Director, Investment Research Team

Investor Strides LLC; New York (NY); Hybrid; USD 150,000 - 200,000; Full time

Job summary

A leading company in investment research seeks a Director for its Investment Research Team in New York. The role involves conducting thorough due diligence, developing competitive investment strategies, and presenting to stakeholders. Candidates should possess extensive experience in investment management and relevant advanced certifications. A strong commitment to putting shareholders first is essential.

Qualifications

• Minimum 7 years in investment management, strong in due diligence.
• Relevant advanced degree/certifications preferred (CFA, CAIA, MBA).
• Proficiency in coding languages (Python, SQL) necessary.

Responsibilities

• Conduct ongoing investment manager due diligence.
• Develop new investment strategies for the investment platform.
• Host presentations with investment partners.

Skills

Due Diligence Research

Manager Selection

Presentation Skills

Analytical Frameworks

Collaboration

Python

SQL

Education

CFA Charterholder

CAIA

MBA

Tools

Morningstar Direct

FactSet Portfolio Analysis

eVestment

Barra Pro

Job description

Job Listing Summary

Director, Investment Research Team

Company: Harbor Capital Advisors, Inc.

Location: New York Office (Hybrid, requires commuting to the office two times per week)

Date Posted: March 12, 2025

Employment Type: Full-Time

Key Responsibilities:

• Conduct ongoing investment manager due diligence on current subadvisor partners using qualitative and quantitative methods.
• Identify or help develop new and differentiated investment strategies for the investment platform.
• Partner with internal stakeholders in the creation and underwriting of new investment partners and strategies.
• Host internal and external presentations with subadvisor investment partners.
• Compose investment commentary and materials for periodic Board presentations.
• Participate in various committees and working groups.

Required Experience:

• A minimum of 7 years in the investment management industry with significant experience in due diligence research and manager selection.
• Demonstrable record of success in evaluating and recommending investment managers and strategies.
• Confidence in delivering frequent internal and external presentations.
• Flexibility to adapt analytical frameworks to new market dynamics and asset classes.
• Collaboration with stakeholders including Multi Asset Solutions Team, Product, Distribution, Legal and Compliance, and Operations.
• Proficiency in coding languages, particularly Python and SQL.
• Proficiency in Morningstar Direct and FactSet Portfolio Analysis.
• Experience with eVestment and familiarity with Barra Pro.

Qualifications:

• Relevant advanced degree or certification (CFA Charterholder, CAIA, or MBA preferred).
• Strong verbal and written communication skills.
• Strong organizational skills and work ethic.
• Ability to synthesize analysis and communicate clearly.

Salary Range: $150,000 - $200,000 plus bonus eligibility.

Harbor Capital Advisors is committed to partnering with the best asset managers globally, seeking individuals who share a passion for putting shareholders first.