Research Analyst

Focus Partners Wealth•Deerfield, IL

3d•$100,000 - $150,000•Hybrid

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.

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