Job DescriptionThe Senior Manager, Manager Research & Due Diligence Analyst is responsible for leading the end-to-end investment and operational due diligence process across primarily traditional strategies, including equities, fixed income, and multi-asset solutions within an OCIO framework. This role develops forward-looking manager convictions, supports portfolio implementation decisions, and ensures ongoing monitoring through a structured research and governance process.
Core Responsibilities- Lead quantitative and qualitative underwriting of investment managers, including evaluation of performance drivers, portfolio construction, risk management, and process consistency.
- Conduct operational due diligence across business operations, compliance frameworks, valuation practices, technology infrastructure, and service providers.
- Support portfolio construction and manager implementation within a multi-asset OCIO framework.
- Maintain ongoing monitoring of approved managers through formal reviews, event-driven reassessments, and watch list oversight.
- Prepare investment committee materials, manager evaluations, scorecards, and strategic recommendations.
- Collaborate with internal investment, portfolio management, risk, compliance, and client teams.
- Mentor junior analysts and contribute to the ongoing enhancement of research frameworks and due diligence processes.
Asset Class Expertise & Strategic Leadership- Serve as a recognized subject matter expert across traditional asset classes, delivering internal investment updates, client presentations, market outlooks, and strategic positioning insights.
- Act as a market strategist within assigned asset class coverage, maintaining differentiated perspectives on macroeconomic conditions, valuation environments, and market cycles.
- Translate market developments into actionable manager research themes and investment recommendations for internal stakeholders and clients.
- Demonstrate expertise through published market commentary, white papers, presentations, or a track record of influencing investment outcomes.
- Represent the firm externally as a trusted investment strategist and thought leader.
Basic Qualifications- Bachelor’s degree in Finance, Economics, Business, or related discipline required; advanced degree preferred.
- 8–12+ years of relevant experience in manager research, due diligence, investment strategy, OCIO, consulting, or multi-asset investment environments.
- Direct experience analyzing traditional asset classes, including equities and fixed income; multi-asset experience preferred.
Preferred Skills/ExperienceProfessional Credentials & Expertise- CFA strongly preferred; CAIA, FRM, or other relevant investment certifications considered a plus.
- Strong analytical capabilities combining both quantitative and qualitative methods, including performance attribution, manager evaluation, peer analysis, and portfolio construction assessment.
- Experience performing operational due diligence and evaluating operational, compliance, and business risk factors associated with investment managers.
- Proven ability to influence investment discussions and deliver well-supported recommendations to senior stakeholders and investment committees.
- Exceptional written, verbal, and presentation skills, with the ability to clearly communicate complex investment concepts.
Strategist & Subject Matter Expertise- Demonstrated expertise within a traditional asset class supported by published research, market commentary, speaking engagements, or measurable contributions to investment decisions.
- Ability to develop differentiated market views and connect macroeconomic developments to manager selection and portfolio construction.
- Strong executive presence with the ability to present effectively to institutional clients, advisors, investment committees, and external audiences.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00
Posting may be closed earlier due to high volume of applicants.
