Investment Analyst- Manager Research Group

Remote Full-time
About the positionResponsibilities• Assist in conducting searches for new investments for inclusion in client portfolios, via qualitative and quantitative analysis. • Monitor existing managers to ensure the investment proposition is still attractive and risks are within expectations. • Compile quarterly updates from each investment firm and maintain an internal database. This may include running portfolio attribution reports, performance estimates and positioning for managers on the platform. • Produce analysis and content for client reporting, investment recommendations, and ad hoc reporting.• Assist with preparation of the Manager Research Investment Committee materials on monthly basis. • Assist in scheduling investment meetings with current and prospective investment firms. This will involve handling inbound and outbound calls, calendar management/meeting scheduling, developing an understanding of potential investment strategies, recording information in MRG's research database and providing updates. • Respond to ad-hoc requests from the firm's relationship managers and specialists as well as other members of the team.• Assist with providing client service in response to both internal and external requests. • Active engagement in department-specific and firm-wide initiatives to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes. • Contribute to the advancement of team, office, and business capabilities. • Participate in ad hoc projects requested by management. Requirements• Bachelor's degree, preferably in economics or finance• 0-2 years of work experience, at least one internship in financial services or a related fieldNice-to-haves• Passionate about investing; deep knowledge of financial markets• Proficient in bolthires Word, PowerPoint, and Excel• Detail-oriented with the ability to effectively prioritize time and manage multiple tasks• Strong written and oral communication skills• Strong analytical and investigative skills• Excellent client service orientation, responds to requests promptly• Ability to interact with other team members on shared goals and objectives• Ability and willingness to travel as neededBenefits• Competitive health and welfare benefits, including company HSA contributions• Numerous voluntary benefit choices available• Superior 401k match• Tuition reimbursement• Company subsidized commuter benefits• Generous paid time off, including parental leave• Plus more!Apply tot his job
Apply Now →
← Back to Home