11 дней назад
Analyst WMS Manager Research
93 400 - 128 400$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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