Note: The job is a remote job and is open to candidates in USA. PortfolioFuture is an investment research and analytics platform focused on ETFs, mutual funds, fund alternatives, and portfolio decisions. The Manager Research Analyst researches asset managers, investment products, portfolio strategies, and organizations, combining quantitative findings with qualitative investment research and professional conversations to evaluate strategy differences and investment outcomes.
Responsibilities
- Research asset managers, portfolio managers, investment teams, and investment-product lineups
- Analyze ETFs, mutual funds, portfolio strategies, benchmarks, and competing products
- Investigate the investment rationale behind quantitative differences identified through PortfolioFuture research
- Study portfolio construction, investment process, implementation, and strategy differentiation
- Develop research questions for portfolio managers, strategists, and product specialists
- Conduct professional research conversations with investment-management organizations
- Incorporate relevant qualitative evidence into fund and strategy analysis
- Evaluate manager explanations alongside independently observed quantitative evidence
- Monitor fund launches, strategy changes, manager developments, and broader asset-management trends
- Prepare research summaries on investment managers, strategies, and products
- Contribute to PortfolioFuture’s manager research, investment-product analysis, and professional research standards
- Support accurate communication of PortfolioFuture research to investment-industry participants
Skills
- Strong understanding of or interest in asset management, investment management, ETFs, mutual funds, or portfolio management
- Strong investment-research and analytical skills
- Ability to evaluate investment strategies and manager explanations critically
- Understanding of portfolio construction, benchmarks, investment products, and financial markets
- Strong professional judgment and attention to evidence
- Ability to communicate effectively with portfolio managers and investment professionals
- Strong written and verbal communication skills
- Ability to synthesize quantitative and qualitative investment information
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