Senior Research Analyst
About The Position
The Macro and Credit Research team evaluates and recommends investment strategies for internal and external clients across fixed income, credit, and macro strategies, including long-only and hedge fund approaches. The Senior Research Analyst conducts in-depth research on third-party investment managers and their strategies. In collaboration with senior team members, the analyst builds manager relationships, gathers and evaluates investment and operational information, applies quantitative tools, and identifies the key drivers of strategy performance, risk, and fit. The analyst takes ownership of defined manager research assignments, develops evidence-based views and ranking recommendations, and contributes investment ideas for client and Russell portfolios. The role also supports stronger research processes and produces clear, decision-useful analysis for investment teams and clients. It offers the opportunity to work with a small, experienced team and grow toward broader manager research and investment responsibilities. The successful candidate has strong fixed-income knowledge, sound investment judgment, and experience analyzing portfolios with qualitative and quantitative methods. Experience researching external investment managers and knowledge of the fixed-income manager universe are required. Strong communication and relationship-management skills are essential, as the role involves regular interaction with investment managers, colleagues, and clients. Programming skills, particularly in Python, are important; VBA, SQL, and other analytical tools are also valuable.
Requirements
- 7–10 years of investment or related experience.
- Bachelor’s degree required.
- Strong understanding of fixed-income markets, investment principles, asset classes, and relevant financial theory.
- Experience analyzing investment portfolios, including factor analysis, risk exposures, performance attribution, or related portfolio analytics.
- Ability to assess complex quantitative and qualitative information and translate findings into clear investment views.
- Experience evaluating investment managers and their strategies is required.
- Programming and data skills, including Python.
- Excellent problem-solving skills, attention to detail, and sound judgment.
- Strong written and verbal communication skills, curiosity, and enthusiasm for continued learning.
- Demonstrated ability to build and maintain effective professional relationships.
- Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future; the role is not eligible for employment-based immigration sponsorship.
Nice To Haves
- A master’s degree or higher; a degree in finance or a quantitative field is strongly preferred.
- Experience with VBA, SQL, or other analytical tools.
- CFA or CAIA charterholder, or progress toward a designation.
- Experience using AI tools to improve research quality, processes, or efficiency.
Responsibilities
- Collect, organize, and validate data to support manager and strategy research.
- Conduct detailed quantitative and qualitative analysis of investment managers and their strategies.
- Develop and maintain working relationships with third-party investment managers.
- Form research agendas for manager meetings, combining prior analysis with focused questions that make effective use of meeting time.
- Explain manager views, investment processes, and research conclusions clearly to clients and internal stakeholders.
- Develop research-based views and ranking recommendations for assigned strategies, supported by relevant evidence and analysis.
- Document manager assessments, research conclusions, key risks, and changes in investment views.
- Prepare supporting analysis and content for investment recommendations and portfolio discussions.
- Create clear investment research and market content for internal and external audiences.
- Work with team members to set research priorities and deliver agreed objectives.
- Identify and implement opportunities to improve research methods, data quality, and team processes.
- Use AI and other analytical tools responsibly to improve research processes and efficiency.
Benefits
- Annual performance bonus, subject to eligibility criteria.
- Competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
