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Benefits offered by this job
Medical, dental and vision insurance
401(k) plan with company matching
Paid Time Off of at least 24 days
Job summary
A leading investment firm is seeking an expert to lead investment due diligence and research oversight across advisory platforms. The role involves evaluating mutual funds, ETFs, SMAs, and managing risks while ensuring compliance with regulatory standards. Candidates should possess extensive experience and excellent analytical skills. The role is based in Connecticut, with the option for hybrid work arrangements. Competitive salary and benefits are included.
Qualifications
Extensive experience in investment research and due diligence.
Knowledge of equities, fixed income, and ETFs.
Able to communicate complex information clearly.
Responsibilities
Conduct comprehensive due diligence on investment managers.
Lead ongoing monitoring of investment strategies.
Collaborate with product and compliance teams.
Skills
Investment research
Due diligence
Analytical judgment
Risk management
Communication skills
Education
Series 65/66
CFA (preferred)
Tools
Morningstar
Bloomberg
Job description
A leading investment firm is seeking an expert to lead investment due diligence and research oversight across advisory platforms. The role involves evaluating mutual funds, ETFs, SMAs, and managing risks while ensuring compliance with regulatory standards. Candidates should possess extensive experience and excellent analytical skills. The role is based in Connecticut, with the option for hybrid work arrangements. Competitive salary and benefits are included.