About this role

Conduct Operational Due Diligence research on new and existing investment firms on GMR’s list
Assist investment analysts in sourcing and adding strategies to GMR’s recommended list.
Evaluate third party investment firms through an operational lens
Draft communications to the field, including communications related to changes in money manager ratings, manager updates and topical white papers
Perform risk analysis on third-party investment firms
Cover a universe of third party investment firms, following GMR’s stated process.

4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Experience in money manager research, particularly on the operational due diligence side.
Experience writing commentary for various audiences
Microsoft Excel skills
Ability to create and deliver dynamic presentations
Strong analytical skills with high attention to detail and accuracy
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Excellent verbal, written, and interpersonal communication skills.

Senior Retail Investment Research Analyst

Key skills