Analyst WMS Manager Research
Core
Conduct investment research, analysis, and manager selection for mutual funds and separate accounts to support model portfolios and recommended lists.
Role type
Senior IC investment analyst (manager research)
Builds
Model portfolios and recommended lists for managed accounts
Domain
Financial services / Asset management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Qualitative and quantitative investment analysis, manager selection, analytical tool maintenance, third-party relationship management, strategic project contribution
Preferred skills
Manager research experience, CFA/CAIA/CIMA/CIPM, quantitative skills, analytical software proficiency (Excel, Access, FactSet, Morningstar Direct)
Technologies
Excel, Access, FactSet, Morningstar Direct
Responsibilities
Conduct comprehensive investment research and analysis; evaluate investment managers and products using qualitative and quantitative techniques; update and improve analytical tools, models, and processes; manage relationships with external partners regarding product performance and due diligence; contribute to cross-organizational strategic projects
Seniority
Mid-Senior, hands-on IC