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About the role
Key responsibilities & impact- Lead quantitative and qualitative underwriting of investment managers, including evaluation of performance drivers, portfolio construction, risk management, and process consistency.
- Conduct operational due diligence across business operations, compliance frameworks, valuation practices, technology infrastructure, and service providers.
- Support portfolio construction and manager implementation within a multi-asset OCIO framework.
- Maintain ongoing monitoring of approved managers through formal reviews, event-driven reassessments, and watch list oversight.
- Prepare investment committee materials, manager evaluations, scorecards, and strategic recommendations.
- Collaborate with internal investment, portfolio management, risk, compliance, and client teams.
- Mentor junior analysts and contribute to the ongoing enhancement of research frameworks and due diligence processes.
- Serve as a recognized subject matter expert across traditional asset classes, delivering internal investment updates, client presentations, market outlooks, and strategic positioning insights.
- Act as a market strategist within assigned asset class coverage, maintaining differentiated perspectives on macroeconomic conditions, valuation environments, and market cycles.
- Translate market developments into actionable manager research themes and investment recommendations for internal stakeholders and clients.
- Demonstrate expertise through published market commentary, white papers, presentations, or a track record of influencing investment outcomes.
- Represent the firm externally as a trusted investment strategist and thought leader.
Requirements
What you’ll need- Bachelor’s degree in Finance, Economics, Business, or related discipline required; advanced degree preferred.
- 8–12+ years of relevant experience in manager research, due diligence, investment strategy, OCIO, consulting, or multi-asset investment environments.
- Direct experience analyzing traditional asset classes, including equities and fixed income; multi-asset experience preferred.
- CFA strongly preferred; CAIA, FRM, or other relevant investment certifications considered a plus.
- Strong analytical capabilities combining both quantitative and qualitative methods, including performance attribution, manager evaluation, peer analysis, and portfolio construction assessment.
- Experience performing operational due diligence and evaluating operational, compliance, and business risk factors associated with investment managers.
- Proven ability to influence investment discussions and deliver well-supported recommendations to senior stakeholders and investment committees.
- Exceptional written, verbal, and presentation skills, with the ability to clearly communicate complex investment concepts.
- Demonstrated expertise within a traditional asset class supported by published research, market commentary, speaking engagements, or measurable contributions to investment decisions.
- Ability to develop differentiated market views and connect macroeconomic developments to manager selection and portfolio construction.
- Strong executive presence with the ability to present effectively to institutional clients, advisors, investment committees, and external audiences.
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
quantitative analysisqualitative analysisportfolio constructionrisk managementoperational due diligenceperformance attributionmanager evaluationpeer analysismulti-asset investmentinvestment strategy
Soft Skills
analytical capabilitiesinfluencecommunicationpresentation skillsmentoringcollaborationstrategic thinkingexecutive presenceresearch enhancementclient engagement
Certifications
CFACAIAFRM
