Research Associate, Financial Analyst, Portfolio & Asset Management

Research Associate

The primary role is manager selection responsibilities covering mutual funds, but can include alts. Expected to participate on portfolio construction discussions as well as day-to-day monitoring and reporting of all relevant products. Applying investment knowledge towards the manager selection role vis-a-vis a rigorous due diligence process. This can (in the future) be applicable across the three major product verticals of traditional, hedge funds (alts), and privates.

• Primary focus on delivering the due diligence goals of onboarding mutual funds
• Covers all regions and asset classes for traditional long-only
• Potential to expand coverage into alternatives
• Contribution to the ongoing development of analytical as well as qualitative processes relevant to the above
• Maintain general knowledge of markets, both macro (top-down market, economic, industry) and micro (fund/strategy specific)
• Must be capable of producing materials for both internal and commercial use, i.e., investment memos and analysis
• Expected to present new ideas, investment cases as well as seek out new opportunities
• Oral as well as written presentations
• Develop relationships with external partners and take ownership of those relationships
• Requires ongoing interactions to be apprised of latest updates from managers as well as broad industry
• Liaise with other business areas, i.e., risk, compliance, legal, operations, commercial (Private Bank)
• Responsibility is owned by the individual as continuous and ongoing
• Act as direct representative of the FOF team internally and externally exhibiting high degrees of expertise and professionalism

• BA in economics, business or quantitative discipline preferred, but not required
• 3 to 5 years of experience in asset management, fund of funds, or family-office
• Proficiency in MS Office suite, particularly MS Excel
• Programming in SQL and Python a plus
• Knowledge of statistical and factor analysis a plus
• Knowledge with Morningstar preferred
• Excellent verbal communication and written skills
• Must be able to self-organize but can work collaboratively within a team/group environment
• English fluency;
  Portuguese & Spanish fluency a plus
• Must be able to present in office (not a remote role)
• Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.