MSA Sr Research Analyst
Core
Conduct third-party asset manager due diligence, monitor external investment managers, and assist in managing the Active/Passive fund suite and derivatives oversight.
Role type
Senior Investment Research Analyst
Builds
Investment research reports, portfolio attribution summaries, and market commentaries for the Active/Passive fund suite.
Domain
Asset Management / Investment Research
Deliverable
research
Required skills
Qualitative and quantitative investment analysis, performance attribution, risk analysis, due diligence, financial reporting, data collection
Preferred skills
MBA, CFA designation, 10+ years investment industry experience, presentation skills
Technologies
Bloomberg, Morningstar Direct, eVestment, Excel
Responsibilities
Perform initial due diligence and provide recommendations of third-party asset managers; monitor external investment managers and recommend additions/removals; assist in management of the Active/Passive fund suite; assist in trading functions and credit analysis; oversee derivatives risk exposures; prepare materials for the Investment Committee and Board of Directors.