Sr. Analyst - WMS Manager Research
Core
Conduct investment research, analysis, and manager selection for equity mutual funds, separately managed accounts, and ETFs to support product management and new offerings.
Role type
Senior IC investment analyst (equity research & manager selection)
Builds
Equity investment products and strategies for institutional and retail clients
Domain
Financial services / Asset management / Equity markets
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery
Required skills
quantitative analysis, investment knowledge, analytical software proficiency, written communication, verbal communication, issue resolution, project management
Preferred skills
manager research experience, third-party relationship management, asset allocation expertise, portfolio structuring
Technologies
Excel, FactSet, Morningstar Direct
Responsibilities
Conduct autonomous investment research and manager selection; prepare written reports on equity strategies; manage relationships with external partners and third-party portfolio managers; oversee strategic projects related to business goals; participate in issue resolution and marketing content reviews
Seniority
Senior, hands-on IC
