What are the responsibilities and job description for the Director of Institutional Research position at Merit Financial Advisors?
Company Description
Merit Financial Advisors is dedicated to supporting clients in exceeding their financial goals and advisors in expanding their businesses. The company provides practice management resources, an industry-leading technology platform, operational support, and investment expertise to drive growth and deliver a superior client experience. Merit Financial Advisors works with advisors affiliated with independent broker-dealers and registered investment advisors.
Role Description
This is a full-time role for a Director of Institutional Research. The Director of Institutional Research will be responsible for conducting institutional research on the investment strategies Merit uses to manage client portfolios. This role will involve utilizing analytical skills, statistical analysis, and accreditation knowledge to support the organization's strategic initiatives. The individual will be a member of the Investment Committee responsible for asset allocaton and risk management.
Qualifications
- Institutional Research and knowledge of alternative investments
- Analytical Skills and Statistics proficiency
- College degree and CFA
- Experience in data collection and analysis, use of AI to further the research process
- Strong problem-solving and critical thinking abilities
- People management skills
- Excellent written and verbal communication skills
Salary : $125,000 - $175,000