ASSET CONSULTING GROUP · 2 hours ago
Research Analyst
Asset Consulting Group is an investment consulting firm seeking a Research Analyst to identify and evaluate investment managers while performing due diligence and monitoring existing managers. The role involves collaborating with senior analysts and supporting client service efforts, along with maintaining performance data and participating in research projects.
AdviceAsset ManagementFinancial Services
Responsibilities
Work with senior analysts to source, identify, evaluate, and monitor investment managers across multiple strategies on a global basis
Perform detailed investment due diligence and document through meeting notes and investment memos
Present findings and results to internal and external constituents, as needed
Maintain and analyze manager performance data
Coordinate RFP process for manager searches
Maintain qualitative and quantitative information for prospective and existing investment managers within the firm’s proprietary databases
Provide support to internal investment professionals and other business partners
Participate in ad hoc research projects, write investment-related articles, and other duties as assigned
Qualification
Required
Completion of a Bachelor's degree and a minimum of five years of experience analyzing investments
Ability to travel on a regular basis; this position may require 10% - 20% travel
Preferred
CFA designation preferred
Genuine interest in capital markets, investment analysis, and portfolio construction
Effective communicator; both orally and in writing
Excellent attention to detail
Has a proactive approach and is an active listener/interpreter
Demonstrated ability to work effectively in a team-oriented environment