Research Analyst supporting investment manager due diligence within Marquette’s Alternatives research team focused on real assets. Conducting fund due diligence, analysis, market research, and preparing investment recommendations.
About the role
- Investment Analyst at Cetera Financial Group conducting investment research on mutual funds and ETFs. Collaborating with senior leadership and providing actionable recommendations to institutional clients.
Responsibilities
- Gain a deep understanding of the investment methodology employed by our team
- Perform detailed quantitative and qualitative research on mutual funds, exchange traded funds (ETFs), separate accounts and other investment types commonly used for retirement investing
- Support the team’s recurring overall market analysis
- Schedule and conduct interviews with portfolio managers and other key investment team members to gather more information about investment products, write notes on the meetings.
- Produce well-informed evaluations on the attributes of investment managers and present investment recommendations to the Investment Committee
- Follow news and regulatory filings on investment strategies and provide insights and analyses on mutual fund and ETF developments.
- Collaborate on interdepartmental projects as needed, including preparation for new legislative rules implementation and related strategic programs
- Ad hoc requests such as participating on investment review calls with institutional clients
Requirements
- Bachelor’s Degree or equivalent
- 2–3 years of experience in the financial industry, ideally within the investment sector, with a focus on analyzing mutual funds and other pooled investment vehicles.
- Understanding of investment-oriented databases (e.g., Morningstar Direct, FI360) strongly preferred
- Excellent written and verbal communication skills, strong presentation skills
- Sound logic and reasoning with a demonstrable ability to ask the right questions and make informed decisions
- The ability to see the bigger picture, distill information quickly, and identify performance driving factors
Benefits
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
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