collaborate with advisors on asset class education and manager interviews.
Key responsibilities
- Source and conduct due diligence on assigned asset classes and categories
- Develop and maintain a focus list of recommended investment strategies for clients
- Present updates and recommendations to the Investment Policy Committee monthly or as needed
Required qualifications
- Bachelor's degree from an accredited university
- Minimum of five years' investment strategy due diligence experience
- MBA and/or CFA charter preferred
- Experience with Morningstar Direct and eVestment Alliance preferred
- Experience with LLMs to enhance research due diligence processes preferred
Complete Job Description
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