Investment Analyst- Manager Research Group
About the position Responsibilities • 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 field Nice-to-haves • Passionate about investing; deep knowledge of financial markets • Proficient in Microsoft 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 needed Benefits • 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