Senior Manager Research Analyst

Summary

Join World Investment Advisors (WIA) as a Senior Analyst of Manager Research and drive the implementation of WIA's Strategy Research Process. Leverage your expertise in qualitative and quantitative analysis to identify and recommend high-quality investment strategies. You will serve as a trusted advisor, providing actionable insights to enhance wealth management and retirement plan offerings. Exceptional communication skills are essential for collaboration and compliance. This role requires a Bachelor's degree and 5+ years of experience in investment strategy research and analysis. WIA offers a competitive salary, bonus program, and comprehensive benefits package.

Requirements

• Bachelors degree required with a minimum of 5+ years of professional experience in investment strategy research and analysis, or related wealth management or investment management experience
• Highly motivated and results driven individual, a self-starter
• Excellent analytical, problem solving, and decision-making skills
• Excellent written communication skills
• Good verbal communication and presentation skills
• Strong aptitude for working collaboratively in a team environment while working in a fully remote capacity

Responsibilities

• Implement the World Investment Advisors (WIA) Strategy Research Process to identify, review, and recommend high-quality investment strategies from their assigned asset classes for use in wealth management accounts and retirement plan lineups
• Gather and review qualitative information about investment strategies from various sources
• Interview investment strategy management teams to develop a deep understanding of their investment decision-making system, including key personnel, investment philosophy, decision processes, and portfolio construction
• Evaluate investment strategy data, including but not limited to returns, risk metrics, holdings and allocation data, and other strategy-related data from Morningstar Direct and other sources
• Formulate a recommendation on reviewed investment strategies by analyzing and synthesizing qualitative and quantitative research
• Prepare a comprehensive written review report including analysis and a recommendation on the investment strategy
• Verbally present the review report to the appropriate committee/stakeholders and respond to any questions from said committee/stakeholders
• Perform ongoing monitoring and due diligence of investment strategies within their assigned coverage, including an annual review report
• Perform and document risk assessment of assigned investment products/strategies for various risks and then present findings to WIA Product Risk Committee
• Assist advisors and Investment Team members with selecting investment strategies from among the investment strategies assigned to their coverage and/or from within their assigned asset classes
• Respond to advisors’ inquiries about investment strategies assigned to their coverage and/or their assigned asset classes, including providing written and verbal commentary on said strategies and asset classes as needed
• Continually develop and apply knowledge of a broad range of investments/finance topics both independently and in collaboration with other Investment Team members
• Maintain deep and current knowledge of investment strategies assigned to their coverage and of their assigned asset classes
• Create and/or contribute to investment research, analysis, communications and other related content and materials, both independently and in collaboration with other Investment Team members
• Condense work results and/or recommendations into concise, relevant, and understandable deliverables and visualizations for the Chief Investment Officer (CIO), Investment Team members, and/or other audiences, including World Investment Advisors clients
• Propose suggestions for and contribute to the continuous improvement of the World Investment Advisors Strategy Research Process
• Develop and maintain relevant documentation for research projects, tasks, and assignments
• Ensure all activities are in compliance with applicable rules, regulations, policies, and procedures
• Perform additional related work and responsibilities as assigned by the CIO and/or World Investment Advisors leadership

Preferred Qualifications

• Active Chartered Financial Analyst (CFA) designation strongly preferred; successful progress towards the CFA charter also considered
• Masters degree in finance, investments, statistics, economics, business administration, or related field preferred
• Investments designations such as Financial Risk Manager (FRM), Chartered Alternative Investment Analyst (CAIA), Certificate in Investment Performance Measurement (CIPM), and/or Certified Investment Management Analyst (CIMA) also preferred
• Professional experience using Morningstar Direct to gather and analyze investment strategy data
• Series 65/66 and Series 7 licenses preferred, or willingness to get licenses within 12 months of start date

Benefits

• 401(k) with Employer Match
• Health Insurance (with HSA option)
• Dental Insurance
• Vision Insurance
• Life Insurance
• Generous Paid Time Off Policy
• Flexible Spending Account (FSA)
• Healthy Work/Life Balance
• Maternity/Paternity Leave Policy
• Remote Work Opportunity
• Bonus program