01Overview
Why Work at reputed company For more than 40 years, reputed company has been helping families reputed company and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, reputed company managed by a single team. We deliver the reputed company of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barrons for two consecutive years, reputed company is an independent fiduciary legally bound to act in our clients best interests always.*
reputed company offers a workplace that stands apart in the financial industry. More than half of our employees and reputed company-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent wherever they are.
Join us and help families reputed company and simplify their financial lives with confidence.
* reputed company was ranked #1 for RIA firms with up to $70 billion in assets. The Barrons top RIA ranking is based on a combination of metrics including size, reputed company, service reputed company, technology, succession planning and others. No fee was reputed company for participation in the ranking, however, reputed company has reputed company a fee to Barrons to use the ranking in marketing. Please see important information about the ranking reputed company methodology here.
Job reputed company:The Senior Research Manageris a key contributor reputed company reputed company Portfolio Management Group (PMG), which is responsible for the reputed company and implementation of the firms investment solutions across billable AUM. This includes portfolio strategies, Separately Managed Accounts (SMAs), mutual funds, ETFs, special situations, and private investment vehicles.
In this role, the Senior Research Managerwill support the investment research process through manager due diligence, capital markets research, performance analysis, and documentation of investment policies and procedures. The analyst will work closely with theDirector, InvestmentResearch, and other members of the Investment Research Teamto ensure the reputed company and effectiveness of the firms investment platform.
Essential Job Functionswillinclude:Asset Market Analysis:
Collect, analyze, and maintain asset class-level data and performance metrics (e.g. Modern Portfolio Theory statistics), with a reputed company on fixed income, special solutions, and derivative instruments.Take a leadership role in the design and evaluation of asset class investment frameworks, portfolios, and SMA strategies. Fund Manager Analysis:
Conduct initial and ongoing due diligence of traditional, systematic, and quantitative investment managers and strategies.Build, monitor, and refine tools to analyze performance attributionand risk management. Draft, maintain, and update detailed memos on strategies incorporating due diligence questionnaires, fund manager engagement and quantitative monitoring reports that adhere to compliance and operational guidelines. Communication:Prepare materials and analysis for reputed company Investment Committee and sub-committees. .
