Conduct in-depth due diligence on investment management firms and multi-asset strategies
Lead and/or participate in manager interviews with portfolio management teams and business leadership
Perform qualitative assessment of investment teams and organizations
Build and maintain analytical content across research deliverables
Produce high-quality written research
Contribute to post-meeting discussions and the development of recommended manager ratings
Attend external conferences, as appropriate
Provide ad hoc support to consultants in preparing for internal and external research meetings

Bachelor of Arts or Bachelor of Science (BA/BS) degree in finance, economics, or other business-related areas
Three or more years of investment experience (e.g., investment research, multi-asset research, manager research and due diligence, portfolio analytics, institutional consulting support)
Demonstrated capability in quantitative analysis and comfort working with investment data
Strong writing and communication skills
Strong organizational skills and attention to detail
Proficiency in Excel and other Microsoft Office applications

Investment Research Specialist

Key skills