Hybrid Research Analyst: Investment Manager Due Diligence

Focus Financial Partners; Chicago (IL); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Flexible hybrid work schedule

Comprehensive benefits package

Annual cash bonus potential

Job summary

Focus Financial Partners is seeking a Research Analyst to join their Manager Research team. This critical role involves sourcing, evaluating, and monitoring investment managers while providing data-driven insights for investment decisions. The position allows for a hybrid work schedule, balancing office duties and remote work.

The ideal candidate will have over two years of investment research experience, strong analytical skills, and proficiency in financial databases. Competitive salary package includes benefits and potential bonuses.

Qualifications

• 2+ years of relevant investment research experience focused on active manager due diligence.
• Interest in pursuing CFA Charter (or comparable certifying exam) preferred.

Responsibilities

• Source, evaluate, and conduct due diligence on investment managers.
• Identify and research emerging investment opportunities.
• Develop and enhance qualitative and quantitative manager research reports.

Skills

Proficiency in Microsoft Office and financial databases

Strong written and verbal communication skills

Coding or data analytics experience

Education

B.S. Accounting, Economics, Engineering, Finance, or Math

Tools

Bloomberg

Morningstar

Bipsync

FactSet

Job description

Focus Financial Partners is seeking a Research Analyst to join their Manager Research team. This critical role involves sourcing, evaluating, and monitoring investment managers while providing data-driven insights for investment decisions. The position allows for a hybrid work schedule, balancing office duties and remote work.

The ideal candidate will have over two years of investment research experience, strong analytical skills, and proficiency in financial databases. Competitive salary package includes benefits and potential bonuses.