Research Associate

Itaú USA; New York (NY); On-site; USD 130,000 - 145,000; Full time

Job summary

Itaú USA is seeking a Research Associate to manage selection responsibilities for mutual funds. The role involves due diligence, portfolio construction discussions, and maintaining market knowledge. Ideal candidates will have a BA in a relevant field and experience in asset management. Strong communication skills and proficiency in MS Office are essential, along with a collaborative mindset. This is a full-time position based in New York.

Benefits

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Qualifications

• 3 to 5 years of experience in asset management or fund of funds.
• Proficiency in MS Office, particularly MS Excel.

Responsibilities

• Deliver due diligence goals of onboarding mutual funds.
• Produce investment memos and analysis for internal use.
• Develop relationships with external partners.

Skills

Communication

Self-organization

Team collaboration

Education

BA in economics, business or quantitative discipline

Tools

MS Office

SQL

Python

Morningstar

Job description

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This range is provided by Itaú USA. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$130.00/yr - $145.00/yr

Additional compensation types

Annual Bonus

Direct message the job poster from Itaú USA

HR Center of Excellence Specialist at Itau USA

The primary role is manager selection responsibilities covering mutual funds, but can include alts. Expected to participate on portfolio construction discussions as well as day-to-day monitoring and reporting of all relevant products. Applying investment knowledge towards the manager selection role vis-a-vis a rigorous due diligence process. This can (in the future) be applicable across the three major product verticals of traditional, hedge funds (alts), and privates.

DUTIES & RESPONSIBILITIES

• Primary focus on delivering the due diligence goals of onboarding mutual funds

• Covers all regions and asset classes for traditional long-only

• Potential to expand coverage into alternatives

• Contribution to the ongoing development of analytical as well as qualitative processes relevant to the above

• Maintain general knowledge of markets, both macro (top-down market, economic, industry) and micro (fund/strategy specific)

• Must be capable of producing materials for both internal and commercial use, i.e., investment memos and analysis

• Expected to present new ideas, investment cases as well as seek out new opportunities

• Oral as well as written presentations

• Develop relationships with external partners and take ownership of those relationships

• Requires ongoing interactions to be apprised of latest updates from managers as well as broad industry

• Liaise with other business areas, i.e., risk, compliance, legal, operations, commercial (Private Bank)

• Responsibility is owned by the individual as continuous and ongoing

• Act as direct representative of the FOF team internally and externally exhibiting high degrees of expertise and professionalism

QUALIFICATIONS

• BA in economics, business or quantitative discipline preferred, but not required

• 3 to 5 years of experience in asset management, fund of funds, or family-office

• Proficiency in MS Office suite, particularly MS Excel

• Programming in SQL and Python a plus

• Knowledge of statistical and factor analysis a plus

• Knowledge with Morningstar preferred

• Excellent verbal communication and written skills

• Must be able to self-organize but can work collaboratively within a team/group environment

• Must be able to present in office (not a remote role)

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

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