Investment Research Manager jobs in United States
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Hightower · 1 month ago

Investment Research Manager

Hightower is a wealth management firm providing investment and financial services. The Investment Research Manager will curate investment products for the HT1 platform and manage relationships to drive operational efficiency across the organization.

FurnitureManufacturingRetailWholesale
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Growth Opportunities
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Responsibilities

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
Analyze models, portfolios and holdings transitioning to the HT1 platform using industry analytical tools. Make migration recommendations based on investment objective criteria
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
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
Collaborate with teams across Operations, Technology, Compliance, and Product to ensure coordinated project execution and alignment with organizational objectives

Qualification

CFAPortfolio analysis toolsWealth management experienceQuantitative portfolio managementStakeholder managementCommunicationProject management

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

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Hightower is a manufacturer and supplier of furniture and furnishing products for the technology, education, and hospitality sectors.

Funding

Current Stage
Growth Stage

Leadership Team

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Jenna Geigerman
President / COO
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Natalie Hartkopf
Chairman/Co-Owner
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Company data provided by crunchbase