Analyst - WMS Manager Research
Core
Conduct investment research, analysis, and manager selection for fixed income mutual funds, ETFs, and separate accounts to support model portfolios and recommended lists.
Role type
Analyst - WMS Manager Research
Builds
Model portfolios and recommended lists for managed accounts
Domain
Fixed income investment management
Deliverable
production ML models | product features | dashboards & analysis | research
Required skills
quantitative analysis, investment knowledge, analytical software proficiency, relationship management, attention to detail
Preferred skills
manager research experience, CFA, CAIA, CIMA
Technologies
Bloomberg, Excel, FactSet, Morningstar Direct
Responsibilities
Conduct comprehensive investment research and manager selection using qualitative and quantitative techniques; Update, maintain, and improve existing analytical tools, models, and processes; Manage relationships with external partners regarding product performance and due diligence; Contribute to strategic cross-organizational projects
Seniority
Mid-level, hands-on IC