Fundamental Research Analyst, Strategic Advisers, LLC

Job Purpose:

  • As a Fundamental Research Analyst, you will report to the Director of Research
  • Your responsibilities will include coverage of the U.S. Equity Large Cap peer group and performing extensive due diligence and research on portfolio managers within that universe.

Your Responsibilities:

  • Identify the most compelling equity strategies and recommend the best managers to execute on those selected investment disciplines
  • Perform extensive due diligence on portfolio managers within the U.S. Equity Large Cap peer group
    • Lead meetings with portfolio managers to discuss portfolio strategy, investment team philosophy, and investment process and strategy objectives
    • Conduct rigorous analysis of portfolio managers’ performance, risk and holdings using analytical tools including Bloomberg, FactSet, MPI Stylus, Barra, Morningstar, Style Research and other quantitative tools
    • Perform quarterly oversight of owned sub-advisers and identify/analyze new sub-adviser prospects
  • Make buy/sell/hold investment recommendations on assigned equity strategies
    • Publish research reports on selected managers and the broader peer group
    • Assist SAI Portfolio Managers with tactical/strategic positioning for the Large Cap segment of the market
  • Communicate investment recommendations to SAI Portfolio Managers through written reports, group presentations and 1:1 meetings
  • Provide detailed peer group performance analysis
  • Actively participate in team discussions and asset class initiatives.

Skills and Qualifications:

  • 5 or more years of investment experience with demonstrated track record of impactful research and recommendations
  • Real passion for investing and strong knowledge of and interest in capital markets in general
  • Willingness and desire to travel to meet with portfolio managers
  • CFA credential and/or Masters’ degree preferred
  • Excellent quantitative and analytical skills
    • Ability to comprehend complex market and investment statistics
    • Demonstrated expertise using quantitative analytical tools to assess investment strategies.

Source: for more information click here.

More Information

  • Experience 5-7 Years
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Company Information
  • Specialism Brokers / Consulting
  • Address 245 Summer St Boston, MA 02210 United States
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