Analyst, Manager Research(Public Fixed Income)

JOB SUMMARY

As a Manager Research Analyst at the company, you will be responsible for evaluating fixed income investment strategies across a range of categories, including credit, securitized, emerging markets debt, long duration, and municipals. You will develop and maintain a focus list of recommended fixed income strategies for client use and present your investment recommendations to the company Enterprise Investment Policy Committee (EIPC). This role also involves collaborating with advisors on asset class education, conducting manager interviews, and supporting strategy placements.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Source and conduct due diligence on assigned asset classes and categories, supporting a diverse client base that includes retail wealth clients and insurance companies.

• Develop and maintain quantitative analyses, charts, and summary reports to support manager ratings and recommendations within assigned asset classes.

• Contribute to the quarterly manager monitor for EIPC meetings.

• Maintain a focus list of recommended investment strategies within assigned asset classes.

• Collaborate with institutional advisors to develop search books for new manager allocations and replacements.

• Create primers, educational presentations, and thought leadership pieces for assigned asset classes and categories.

• Present updates, recommendations, and new ideas to the EIPC as needed.

• Advise the company advisors and the EIPC on relative value within assigned categories, collect required documentation on approved products, and anticipate client needs in assigned categories in collaboration with advisors.

• Identify short- and intermediate-term tactical investment opportunities suitable for client portfolios outside the scope of traditional asset allocation.

• Attend client meetings to assist with asset class education, manager interviews, and strategy placements.

• Participate in peer reviews for team members within the manager research group.

• Prepare, collaborate on, and peer review strategy recommendations with the research team.

• Support asset allocation modeling and model portfolio development processes.

• Assist with new client onboarding by reviewing portfolios, investment strategies, and developing roadmaps.

• Inform the company service teams of any important updates regarding clients' investment managers.

• Lead open RFP processes for large relationships within assigned asset classes.

• Attend and present at industry conferences as needed.

• Support special projects and new business presentations as required.

• Mentor research associates within the group.

REQUIRED EDUCATION AND EXPERIENCE

• Bachelor’s degree from an accredited university

PREFERRED EDUCATION AND EXPERIENCE

• MBA or CFA charter preferred

• Minimum of five years of fixed income investment strategy due diligence experience, including direct manager evaluation, monitoring, and search experience

• Strong preference for experience with Morningstar Direct and eVestment Alliance

• Experience using artificial intelligence (AI) to enhance research due diligence processes

• Experience conducting due diligence on fixed income strategies for taxable investors

• Experience supporting wealth and/or institutional clients in a research, asset management, advisory, or consulting capacity

• Experience working at or serving insurance company clients in consulting, asset management, or reinsurance roles is highly valued

SKILLS

• Excellent written and verbal communication skills

• Highly organized, self-starter with the ability to manage multiple tasks simultaneously

• Proficient in Microsoft Office, particularly Outlook, Word, Excel, and PowerPoint

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice [link for members]

EOE M/F/D/V