Investment Research Job Description
Investment research
provides oversight to ensure financial and accounting practices of the Gas Operations group are aligned with corporate policies.
Investment Research Duties & Responsibilities
To write an effective investment research job description, begin by listing detailed duties, responsibilities and expectations. We have included investment research job description templates that you can modify and use.
Sample responsibilities for this position include:
Analyze and assimilate hedge fund legal documentations
Maintain and ensure all relevant hedge fund data is captured in proprietary database on a consistent basis
Quality and effectiveness of current materials
Relevance to end users
Streamlining and ease of use for delivery mechanisms to FA’s and their clients
Working closely with other research teams in London, New York and Hong Kong
Serve as "lead analyst" representing Columbia in discussions with current and prospective subadvisory firms
Lead the subadvisor selection process, including collaboration with cross-organizational groups tasked with decision making
Monitor existing hedge fund portfolio – The analyst will be responsible for all ongoing monitoring for all managers in a group of strategies
Source New Ideas – The analyst will be responsible for maintaining industry contacts and knowledge base of their strategies to effectively source new investment ideas
Investment Research Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Investment Research
List any licenses or certifications required by the position: CFA, PMP, CMT
Education for Investment Research
Typically a job would require a certain level of education.
Employers hiring for the investment research job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Economics, Accounting, Business, Mathematics, MBA, Statistics, Education, Engineering, Computer Science
Skills for Investment Research
Desired skills for investment research include:
Accounting
Finance
Valuation
Microsoft Word
Financial markets
Excel and outlook is necessary
Accounting terms and calculations
Scripting languages
Along with databases
Corporate and government cultures
Desired experience for investment research includes:
Strong analytical skills, including use of spreadsheet and database software for quantitative analysis
Provide day-to-day compliance advisory services to the Investment Banking and Research Departments
Prepare and conduct training sessions for the Investment Banking and Research Departments
Develop and enhance policies and procedures surrounding Control Room practices, SEC and FINRA rules and regulations
Provide support to the US Control Room
Keep abreast of latest regulatory developments
Investment Research Examples
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Investment Research Job Description
Job Description Example
Our growing company is looking to fill the role of investment research. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment research
- Produce initial and ongoing quantitative analysis on ETF, MF, and SMA product universes, which may include the production of monthly quantitative scorecards
- Participate in several portfolio manager due diligence meetings scheduled each week in
- Write product research reports that will be made available to TPRG teammates, product marketing personnel, and financial advisors
- Partner with TPRG team members to determine which products will be purchased in discretionary portfolios and/or promoted through product recommended lists
- Initiate and support relationships with ETF, MF, and SMA investment professionals(including chief strategists, chief investment officers, portfolio managers, and analysts) and key account relationship managers
- Update a product recommended list on a monthly basis
- Review initial research presentations and prepare initial draft for research manager to review
- Monitor existing hedge fund managers to ensure the investment proposition is still attractive and risks are within expectations
- The individual is responsible for performing detailed independent analysis on existing investments and for providing recommendations to the firm's investment team
- Identify and source prospective hedge fund investments for inclusion in client portfolios
Qualifications for investment research
- Must possess strong programming skills - Advanced Excel/VBA/
- Leading consulting engagements for one of the top major strategic consulting firms
- Managing and implementing research projects for a major Wall Street firm or a leading investment manager/hedge fund
- Must be available for 6 months
- Passionate about the financial market, especially on the Asia fixed income market
- An independent and fast self-learner
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Investment Research Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of investment research. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for investment research
- Construct well supported investment recommendations to the firm's investment committee highlighting the underlying opportunity, the manager's edge and risks associated with a potential investment
- Lead the effort to build and maintain a series of asset allocation models defined by risk, time, and tax considerations that implement Global Asset Allocation Committee (GAAC) views
- Work closely with the VP-Global Market Strategist, Senior Quantitative Analyst and other committee members to provide qualitative/quantitative updates on modeling, forecasts, performance, and risk
- Assist VP-Global Market Strategist and other committee members with business planning and project leadership, projects designed to expand the committee's knowledge base
- Support committee publications/presentations with excerpts of qualitative/quantitative allocation data and analysis
- Assist in support of initial and ongoing review of current or proposed alternative investment strategies to ensure that standards of acceptability are met
- Works closely with Financial Advisor inquiries and educates the Financial Advisors (FAs) about alternative investment products
- Contacts external Alternative Investment product providers (“Funds”) to enhance relationships and prepare information for due diligence files
- Document management of all existing due diligence files to make sure all files are complete and updated per department and firm policies
