About the company
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Investment Analyst based in the United States.
Responsibilities
- Conduct thorough research and due diligence on external investment managers, strategies, funds, and investment vehicles.
- Perform recurring manager searches across a variety of asset classes to identify suitable investment opportunities.
- Maintain relationships with fund and investment management firms to obtain updates on strategy, performance, positioning, and other relevant developments.
- Analyze investment managers and present research findings, recommendations, and supporting analysis to senior investment leadership and relevant councils.
- Develop efficient portfolios and portfolio models designed to address different investment objectives and risk profiles.
- Provide clear and timely information to Portfolio Managers regarding investment manager selections, portfolio construction decisions, and tactical changes.
- Prepare and maintain detailed documentation supporting investment research, manager selection, portfolio decisions, compliance, and audit requirements.
- Review non-approved assets transferred in-kind into new accounts and conduct annual reviews of such holdings.
- Monitor investment and market developments to support informed recommendations and ongoing portfolio oversight.
Requirements
- Bachelor’s degree in finance, economics, business, or a related discipline is required; a graduate degree is preferred.
- 6+ years of professional investment experience, with significant exposure to investment manager research and due diligence.
- CFA designation or progress toward the CFA designation is preferred.
- Strong analytical capabilities, with the ability to evaluate investment managers, strategies, performance, and portfolio construction considerations.
- Excellent verbal and written communication skills, with the ability to translate complex investment analysis into clear recommendations.
- Ability to present research findings and investment recommendations effectively to senior stakeholders.
- Strong organizational skills and attention to detail, particularly when preparing documentation for compliance and audit purposes.
- Demonstrated ability to work independently while contributing effectively within a collaborative investment team.
- Sound judgment, critical thinking, and a disciplined approach to investment research and decision-making.
- Ability to successfully complete required criminal background and credit checks.
- This is a full-time, non-remote position and requires the ability to work on-site.
Conditions
- Competitive annual salary range of $72,892 to $87,329 USD.
- Full-time employment in an investment-focused wealth management environment.
- Opportunity to contribute directly to investment manager selection and portfolio construction decisions.
- Exposure to a broad range of asset classes, investment strategies, and external investment managers.
- Opportunities to present research and recommendations to senior investment leadership.
- Professional growth through hands-on investment research, portfolio modeling, and manager due diligence experience.
- Exempt position under applicable FLSA classification.
- Equal opportunity workplace committed to providing reasonable accommodations for qualified individuals with disabilities.