Analyst - Manager Research
Core
Conduct original and ongoing research on public markets investment managers to support manager selection, portfolio construction, and investment oversight for multi-asset portfolios.
Role type
Manager Research Analyst (Public Markets)
Builds
Investment research infrastructure, peer analysis, portfolio diagnostics, and board oversight reports.
Domain
Asset Management / Public Markets
Deliverable
production ML models | product features | dashboards & analysis | research
Required skills
Public markets manager research, qualitative and quantitative due diligence, investment philosophy evaluation, performance/style/factor/attribution/risk analysis, stakeholder communication, presentation skills
Preferred skills
Programming (VBA, R, Python), CFA certification progress
Technologies
Aladdin, eVestment, Morningstar, FactSet, Backstop, Bloomberg, Axioma, Barra
Responsibilities
Evaluate investment philosophy, process, people, and performance of external managers; conduct due diligence and assess peer groups; improve research infrastructure and reporting tools; participate in mutual fund board meetings and develop oversight reports; interact with CIO and senior stakeholders to articulate investment views.
Seniority
Mid-level, hands-on IC