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11 дней назад

Analyst WMS Manager Research

93 400 - 128 400$
Формат работы
hybrid
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Analyst WMS Manager Research (Investment Research): Conducting investment research, quantitative and qualitative analysis, manager selection, and ongoing due diligence for mutual funds, separate accounts, and investment strategists supporting managed-account model portfolios and recommended lists, with an accent on U.S. Growth Equity and partner relationship management. Focus on improving analytical tools, evaluating investment managers and products, and contributing as a subject matter expert to cross-organizational projects.

Location: Minneapolis, Minnesota, United States. Hybrid schedule with at least four days per week in the office and one day per week working from home.

Base salary: $93,400–$128,400 per year, with potential variable compensation depending on the role.

Company

hirify.global is a diversified financial services company providing financial planning and advice, asset management, and insurance services to individual, small business, and institutional clients.

What you will do

  • Conduct comprehensive qualitative and quantitative investment research, analysis, and manager selection for assigned product lines.
  • Perform ongoing due diligence for mutual funds, separate accounts, investment strategists, and managed-account products.
  • Support model portfolios, recommended lists, assigned asset classes, and the U.S. Growth Equity category.
  • Update, maintain, and improve analytical tools, investment models, and processes.
  • Manage relationships with external partners and discuss product performance, due diligence, and operational matters.
  • Contribute as a subject matter expert to medium-scale cross-organizational projects, including development, project formation, marketing, and maintenance.

Requirements

  • 3–5 years of relevant experience.
  • Bachelor’s degree.
  • Series 7 license or ability to obtain it within 120 days.
  • Strong quantitative, investment analysis, written, verbal communication, and attention-to-detail skills.
  • Valid U.S. work authorization without current or future visa sponsorship requirements.
  • Ability to work in the office at least four days per week in Minneapolis.

Nice to have

  • Prior manager research experience.
  • CFA, CAIA, CIMA, or CIPM certification.
  • Experience with Excel, Access, FactSet, or Morningstar Direct.
  • Experience managing professional relationships with third-party institutions.

Culture & Benefits

  • Face-to-face collaboration and in-person relationship building are central to the working model.
  • Vacation and sick time.
  • 401(k) plan.
  • Health, dental, and life insurance.
  • Performance-based compensation with potential bonus, commissions, or long-term incentives.

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