Head of Fund Research & Due Diligence

Meeder Investment Management; Dublin (OH); On-site; USD 120,000 - 190,000; Full time

Job summary

Meeder Investment Management in Dublin, Ohio, seeks a Manager/Senior Manager of Fund Research to lead the investment due diligence function across advisory and portfolio platforms. You will establish frameworks, govern external managers, present to investment committees, and mentor professionals.

This role requires CFA or equivalent, a bachelor’s in a finance-related field, and 7+ years in investment research or related areas, with strong communication to leadership and clients.

Qualifications

• Bachelor's degree in Finance, Economics, or Accounting; advanced degree preferred.
• CFA designation strongly preferred.
• 7+ years of investment research, manager due diligence, or related asset management experience.
• Experience presenting investment recommendations to senior leadership or investment committees.

Responsibilities

• Lead the firm's investment due diligence strategy, policies, methodologies, and governance framework.
• Oversee evaluation, selection, monitoring, and termination of external investment managers and funds.
• Chair or support investment committee processes with quantitative and qualitative research.
• Establish research standards, due diligence documentation, and monitoring procedures.
• Partner with cross-functional teams to align investment decisions with business objectives.
• Monitor market developments, manager changes, performance trends, and operational risks.
• Lead vendor, platform, and database relationships supporting research and analytics.
• Develop and mentor investment professionals to strengthen the due diligence function.
• Communicate research insights and recommendations to senior leadership, advisors, clients, and stakeholders.

Skills

Investment analysis

Due diligence

Leadership

Communication

Presentations

Education

Bachelor's degree in Finance/Economics/Accounting

CFA designation preferred

Job description

Meeder Investment Management in Dublin, Ohio, seeks a Manager/Senior Manager of Fund Research to lead the investment due diligence function across advisory and portfolio platforms. You will establish frameworks, govern external managers, present to investment committees, and mentor professionals.

This role requires CFA or equivalent, a bachelor’s in a finance-related field, and 7+ years in investment research or related areas, with strong communication to leadership and clients.