Senior Research Analyst, Equity Manager Due Diligence recruitment

Our Sr. Research Analyst will be responsible for:

• Assisting the Research department with money manager due dilligence for long-only equity managers by producing reports and compiling both quantitative and qualitative data.

• Preparing materials for conference calls with money managers, as well as participating and writing robust call summaries.

• Gathering capital markets data and constructing spreadsheets and charts.

• Performing special research projects as necessary

Qualifications: 

• Bachelor’s degree in Business or Economics preferable.

• 2-5 years experience in the investment industry; experience with institutional money managers and/or mutual funds in an investment consulting or wealth management environment preferred.

• General understanding of financial markets, investment products, and the financial services industry is a plus.

• Intellectual curiosity and critical thinking skills.

• Excellent written, verbal, and organizational skills.

• Advanced Excel skills.

• Experience with Bloomberg, eVestment Alliance, Morningstar Direct, and Informa PSN.

• An interest in working in a team environment.

We offer a competitive salary and benefits package. Please login or create an account to apply to this position. Principals only. EOE