Manager, Due Diligence

Meeder Investment Management

Dublin (OH)

Hybrid

USD 170,000 - 210,000

Full time

6 days ago
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Job summary

Meeder Investment Management in Dublin, OH is seeking a Manager/Senior Manager of Fund Research & Due Diligence to evaluate investment managers and strategies, lead due diligence efforts, and guide governance practices. You will develop investment recommendations to support portfolio construction, advisory solutions, and consulting initiatives, while monitoring risks and opportunities across asset classes.

This role collaborates across Portfolio Management, Compliance, Risk, and leadership,

Qualifications

  • Bachelor's degree in Finance, Economics, Accounting, or a related field.
  • CFA designation is highly preferred.
  • 7+ years of investment research, manager due diligence, consulting, portfolio management, or asset management experience.
  • Experience presenting investment recommendations to investment committees, fiduciaries, senior leadership, or institutional clients.
  • Strong understanding of investment products, capital markets, portfolio construction, manager research, and risk analysis.

Responsibilities

  • Lead the evaluation, selection, and ongoing monitoring of mutual funds, ETFs, separate accounts, and other investment solutions.
  • Conduct in-depth qualitative and quantitative due diligence across a broad range of asset classes and investment styles.
  • Develop investment recommendations that support portfolio construction, advisory solutions, and consulting initiatives.
  • Identify emerging opportunities, manager developments, performance trends, and investment risks.
  • Drive the firm's investment due diligence methodology, research standards, and governance framework.
  • Establish best practices for investment manager evaluation, monitoring, documentation, and oversight.
  • Help guide investment committee discussions and contribute to critical investment decisions.
  • Partner closely with Portfolio Management, Investment Consulting, Distribution, Compliance, Risk, and Executive Leadership teams.
  • Serve as a subject matter expert on manager research, investment products, portfolio construction, and capital markets.
  • Present research findings and recommendations to leadership teams, advisors, clients, and key stakeholders.
  • Mentor and support investment professionals while helping scale and strengthen the firm's research capabilities.
  • Foster a culture of intellectual curiosity, accountability, continuous improvement, and analytical excellence.

Skills

CFA designation
Investment research
Due diligence
Portfolio management
Capital markets
Manager research

Education

Bachelor's degree in Finance, Economics, Accounting, or a related field

Job description

Help Shape the Investment Decisions Behind a $190+ Billion Platform

Location: Dublin, OH (Hybrid)


As the Manager/Senior Manager of Fund Research & Due Diligence, you'll serve as a trusted voice in the investment decision-making process. You'll evaluate investment managers and strategies, lead due diligence efforts, guide investment committee discussions, and help strengthen the firm's research framework and governance practices.


This is more than evaluating managers. It's about helping determine where capital is allocated, identifying opportunities before others do, and ensuring investment recommendations are backed by rigorous analysis and sound judgment.


What You'll Be Doing

Influence Investment Decisions


  • Lead the evaluation, selection, and ongoing monitoring of mutual funds, ETFs, separate accounts, and other investment solutions.

  • Conduct in-depth qualitative and quantitative due diligence across a broad range of asset classes and investment styles.

  • Develop investment recommendations that support portfolio construction, advisory solutions, and consulting initiatives.

  • Identify emerging opportunities, manager developments, performance trends, and investment risks.


Own and Enhance the Due Diligence Process


  • Drive the firm's investment due diligence methodology, research standards, and governance framework.

  • Establish best practices for investment manager evaluation, monitoring, documentation, and oversight.

  • Help guide investment committee discussions and contribute to critical investment decisions.


Collaborate Across the Business


  • Partner closely with Portfolio Management, Investment Consulting, Distribution, Compliance, Risk, and Executive Leadership teams.

  • Serve as a subject matter expert on manager research, investment products, portfolio construction, and capital markets.

  • Present research findings and recommendations to leadership teams, advisors, clients, and key stakeholders.


Lead and Develop Others


  • Mentor and support investment professionals while helping scale and strengthen the firm's research capabilities.

  • Foster a culture of intellectual curiosity, accountability, continuous improvement, and analytical excellence.


What We're Looking For

You may be coming from:


  • Investment Consulting

  • Asset Management

  • Institutional Research

  • OCIO or Multi-Manager Platforms

  • Due Diligence or Investment Oversight


Qualifications


  • Bachelor's degree in Finance, Economics, Accounting, or a related field.

  • CFA designation strongly preferred.

  • 7+ years of investment research, manager due diligence, consulting, portfolio management, or asset management experience.

  • Experience presenting investment recommendations to investment committees, fiduciaries, senior leadership, or institutional clients.

  • Strong understanding of investment products, capital markets, portfolio construction, manager research, and risk analysis.


The Ideal Candidate

You are naturally curious and enjoy digging beneath performance numbers to understand what drives results.


You have the confidence to challenge assumptions, the credibility to influence decision-makers, and the analytical rigor to support your viewpoints with data and thorough research.


Most importantly, you want your work to have an impact.


Why Meeder?

For more than 50 years, Meeder has helped clients pursue better financial outcomes through disciplined investment management and advice.


Today, we serve advisors, institutions, retirement plans, and government entities across the country with more than $190 billion in assets under advisement.


At Meeder, you'll find:


  • Meaningful influence and visibility across the organization

  • Direct exposure to investment decision-making

  • Collaborative and highly respected investment professionals

  • Opportunities for growth and leadership

  • A culture built on doing the right thing, continuous improvement, discipline, and strong relationships


Ready to Influence Investment Decisions That Matter?


Join a team where your research drives action, your recommendations shape outcomes, and your expertise helps investors pursue their goals with confidence.

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