Analyst WMS Manager conducting research and investment analysis for financial services leader. Managing partner relationships and participating in the manager selection process.
Responsibilities
Provide top quality research and investment analysis
Participate in the manager selection process
Conduct ongoing due diligence for mutual funds and separate accounts
Manage partner relationships and review marketing/training materials
Requirements
3-5 years’ relevant experience
Bachelor’s degree in finance, economics, accounting, or investment-related field
FINRA Series 7 or ability to obtain within 120 days
Strong quantitative skills
Experience with analytical software to analyze investments (Excel, Access, FactSet, Morningstar Direct)
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