Assist with analysis across economics, regulatory impacts, investments, products, commentaries, and portfolios; contribute to reports and presentations for stakeholders.
Collaborate with Sr Investment Research Analyst and Senior Manager to help translate findings into actionable recommendations.
Develop market and competitor research to provide data-driven insights in partnership with Investment Management, Product Management, and Research and Reporting teams.
Prepare and interpret reports to illustrate structural and statistical characteristics of investment portfolios, vehicles, and strategies.
Liaise with Distribution team on behalf of Research and Reporting to optimize the data and reporting options for the field.
Leverage cloud analytics platform and new technology in research process.
Stay informed on industry trends, sub-advisers, and products to ensure relevant research.
May participate in cross-functional projects and meetings.

Requirements

Bachelor’s degree in finance, economics, or a related field.
Two years of experience, preferably in the financial services industry.
Knowledge of mutual funds, insurance products, and investment terminology.
Understanding of financial services investment processes and pricing.
Ability to identify trends and patterns in data and support informed decision-making.
Strong analytical, organizational, and communication skills including the ability to organize and synthesize data to reach conclusions.
Passion for learning and deep interest in the capital markets, economy, and investing.
Attention to detail combined with a solutions-oriented mindset.
Grace under pressure with an ability to adapt to get things done.
Proficient in MS Office.
Familiarity with market research tools such as eVestment, Morningstar Direct, and Bloomberg (preferred).
Experience with Microsoft Fabric, Power BI, SQL, and/or Python (preferred).
Progress towards Chartered Financial Analyst (CFA) designation (preferred).

Benefits

Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Paid Time Off starting at 160 hours annually
Ten (10) paid holidays per year
Be Well Company holistic wellness program
Parental Leave – fifteen (15) days of paid parental leave
Adoption Assistance
Employee Assistance Program
College Coach Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analysismarket researchfinancial services investment processespricingSQLPythonMicrosoft FabricPower BIreport preparationstatistical analysis

Soft Skills

analytical skillsorganizational skillscommunication skillsattention to detailsolutions-oriented mindsetadaptabilityability to identify trendspassion for learninggrace under pressuresynthesis of data

Certifications

Bachelor’s degree in financeBachelor’s degree in economicsChartered Financial Analyst (CFA) designation (progress towards)