Research Manager recruitment
We are dedicated to delivering good equity performance in our client portfolios through the process of a disciplined approach to fundamental and quantitative research. We invest on behalf of our HNW clients and own individual securities in each client’s portfolio which is implemented through our team of Portfolio Relationship Managers. We are currently seeking a Manager of Research. This manager will have a team of four analysts and will also be actively responsible for conducting fundamental research on Large and Mid Cap companies.
You will be responsible along with the analysts for portfolio construction for Large and Mid Cap portfolios. This position reports to the CEO.
Successful candidates must have a minimum 10 years experience conducting detailed fundamental research in the US Large and Mid Cap stocks. You must have at least 5 years experience managing analysts with a demonstrated ability to lead a strong team as well as contribute to research work. This position requires a professional who can handle multiple tasks across several asset classes. Strong communication abilities and meticulous attention to detail are the complementary skills you will bring to this position.
Job Duties
This position will focus on fundamental research for the firm’s US Large and Mid Cap asset classes. You will also:
-Manage a team of highly skilled professionals that conduct fundamental and quantitative research.
-Conduct fundamental company research, including being skilled at detailed financial modeling of companies.
-Have overall responsibility for cooperating with the team to develop well diversified equity portfolios in Large and Mid cap asset classes.
-Ensure that the research process is conducted in a manner consistent with the Company Analysis Framework currently being used.
-Oversee trading implementation and portfolio management tasks.
-Interact with our sales consultants and relationship managers.
-Respond to client inquiries and communicate research results to our Portfolio Managers.
Requirements
-MBA from a top-rated university.
-CFA Charter holder.
-Minimum 10 years experience conducting detailed bottom up fundamental research.
-Must exhibit extensive modeling skills
-Experience leading a research team. Minimum 5 years experience in managing equity analysis team.
-Broad knowledge of multi-asset class, asset management process.
-Strong computer skills, ability to oversee research related to analytics and indexes that includes data collection, management and reporting.
-Experience with commercial investment risk software, e.g. Barra, Wilshire, Northfield.
-Excellent understanding of securities analysis (balance sheet and income statement analysis), valuation methods, quantitative and qualitative techniques
-Highly energetic and self-motivated.
-Methodical, diligent, and systematic in approach to problem solving and model building with a proven bias for implementation.
For confidential consideration please send your resume and a cover letter to jobs@rochdale.com Subject: Manager of Research.
No agencies please!