Manager, Fund Research

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

EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).

Category Investments

Description

Role Overview

The Manager/Senior Manager of Fund Research provides strategic leadership for the firm's investment due diligence function, overseeing the evaluation, selection, monitoring, and governance of investment managers, strategies, and products utilized across the organization's advisory, consulting, and portfolio platforms. This role establishes due diligence frameworks and research standards, supports disciplined investment committee decision-making, and strengthens investment risk oversight. The position also serves as a key resource to leadership teams, advisors, clients, and internal partners by ensuring investment recommendations are supported by rigorous quantitative and qualitative analysis and consistent governance practices.

Primary Responsibilities

• Lead the firm's investment due diligence strategy, policies, methodologies, and governance framework.
• Oversee the evaluation, selection, approval, monitoring, and termination of external investment managers, mutual funds, ETFs, separate accounts, and other investment solutions.
• Chair or support investment committee processes and provide recommendations supported by quantitative and qualitative research.
• Establish research standards, due diligence documentation requirements, and ongoing monitoring procedures.
• Partner with Portfolio Management, Investment Consulting, Distribution, Compliance, Risk, and Operations teams to align investment decisions with business objectives.
• Monitor market developments, manager personnel changes, performance trends, operational risks, and organizational developments that may affect investment recommendations.
• Lead vendor, platform, and database relationships that support investment research and analytics.
• Develop and mentor investment professionals while strengthening the capabilities and scalability of the due diligence function.
• Communicate investment research, manager insights, and recommendations to senior leadership, advisors, clients, and external stakeholders.

Position Requirements

Qualifications and Experience

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

Skills & Competencies

• Ability to conduct rigorous quantitative and qualitative investment analysis and evaluate investment managers, strategies, products, performance, and risk across a broad range of asset classes.
• Ability to develop clear, well-supported investment recommendations and effectively influence senior leaders, investment committees, and key stakeholders in complex decision-making environments.
• Demonstrated expertise in investment products, capital markets, portfolio construction, manager research, and due diligence methodologies, with the ability to identify emerging opportunities and risks.
• Strong communication, presentation, and relationship management skills, with the ability to translate complex investment concepts into actionable insights for diverse audiences.
• Proven ability to lead, mentor, and develop investment professionals while fostering a culture of collaboration, accountability, analytical excellence, and continuous improvement.

Full-Time/Part-Time Full-Time

Shift Days

City Dublin

State Ohio

Key Words

Position Manager, Fund Research

Number of Openings 1

Exempt/Non-Exempt Exempt

Req Number INV-26-00008

Open Date 9/2/2026

Location Meeder Investment Management

About the Organization

Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 150 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $190 billion in assets under advisement.
Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.
Visit http://www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder
*Assets Under Advisement consist of $190 billion of regulatory assets under management for which Meeder Investment Management's registered investment adviser affiliates provide continuous and regular investment management services as disclosed in their Form ADV and non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation but does not have the authority to effectuate transactions as of December 31, 2025.

This position is currently accepting applications.