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Duke CareersSenior Clinical Research Specialist
Clinical Research Specialist supporting clinical research operations at Duke University School of Medicine. Involves data management, participant recruitment, and compliance with study protocols.
About the role
- 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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