40 applicants

Company

Original Job Post

IMA Financial Group, Inc. · 2 days ago

Senior Research Analyst

United States

Full-time

Remote

Senior Level

$116K/yr - $160K/yr

7+ years exp

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Financial ServicesInsurance

Growth Opportunities

Insider Connection @IMA Financial Group, Inc.

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Run point on investment manager due diligence, assessing investment managers and strategies currently used by clients as well as those that might be used in the future

Support the firm’s long-term capital markets forecasting process, near-term views, and topical research

Build relationships within the industry to help identify managers worthy of consideration in our portfolio development process

Support the consulting team and clients by conducting one-off research and analysis in response to client requests and/or needs

Prepare for, help facilitate, and actively participate in the Syntrinsic Investment Committee decision-making process

Develop materials for and participate in client meetings, client events, prospective client meetings, panel discussions, conferences, and other educational opportunities

Collaborate with colleagues across the firm to meet firm and client needs

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Manager researchInvestment manager due diligenceMonitoringAnalyzing capital marketsAuthoring thought pieces on investingCapital markets investing through a values lens work effectively with economic data research tools including BloombergMorningstarMSCIPitchbookMicrosoft WordMicrosoft ExcelProblem-solvingHard-workingAttention to detail organizational skills writtenOral presentation skills work laterally across the organization work independently

Required

7-10 years of relevant work experience, or an equivalent combination of education and experience

Experience in manager research, with a comprehensive understanding of the investment manager due diligence process

Experience and interest in monitoring and analyzing the capital markets, and researching and authoring thought pieces on investing and capital markets

While not a requirement, familiarity with investing through a values lens (e.g., environmental social and governance integration, faith-based investing, thematic impact investing, etc.) is beneficial

Ability to work effectively with economic data

Attention to detail

Good organizational skills

Strong written and oral presentation skills, including experience presenting investment ideas to an investment committee or similar body

Ability to work laterally across the organization to benefit clients

Ability to work independently and with minimal supervision

Knowledge of research tools including Bloomberg, Morningstar, MSCI, Pitchbook, as well as software tools such as Microsoft Word and Excel

Benefits

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

Family Assistance Program

FSA

HSA

Pre-Tax Parking Plan

401(k)

Life/AD&D

Accident

Critical Illness

Hospital Indemnity

Long Term Care

Short-term Disability

Long-term Disability

Business Travel Accident

Identity Theft

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Gift Matching

Health Club Reimbursement

Personal and Professional Development

Company

IMA Financial Group, Inc.

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.

Founded in 1974

Denver, Colorado, USA

1,001-5,000 employees