Location:
4900 Tiedeman Road, Brooklyn Ohio
About the Team & Role
Join a collaborative Manager Research team within Key Wealth’s Chief Investment Office. The team is responsible for sourcing, evaluating, and monitoring third-party investment managers across asset classes for high net worth and institutional clients. This role will focus on listed fixed income managers (including core, core plus, high yield, and global strategies), private credit (such as direct lending, opportunistic credit, and specialty finance), and other diversifying assets including infrastructure and
hedge funds.
What You’ll Do
• Conduct qualitative and quantitative due diligence on fixed income, private credit, and diversifying asset managers.
• Source new managers and strategies and prepare written recommendations for internal stakeholders.
• Analyze performance, risk, holdings, and organizational factors using internal and external research tools.
• Participate in manager meetings, ongoing monitoring, and periodic review processes.
• Contribute to asset class reviews, market mapping, and thematic research initiatives.
• Support portfolio construction discussions, risk assessments, and internal model oversight.
• Communicate investment insights clearly to colleagues across the firm.
What We’re Looking For
• A minimum of 3 years of relevant experience in investment management, consulting, or investment research.
• Experience or strong interest in fixed income, private credit, alternatives, or diversifying asset strategies.
• Bachelor’s degree in business, economics, finance, mathematics, or a related field (recommended).
• Progress toward the CFA charter or a similar professional designation is preferred.
• Strong analytical skills and proficiency in Excel, PowerPoint, and investment databases such as Bloomberg or FactSet.
• Excellent written and verbal communication skills.
• Strong judgment, attention to detail, and the ability to work collaboratively in a team environment.
Why Key Wealth
Key Wealth offers a collegial, intellectually rigorous environment with exposure to a wide range of investment strategies and senior decision-makers. Team members play a meaningful role in shaping investment outcomes and have opportunities for continued professional growth and development.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 09/20/2026
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