Job DescriptionIn this role, you will be responsible for providing top quality research and investment analysis, participating in the manager selection process and conducting ongoing due diligence for mutual funds, separate accounts and investment strategists across Managed Accounts in support of model portfolios and recommended lists. Additionally, you will manage partner relationships, review marketing/training materials, contribute to cross organizational projects, support senior analysts and improve existing analytical tools. Responsibilities also include search and selection related to the maintenance of the U.S. Growth Equity category.
Key Responsibilities - Support the research activities of the broader research organization by conducting comprehensive investment research, analysis and manager selection for assigned product lines. This includes the use of qualitative and quantitative techniques to evaluate investment managers and associated products. In most instances, this will include back-up coverage for assigned asset classes or independent coverage of smaller asset categories. At times, this may include general securities analysis and support.
- Update, maintain and improve existing analytical tools, models and processes.
- Actively manage relationships with external partners which includes regular communication on product performance, due diligence, and operational issues.
- Contribute to strategic projects related to business goals. Act as a subject matter expert on medium scale, cross-organizational projects including development, project formation, marketing and maintenance.
Required Qualifications- 3-5 years' relevant experience
- Bachelor's degree
- Series 7 or ability to obtain within 120 days
Preferred Qualifications- Prior manager research experience
- CFA, CAIA, CIMA, CIPM
- Strong quantitative skills with the ability to combine investment knowledge and technical expertise to produce effective results
- Experience with analytical software to analyze investments (Excel, Access, FactSet, Morningstar Direct)
- Experience managing professional relationship with third party institutions
- Attention to detail and strong written/verbal communication skills
Visa SponsorshipApplicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office CollaborationWe are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay SalaryThe estimated base salary for this role is $93,400 - $128,400 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full-Time/Part-TimeFull time
Exempt/Non-ExemptExempt
Job Family GroupBusiness Support & Operations
Line of Business FPPS Wealth Management Solutions
