Senior Analyst - WMS Manager Research (Liquid Alternatives)

Location: Minneapolis, Minnesota. Hybrid schedule with at least four days per week in the office and one day per week working from home. Applicants must already have U.S. work authorization without requiring current or future visa sponsorship.

Base salary: $114,500–$157,400 per year, plus potential variable compensation and benefits.

Company

Diversified financial services organization providing financial planning and advice, asset management, and insurance services to individual, small business, and institutional clients.

What you will do

• Lead manager research, selection, and ongoing due diligence for liquid alternative mutual funds, separately managed accounts, and exchange-traded funds.
• Own research coverage for the Liquid Alternatives asset class and identify new investment opportunities.
• Conduct qualitative and quantitative analysis of investment philosophy, process, people, performance, portfolio construction, risk management, and operational capabilities.
• Monitor manager performance and risk, engage with portfolio management teams, and maintain research reports, scorecards, and updates.
• Recommend manager additions, retention, watch status, and removals from approved and recommended lists.
• Present investment insights to investment committees, senior leadership, financial advisors, and internal partners while supporting advisor education, product development, and marketing reviews.

Requirements

• At least five years of experience in investment research, manager due diligence, investment consulting, asset allocation, or a related investment role.
• Bachelor’s degree in Finance, Economics, Investments, or a related field, or equivalent experience.
• Experience evaluating investment products and managers using qualitative and quantitative research methods.
• Strong analytical, written, and verbal communication skills, with the ability to present recommendations to senior stakeholders and investment committees.
• Proficiency with investment research platforms such as FactSet, Morningstar Direct, Bloomberg, or similar tools.
• Active FINRA Series 7 license or ability to obtain it within 120 days; valid U.S. work authorization without visa sponsorship is required.

Nice to have

• Knowledge of liquid alternative strategies such as hedge fund replication, long/short equity, market neutral, managed futures, global macro, multi-strategy, credit, and alternative income.
• Experience with manager selection, ongoing oversight, portfolio construction, risk management, and performance attribution.
• Experience presenting recommendations to investment committees or senior leadership and working with third-party asset managers.
• CFA or CAIA designation, or progress toward completion.

Culture & Benefits

• Client-centric, relationship-based environment emphasizing in-person collaboration and face-to-face communication.
• Full-time exempt position with office-based collaboration at least four days per week.
• Benefits include vacation time, sick time, 401(k), and health, dental, and life insurance.
• Pay-for-performance compensation philosophy with potential bonuses, commissions, and long-term incentives depending on the role.