Research Analyst

job description summary

as a research analyst, you will be an integral member of the manager research team within the investment department, responsible for sourcing, evaluating, and monitoring investment managers, as well as conducting research that informs investment decisions and client communications. This role requires analysis across a broad range of investment strategies, asset classes, and geographies, with a focus on generating actionable insights and supporting portfolio construction and oversight.

as a research analyst, you will be an integral member of the manager research team within the investment department, responsible for sourcing, evaluating, and monitoring investment managers, as well as conducting research that informs investment decisions and client communications. This role requires analysis across a broad range of investment strategies, asset classes, and geographies, with a focus on generating actionable insights and supporting portfolio construction and oversight.

focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

• source, evaluate, and conduct due diligence on investment managers across asset classes
• identify and research emerging investment opportunities and thematic initiatives to inform investment strategy and client communications
• develop and enhance qualitative and quantitative manager research reports
• leverage analytical platforms to monitor portfolio exposures, characteristics, and risks, including scenario and stress-test analysis
• perform cross-asset portfolio analysis to assess performance, monitor risk, and identify optimization opportunities
• maintain and enhance the investment manager database, ensuring data accuracy and seamless integration across systems
• improve analytics workflows through automation and process enhancements
• produce formal research reports and quarterly manager updates
• communicate investment insights clearly and effectively, both verbally and in writing, to investment committee

• 2+ years of relevant investment research experience (e.g., endowment & foundation, ocio, ria/family office or as a principal investor), with a focus on active manager due diligence
• b.s. Accounting, economics, engineering, finance, or math
• interest in pursuing cfa charter (or comparable certifying exam) preferred
• proficiency in microsoft office and financial databases (e.g., bloomberg, morningstar, bipsync, factset)
• coding or data analytics experience is a strong plus
• solid understanding of qualitative and quantitative investment principles
• strong written and verbal communication skills, with the ability to translate complex ideas clearly

this position is an exempt position. The annualized base pay range for this role is expected to be between $100,000 - $150,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees.

Other rewards may include an annual cash bonus and a comprehensive benefits package.

focus partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, focus partners supports clients at every stage of life, helping them manage their financial future. Focus partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.

Focus partners is part of focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about focus, visit  or follow the company on linkedin.

focus is a leading financial services firm comprised of integrated wealth management, family office, and…