Lead Retail Investment Research Analyst

• Perform initial due diligence and ongoing monitoring on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.) as part of the Systematic Review Team
• Determine platform eligibility through structured reviews using both qualitative and quantitative criteria
• Collaborate with internal and external stakeholders on multi-step approval processes
• Ensure thorough documentation of decision rationale
• Communicate with external money managers regularly
• Create and deliver presentations to internal audiences and oversight committees
• Contribute to the enhancement of Systematic Review processes with focus on leveraging advanced data analytics and artificial intelligence

• 5+ years of Retail Investment Research or equivalent demonstrated through work experience, training, military experience, education
• 5+ years of investment and/or operational manager research experience
• Experience with packaged products including mutual funds, exchange traded products, closed end funds, Unit Investment Trusts, Collective Investment Trusts, and separately managed accounts
• Advanced financial analytical experience with high attention to detail and accuracy
• Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments
• Experience in money manager research, project management, and applying data analytics to improve research workflows and decision-making processes
• Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint
• Strong background in Microsoft Excel VBA, data analytics (e.g. Python)
• Excellent verbal, written, and interpersonal communication

Familiarity with AI applications

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement