Research Analyst
About The Position
As a Research Analyst, you will be an integral member of the Manager Research team within the Investment Department, responsible for sourcing, evaluating, and monitoring investment managers, as well as conducting research that informs investment decisions and client communications. This role requires analysis across a broad range of investment strategies, asset classes, and geographies, with a focus on generating actionable insights and supporting portfolio construction and oversight. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.
Requirements
- 2+ years of relevant investment research experience (e.g., endowment & foundation, OCIO, RIA/Family Office or as a principal investor), with a focus on active manager due diligence
- B.S. Accounting, Economics, Engineering, Finance, or Math
- Proficiency in Microsoft Office and financial databases (e.g., Bloomberg, Morningstar, Bipsync, FactSet)
- Solid understanding of qualitative and quantitative investment principles
- Strong written and verbal communication skills, with the ability to translate complex ideas clearly
Nice To Haves
- Interest in pursuing CFA Charter (or comparable certifying exam) preferred
- Coding or data analytics experience is a strong plus
Responsibilities
- Source, evaluate, and conduct due diligence on investment managers across asset classes
- Identify and research emerging investment opportunities and thematic initiatives to inform investment strategy and client communications
- Develop and enhance qualitative and quantitative manager research reports
- Leverage analytical platforms to monitor portfolio exposures, characteristics, and risks, including scenario and stress-test analysis
- Perform cross-asset portfolio analysis to assess performance, monitor risk, and identify optimization opportunities
- Maintain and enhance the investment manager database, ensuring data accuracy and seamless integration across systems
- Improve analytics workflows through automation and process enhancements
- Produce formal research reports and quarterly manager updates
- Communicate investment insights clearly and effectively, both verbally and in writing, to investment committee
Benefits
- annual cash bonus
- comprehensive benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
