WMS Manager, Analyst

• Provide top quality research and investment analysis
• Participate in the manager selection process
• Conduct ongoing due diligence for mutual funds, separate accounts and investment strategists across Managed Accounts
• Support model portfolios and recommended lists
• Manage partner relationships
• Review marketing/training materials
• Contribute to cross-organizational and strategic projects
• Support senior analysts
• Improve existing analytical tools, models and processes
• Conduct comprehensive investment research, analysis and manager selection for assigned product lines using qualitative and quantitative techniques
• Provide back-up coverage for assigned asset classes or independent coverage of smaller asset categories
• Conduct general securities analysis and support when needed
• Communicate regularly with external partners regarding product performance, due diligence and operational issues
• Act as a subject matter expert on medium-scale, cross-organizational projects
• Support search and selection related to maintenance of the U.S. Growth Equity category

• 3-5 years’ relevant experience
• Bachelor’s degree
• Series 7 or ability to obtain within 120 days
• Prior manager research experience
• CFA, CAIA, CIMA, CIPM
• Strong quantitative skills with the ability to combine investment knowledge and technical expertise to produce effective results
• Experience with analytical software to analyze investments (Excel, Access, Fact Set, Morningstar Direct)
• Experience managing professional relationship with third party institutions
• Attention to detail and strong written/verbal communication skills
• Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States

Demonstrates expertise in investment analysis and manager selection, utilizing strong quantitative skills and analytical software to support investment strategies and maintain partner relationships. Proficient in conducting due diligence and providing comprehensive research across various asset classes.

• Investment Analysis
• Manager Selection
• Quantitative Skills
• Analytical Software Experience
• Relationship Management

• Investment Research
• Due Diligence
• Securities Analysis
• Analytical Techniques
• Portfolio Management

• Attention to Detail
• Written Communication
• Verbal Communication

• Series 7
• CFA
• CAIA
• CIMA
• CIPM

• Managed Accounts
• U.S. Growth Equity
• Investment Strategists
• Mutual Funds
• Separate Accounts

• Excel
• Access
• Fact Set
• Morningstar Direct