Conduct equity manager research
Manage a category of mutual funds or client accounts
Make buy, sell, and hold recommendations
Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.)
Asset class research coverage (equities), which includes maintaining a high-conviction list of products
Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage
Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers.
Conducting onsite due diligence pursuant to GMR’s evaluation criteria
Work under direction of experienced analysts

4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Experience with mutual funds, separately managed accounts and exchange traded products
4+ years of advanced financial analytical experience with high attention to detail and accuracy
4+ years of overall investment experience
Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments
Experience in money manager research including writing investment research reports or commentary
Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint
Excellent verbal, written, and interpersonal communication skills
Chartered Financial Analyst (CFA) designation
A BS/BA degree or higher in business, finance, economics, accounting or engineering

Senior Investment Analyst – Global Manager Research

Key skills