Research Manager
Core
Support the investment research process through data collection, manager research, performance analysis, and documentation for the firm's investment solutions.
Role type
Investment Research Manager
Builds
Portfolio strategies, separately managed accounts (SMAs), mutual funds, ETFs, and private investment vehicles
Domain
Asset Management / Investment Research
Required skills
Data collection, manager due diligence, performance analysis, financial modeling, statistical analysis, regulatory documentation
Preferred skills
CFA progress, advanced degree, YCharts, FactSet, Bloomberg, Morningstar
Technologies
Excel, YCharts, FactSet, Bloomberg, Morningstar
Responsibilities
Collect and analyze asset class-level data and performance metrics; Assist in designing asset class investment frameworks and SMA strategies; Conduct due diligence on investment managers; Prepare materials for the Investment Committee; Support regulatory audits and internal documentation reviews
Seniority
Mid-level, hands-on IC