What are the responsibilities and job description for the RESEARCH ASSOCIATE position at Manning & Napier?
Summary
As a Research Associate, you will work with a team of Analysts as a member of a Sector Team. You will conduct company and industry specific research and analysis assisting Analysts in recommending equities for client accounts and our in-house funds. You will report to the Managing Director of your Sector Team.
Responsibilities
Analyze company-specific, industry and macro-economic information from various sources, including regulatory filings, company investor relations websites, third-party research, online sources, newspapers, books, databases, etc., and from speaking with management teams and industry experts
Combine information into relevant investment ideas
Create and use financial models (e.g. revenue, financial statements, valuation) to support investment ideas
Write and present investment recommendations, supported by quantitative analyses, to sector group and to a team of portfolio managers
Monitor client investments and relevant coverage areas on an ongoing basis
Record meeting notes for sector team meetings & carry out other administrative tasks as requested (e.g. run investment screens, create charts, update financial quarterly financial data, etc.)
Qualifications
Bachelor's degree with a record of academic achievement; concentration in finance, economics or related field a plus
Proficiency with Microsoft Excel and Word software programs
Progress towards CFA designation a plus
Perks
Health, dental & vision insurance
Employer HSA contribution
Opt out credit
401k employer match
Paid volunteer days
Gym reimbursement
Compensation: $60-65k base salary; additional incentive-based compensation expected
Salary : $60,000 - $65,000
