• Investment Manager Research

    ID
    2018-6209
    Job Locations
    US-NY-New York | US-CA-San Francisco
    Category
    Wealth Management
  • Overview

     

     

     

    The VP, Manager Research professional should have at least 7 to 10 years of manager research / due diligence experience focusing on Separately Managed Accounts, Mutual Funds and ETFs.

     

     

     

     

     

    Responsibilities

     

    Responsibilities to include:

    • Leading research on investment opportunities and strategies with a focus on third party managers of equities and fixed income but also extending into other asset classes.
    • Conducting qualitative and quantitative analysis of managers and investment strategies in existing portfolios and those under consideration.
    • Independently performing due diligence on strategies, investment teams and asset management firms; leading meetings to interview investment professionals, including on-site, to effectively assess their skills, the quality of their investment strategy and their ability to consistently add alpha above their respective benchmarks.
    • Documenting the selection, monitoring and due diligence process and make well-researched recommendations to address specific client portfolio needs in the most effective way.
    • Analyzing portfolios of managers and making recommendations with regards to manager sizing within portfolios and manager replacement or retention.
    • Assisting with establishing guidelines for, and managing implementation issues associated with, segregated accounts.
    • Monitoring existing client exposures to investment strategies/managers through in-person meetings and calls. Review and interpret portfolio risk and performance attribution reports and document findings.

     

    Qualifications

     

    Ideal candidates will also exhibit:

    • Strong interpersonal skills and ability to work well within a team environment
    • Proficiency in writing and an ability to articulate a message to a broad audience
    • A good instinct for global markets, economies and asset classes
    • Strength in the creation of marketing materials centered on the delivery of a message
    • Familiarity with Morningstar, eVestment Alliance, MPI stylus and Bloomberg

     

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