USBAM Senior Research Analyst
About The Position
The Senior Manager, Manager Research & Due Diligence Analyst is responsible for leading the end-to-end investment and operational due diligence process across primarily traditional strategies, including equities, fixed income, and multi-asset solutions within an OCIO framework. This role develops forward-looking manager convictions, supports portfolio implementation decisions, and ensures ongoing monitoring through a structured research and governance process. Asset Class Expertise & Strategic Leadership Serve as a recognized subject matter expert across traditional asset classes, delivering internal investment updates, client presentations, market outlooks, and strategic positioning insights. Act as a market strategist within assigned asset class coverage, maintaining differentiated perspectives on macroeconomic conditions, valuation environments, and market cycles. Translate market developments into actionable manager research themes and investment recommendations for internal stakeholders and clients. Demonstrate expertise through published market commentary, white papers, presentations, or a track record of influencing investment outcomes. Represent the firm externally as a trusted investment strategist and thought leader.
Requirements
- Bachelor’s degree in Finance, Economics, Business, or related discipline required; advanced degree preferred.
- 8–12+ years of relevant experience in manager research, due diligence, investment strategy, OCIO, consulting, or multi-asset investment environments.
- Direct experience analyzing traditional asset classes, including equities and fixed income; multi-asset experience preferred.
- Strong analytical capabilities combining both quantitative and qualitative methods, including performance attribution, manager evaluation, peer analysis, and portfolio construction assessment.
- Experience performing operational due diligence and evaluating operational, compliance, and business risk factors associated with investment managers.
- Proven ability to influence investment discussions and deliver well-supported recommendations to senior stakeholders and investment committees.
- Exceptional written, verbal, and presentation skills, with the ability to clearly communicate complex investment concepts.
- Demonstrated expertise within a traditional asset class supported by published research, market commentary, speaking engagements, or measurable contributions to investment decisions.
- Ability to develop differentiated market views and connect macroeconomic developments to manager selection and portfolio construction.
- Strong executive presence with the ability to present effectively to institutional clients, advisors, investment committees, and external audiences.
Nice To Haves
- CFA strongly preferred; CAIA, FRM, or other relevant investment certifications considered a plus.
Responsibilities
- Lead quantitative and qualitative underwriting of investment managers, including evaluation of performance drivers, portfolio construction, risk management, and process consistency.
- Conduct operational due diligence across business operations, compliance frameworks, valuation practices, technology infrastructure, and service providers.
- Support portfolio construction and manager implementation within a multi-asset OCIO framework.
- Maintain ongoing monitoring of approved managers through formal reviews, event-driven reassessments, and watch list oversight.
- Prepare investment committee materials, manager evaluations, scorecards, and strategic recommendations.
- Collaborate with internal investment, portfolio management, risk, compliance, and client teams.
- Mentor junior analysts and contribute to the ongoing enhancement of research frameworks and due diligence processes.
- Serve as a recognized subject matter expert across traditional asset classes, delivering internal investment updates, client presentations, market outlooks, and strategic positioning insights.
- Act as a market strategist within assigned asset class coverage, maintaining differentiated perspectives on macroeconomic conditions, valuation environments, and market cycles.
- Translate market developments into actionable manager research themes and investment recommendations for internal stakeholders and clients.
- Demonstrate expertise through published market commentary, white papers, presentations, or a track record of influencing investment outcomes.
- Represent the firm externally as a trusted investment strategist and thought leader.
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
- Incentive and recognition programs
- Equity stock purchase
- 401(k) contribution and pension
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
