Research Analyst

Focus Partners Wealth seeks a motivated and qualified individual for the position of Research Analyst. The Institutional Advisory Practice manages global, multi-manager portfolios for non-profit organizations and families. As a Research Analyst, you will be part of an investment team responsible for sourcing, evaluating, and monitoring investment managers as well as performing research that supports our investment and client communication efforts. The position will require analysis of a wide array of investment strategies across asset classes and geographies.

Primary Responsibilities For This Position Include

• Source and perform due diligence on investment managers across asset classes
• Research emerging areas of investment opportunity as well as initiatives that will inform our investment thinking and client communications
• Construct and enhance qualitative and quantitative manager analysis reports
• Utilize analytical platforms to monitor portfolio exposures, characteristics, stress-test scenarios, and assess potential risks and opportunities within portfolios
• Conduct portfolio analysis across asset classes to assess performance, monitor risks, and identify optimization opportunities
• Maintain a database of investment managers and strategies and ensure seamless data integration across sources to enhance portfolio analytics
• Streamline analytics workflows through automation
• Compose formal research reports and quarterly manager research updates
• Effectively communicate one’s analysis to the team verbally and in writing
• Prepare materials to support our marketing efforts
  
  

Qualifications

• A bachelor’s degree
• 2 years of investment research experience (e.g., at an E&F, OCIO, or similar investment office) conducting due diligence on actively managed strategies
• Aptitude in Microsoft Office suite as well as a variety of financial and performance databases (e.g. Bloomberg, Morningstar, FactSet, etc.)
• Experience in coding a major plus
• Knowledge of qualitative and quantitative investment concepts
• Strong communication skills, both verbal & written
• Exceptional organizational skills and attention to detail
• This is an Exempt position
  
  

Focus Partners Wealth is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.

The annualized base pay range for this role is expected to be between $95,000 - $100,000. 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 reward may include an annual cash bonus and a comprehensive benefits package