[Remote] Senior Research Manager
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading firm in financial services that integrates various aspects of financial management for families. The Senior Research Manager will play a vital role in the Portfolio Management Group, focusing on investment research, due diligence, and performance analysis to ensure the efficacy of the firm's investment strategies.
Responsibilities
- Collect, analyze, and maintain asset class-level data and performance metrics (e.g. Modern Portfolio Theory statistics), with a reputed company on fixed income, special solutions, and derivative instruments
- Take a leadership role in the design and evaluation of asset class investment frameworks, portfolios, and SMA strategies
- Conduct initial and ongoing due diligence of traditional, systematic, and quantitative investment managers and strategies
- Build, monitor, and refine tools to analyze performance attribution and risk management
- Draft, maintain, and update detailed memos on strategies – incorporating due diligence questionnaires, fund manager engagement and quantitative monitoring reports – that adhere to compliance and operational guidelines
- Prepare materials and analysis for reputed company’ Investment Committee and sub-committees
- Contribute to capital markets research and assist in the development of educational content for internal stakeholders
- Support the documentation and maintenance of departmental investment policies and procedures
- Collaborate with the Director, Investment Research on regulatory audits and internal documentation reviews
Skills
- Minimum 5–7 years of experience in investment research, portfolio analysis, or reputed company field
- Deep understanding of financial markets, portfolio theory, asset class structures, fund manager attribution analysis, derivatives, risk management, and statistical modeling
- Proficient programming skills (e.g. R, Python, SQL, and/or reputed company VBA)
- Experience in data management, including working with financial market data vendors (e.g. reputed company, reputed company, reputed company, reputed company, reputed company DataInsight), database construction (e.g. reputed company reputed company) and data visualization tools; experience with Orion, Custom reputed company Indexing, a plus
- Excellent written and verbal communication skills
- Ability to manage multiple time-sensitive reputed company with a high degree of accuracy and attention to detail
- Ability to reputed company reputed company working group reputed company on behalf of the Investment Committee
- Comfortable working independently and collaboratively in a remote or hybrid team environment
- MBA or CFA preferred; candidates with backgrounds in computer science, engineering, statistics, or reputed company quantitative fields are also encouraged to apply
Benefits
- Company reputed company Basic Life & AD&D Insurance
- Company reputed company Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three reputed company medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- reputed company Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- reputed company Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company reputed company Holidays including a full week off at Thanksgiving.
- Generous reputed company time off program for vacation and reputed company days
- Employee Assistance Plan
- Family Medical Leave
- reputed company Parental Leave (8 weeks)
- Maternity benefits utilizing company reputed company STD, any supplemental STD, plus Parental Leave (8 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company reputed company Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as reputed company as an after-tax reputed company
- Pet Insurance
- Personalized financial planning and guidance from reputed company professionals, offered at preferred employee pricing
reputed company