portfolio managementinvestment analysisquantitative analysisinstitutional clientsretirement plansmanager selectionfund research
Вакансия из Hirify Global, списка международных tech-компаний Для мэтча и отклика нужен Plus
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У руководящей роли понятный фокус на инвестиционных исследованиях, сильный пакет льгот и зарплатный диапазон, верхняя граница которого выше 75-го перцентиля рынка. При этом четыре дня в офисе в неделю ограничивают гибкость.
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Много дней в офисеСильный соцпакетВысокий потолок зарплатыПонятные задачи
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Описание вакансии
Текст:
Hirify AI/Оригинал
TL;DR
Director, Manager Selection (Investment Research): Assessing, selecting, and monitoring mutual funds and investment managers for retirement plan lineups and other institutional portfolios with an accent on quantitative and qualitative research, fund oversight, and client service. Focus on evaluating long-term fund prospects, refining selection processes, developing retirement plan best practices, and presenting recommendations to institutional clients.
Location: Chicago, United States; hybrid work with four days in the office each week in most locations
Total cash compensation: $201,450–$308,900 annually, inclusive of annual base salary and target incentive
Company
hirify.global provides investment research, manager selection, retirement plan, and portfolio oversight services to institutions, advisors, and investors worldwide.
What you will do
Lead the research, assessment, selection, and ongoing oversight of mutual funds and other investment offerings.
Cover an asset class or defined subset of asset classes and monitor fund strategy, management, and firm-level developments.
Evaluate funds for fiduciary retirement services and help develop best practices for retirement plan lineup design and management.
Collaborate with retirement and manager research colleagues to set performance expectations, identify concerns, and assess portfolio roles.
Manage institutional client relationships, support reporting deadlines, prepare evaluations and presentations, and present findings to clients.
Help create and maintain defined contribution engagements with plan providers and plan sponsors.
Requirements
7+ years of experience evaluating investment strategies from quantitative and qualitative perspectives.
Experience interviewing fund managers and assessing the long-term prospects of funds.
Experience working with institutional clients, including retirement plan record keepers, wealth management firms, or broker-dealers.
Strong writing abilities, excellent quantitative skills, and meticulous attention to detail.
Bachelor's degree.
Culture & Benefits
Hybrid work environment with regular in-person collaboration.
401(k) match of 100% up to 6% of salary and stock ownership potential.
Medical, dental, and vision coverage with potential premium discounts and HSA contributions.
Trust-based time off, paid sabbatical, family caregiving leave, parental leave, and adoption assistance.
Leadership coaching, formal mentorship, tuition reimbursement, and an annual flex stipend.
Life insurance, disability insurance, charitable matching, volunteer programs, and employee resource groups.
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