Senior Analyst - WMS Manager Research
Core
Lead manager research, due diligence, and selection for Liquid Alternative investment strategies across mutual funds, SMAs, and ETFs.
Role type
Senior IC investment analyst (Liquid Alternatives)
Builds
Investment research reports, manager scorecards, and recommendations for manager selection/approval/retention
Domain
Financial Services / Asset Management / Liquid Alternatives
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery
Required skills
Qualitative and quantitative analysis of investment managers, Investment research platforms (FactSet, Morningstar Direct, Bloomberg), Manager due diligence, Portfolio construction analysis, Risk management, Performance attribution, Written and verbal communication
Preferred skills
Liquid Alternative strategy knowledge (hedge fund replication, long/short equity, market neutral, managed futures, global macro, multi-strategy, credit, alternative income), Manager selection and oversight experience, CFA/CAIA designation
Technologies
FactSet, Morningstar Direct, Bloomberg
Responsibilities
Lead manager research and due diligence for Liquid Alternative funds; Conduct comprehensive analysis of investment managers; Monitor strategies through ongoing due diligence and performance evaluation; Prepare investment research reports and manager scorecards; Deliver recommendations on manager additions, retention, and removals; Communicate insights to investment committees and senior leadership; Build relationships with external asset managers
Seniority
Senior, hands-on IC