- Obtains and updates all marketing materials/reporting for Alternative Investment platform Funds
Qualifications for investment research
- Thorough familiarity with major analytical tools employed by analysts (FactSet, Aladdin, Zephyr, Evestment, Simfunds, Lipper, Morningstar)
- Bachelor degree (BS or BA) with a business and/or investment-related concentration
- Relevant knowledge in fixed income products and key market drivers including yield curves, credit spreads, FX rates
- Very strong governance and project management skills
- 3-5 years work experience in credit research
- An understanding of Web Application (CSS/JS) and iOS development
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Investment Research Job Description
Job Description Example
Our company is growing rapidly and is hiring for an investment research. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for investment research
- Eventually be able to evaluate investment manager characteristics and recommend additions to the platform offering
- Analyze property markets across real estate sectors (office, retail, industrial, apartment, hotel, senior housing, self storage, ) and major cities
- To ensure that the timeliness and quality of research provided to portfolio managers is of the highest standard
- Review all research reports prepared by Analysts for accuracy, relevancy and merit
- To monitor global trends, industry trends, macroeconomic conditions and identify investment opportunities provide guidance on areas to be avoided
- Attend AGMs and/or Analyst calls with senior management of the companies in which we invest to get information on the outlook for the company and determine the impact of the company’s future plans
- To produce on a quarterly basis, the Investment Outlook publication which is used in the quarterly reporting to our Pension clients
- Provide guidance and coaching to Investment Analysts and Junior Investment Analysts
- Assist the team in the due diligence analysis of private equity fund investments
- Contribute to the sourcing and screening process of prospective investments
Qualifications for investment research
- Working knowledge of various hedge fund strategies
- Advanced skills in MS Excel, proficient in PowerPoint and Word
- An effective communicator with excellent teamwork skills
- Expert knowledge in the development of asset allocation techniques
- BS or BA with a business related course study
- Minimum 1-3 years of financial analysis or prior investment firm internship
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Investment Research Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of investment research. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for investment research
- Monitor existing investments through attendance at annual meetings and review of quarterly manager reporting
- Perform various tasks related to market research, internal requests and fundraising efforts
- Actively identify research and profile prospects all healthcare sectors
- Provide senior analyst coverage for two to five different sub-sectors
- Prepare various analyses for prospect identification, due diligence and credit committees
- Support deal screening, due diligence, and internal credit approval processes, including development of investment theses and underwriting assumptions
- Assist in evaluating risk/return dynamics for proposed transactions
- Support IRG efforts in other forums, including, but not limited to portfolio reviews
- Provide support to Capital Markets through interactions with institutional investors
- Contribute to all aspects of idea generation efforts, including industry analyses, discussion of opportunities within spaces and identification of potential targets
Qualifications for investment research
- Ability to use solid logic and reasoning to identify complex problems
- Expert knowledge of financial assets including fixed income, equity, derivatives and money markets
- Expert research capabilities using various mediums such as internet, Bloomberg, industry publications
- Minimum of 5 years economic/financial research and analysis in an international organization
- Presentation capabilities and refined verbal and written communication skills
- Must have Machine Learning Experience
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Investment Research Job Description
Job Description Example
Our growing company is looking for an investment research. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for investment research
- Identifying attractive investment opportunities with a focus on Residential Mortgage Credit and Esoteric ABS
- Monitoring existing positions through servicing data, industry research, and management/sponsor discussions
- Using vendor tools like CoreLogic Vector Securities, Intex, and Bloomberg to generate and evaluate cash flows
- Evaluating pricing and communicating performance attribution
- Following capital markets and investment trends that impact securitized markets
- Interacting with other members of the investment team including Portfolio Managers and Traders to help facilitate an effective investment decision making process
- Complete written research utilized by our clients and directors to support investment decisions
- Conduct initial due diligence on new strategy candidates including initial screening and identification, manager qualification reviews and detailed analysis and/or interviews with candidate managers, both individually and with members of the SMA team
- Lead ongoing due diligence activities on assigned investment strategies, completing and maintaining the SMA Manager Evaluation template and conducting periodic calls/meetings with covered managers
- Contribute to the quarterly team review of all strategies on the SMA Recommended list, including the preparation of analytical materials and manager data or commentary submissions
Qualifications for investment research
- Must have strong statistical programming experience
- Must have data mining experience
- Must have an advanced quantitative degree (MS or PhD)
- Programming languages preferred (Python, Java, C++)
- Must be able to have creative analytical skills to identify investment signal and trends
- Must be able to work in a collegial but time sensitive investment environment