Participate in and/or lead interviews with portfolio management teams and business leaders
Gather and analyze information to identify and communicate asset managers generating value for clients
Meet the needs of clients including analytics and strategic research
Attend external conferences to develop technical knowledge and personal career
Conduct quantitative analysis by developing relevant data, charts, summary views, and detailed analysis
Contribute to post meeting discussions covering key issues and recommended manager ratings
Provide ad hoc support to consultants in preparing for research meetings
Assist in preparation for direct client discussions on managers/strategies

Bachelor’s degree in finance, economics, or other business-related areas
At least 3 years of applicable experience
Analytical skills and attention to detail
Ability to multi-task, manage multiple priorities and work in a rapidly changing environment
Writing and communication skills
Proficiency in Excel and Microsoft office
Intellectual curiosity, tenacity and willingness to take on new opportunities

Investment Research Specialist

Key skills