Hightower Advisors · 2 weeks ago
Investment Research Manager
New York, NY
Full-time
Hybrid
Senior Level
$150K/yr - $175K/yr
5+ years expHightower Advisors is a wealth management firm that provides investment, financial, and retirement planning services. As an Investment Research Manager, you will curate investment products for the HT1 platform and manage relationships to enhance operational efficiency across the organization.
Financial Services
No H1B
U.S. Citizen Only
Responsibilities
Investment Manager/Product Research: Work closely with New England Pension Consultants (NEPC), our in-house CIO services provider, to identify investment product needs and opportunities, analyze 3rd party and in-house investment strategies, and formulate recommendations on product/manager changes for HT1
Portfolio Analysis and Migration Strategies: Analyze models, portfolios and holdings transitioning to the HT1 platform using industry analytical tools. Make migration recommendations based on investment objective criteria
Relationship Management: Work closely with external investment managers to assess their products for inclusion in HT1. Work with the firm’s Product Management and Investment Operations teams to onboard and operationalize new separate account and model investment strategies
Investment Committee Operations: Work closely with the CRO and Enterprise Ris function, NEPC and other investment committee members to review and obtain approval on product changes and other ongoing reviews of the solutions and providers available through the HT1 platform
Cross-Functional Collaboration: Collaborate with teams across Operations, Technology, Compliance, and Product to ensure coordinated project execution and alignment with organizational objectives
Qualification
Required
Bachelor's degree in a related field
5+ years' experience in wealth or asset management as an analyst
Excellent communication and stakeholder management skills
Ability to execute multiple projects simultaneously and prioritize based on business needs
Preferred
CFA or CFA candidate preferred
Quantitative portfolio management experience/knowledge is valued
Familiarity with portfolio analysis tools (e.g., Bloomberg, Barra, Alladin, Morningstar, FactSet)
Benefits
Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
Flexible PTO plan
Hybrid work schedule (minimum of 3 days in office)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Company
Hightower Advisors
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations.
Founded in 2008Westport, Connecticut, USA
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Bob Oros
Chairman and Chief Executive Officer
Dan Watanapongse
CFO
Recent News
Institutional Investor
2025-10-07
Institutional Investor
2025-09-30
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