Education and Experiencebr br Bachelors degree or foreign education equivalent in Finance, Economics, Accounting, Statistics, Business Administration, Mathematics, or a closely related field and five 5 years of experience in the job offered or five 5 years of experience performing fund research and manager selection across asset classes.br br Or, alternatively, Masters degree or foreign education equivalent in Finance, Economics, Accounting, Statistics, Business Administration, Mathematics, or a closely related field and two 2 years of experience in the job offered or two 2 years of experience performing fund research and manager selection across asset classes.br br Skills and Knowledgebr br Candidate must also possessbr br Demonstrated Expertise DE analyzing and benchmarking mutual funds or institutional strategies by interviewing portfolio managers to assess strategic vision and investment strategy including, analyzing investment philosophies, resources and capabilities, portfolio construction processes, and performance assessment in economic regimes; and analyzing sources of risk and return, using Bloomberg, Excel, Factset, Morningstar Direct, and eVestment analytics.br br DE analyzing portfolio performance and risk exposures for fund managers across equities, fixed and high income, alternative asset classes, and mandates ESG; identifying and screening potential investment candidates, using Excel, Bloomberg, Factset, Morningstar Direct, and eVestment analytics; performing competitive fund manager analysis, using Bloomberg, Excel, Factset, Morningstar Direct, and eVestment analytics; and presenting fund analysis and investment recommendations to portfolio managers.br br DE collaborating with portfolio managers to provide input on asset and subasset class research and portfolio construction to aid in strategic or tactical portfolio positioning; and presenting recommendations and viewpoints in internal team and external client meetings.br br DE collaborating with quantitative analysts, data, and technology teams to create and improve reports and tools that assist in managing research processes fund performance attributions, macroeconomic dashboards, and asset class analysis.
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