Employer Industry: Financial Services

Why consider this job opportunity:
- Salary up to $105,000 with competitive performance-based incentives
- Flexible work environment with options to work remotely or in the office
- Minimum of 20 days of paid time off plus 16 paid company holidays each year
- 401(k) savings plan with company match up to 6% and additional annual contributions
- Comprehensive health, vision, and dental plans with potential company contributions to health savings accounts
- Up to 16 weeks of paid leave for new parents and support for adoption, infertility, or surrogacy journeys

What to Expect (Job Responsibilities):
- Monitor and evaluate external investment managers and assist in the selection process
- Conduct quantitative and qualitative analysis of equity and fixed income portfolios
- Prepare performance attribution analysis and document findings in reports
- Participate in meetings with external firms and portfolio management teams, including travel as required
- Coordinate and prepare quarterly Board materials and manage regulatory documentation reviews

What is Required (Qualifications):
- Bachelor’s degree and 3+ years of relevant investment experience
- Background in manager-of-manager due diligence and investment analysis
- Strong attention to detail and excellent organizational skills
- Proficiency in Microsoft Office; experience with Morningstar Direct preferred
- Progress towards CFA/CAIA and similar designations is preferred

How to Stand Out (Preferred Qualifications):
- Knowledge of various investment managers, fund complexes, products, and styles across asset classes
- Strong interpersonal skills for collaboration with diverse stakeholders
- Natural curiosity and ability to articulate thoughts in team settings and communication with leadership

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