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At Company, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 65 years, our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.
What are the ongoing responsibilities of a Sr Analyst – Global Research & Analytics?
Interpret and prioritize client requests, as well as independently interface with client base. Prepare research and deliver insightful analysis on requested funds using a wide variety of sources.
Evaluate and apply financial, economic and statistical data involving mutual funds and other securities.
Become a subject matter expert across the spectrum of fund performance and benchmarks for retail and institutional funds.
Analyze a Financial Advisor’s book of business with the goal of identifying opportunities for improvement.
Apply acquired subject matter expertise to provide analysis and business perspective on behalf of our internal business partners including our own wider product strategy team, distribution and senior management of Company Investments.
Conduct and oversee primary and secondary research for the U.S. Retail, International Retail and Institutional products and markets.
Use analytical reasoning to report on global sales, assets and market share data of Company and its competitors. Identify, monitor and evaluate global market position for executive reporting and serve as global resource for sales/AUM information and perspective.
Analyze broad competitive trends and implications for the business and provide market updates to FRI boards and Global Advisory Services.
Manage projects to ensure they are of the highest quality and accuracy and that they are delivered on-time.
Work closely with clients on a daily basis to ensure analyses are appropriate and analyze current methodologies and offer alternative solutions to clients.
Develop strong working relationships with our business partners.
What ideal qualifications, skills and experience would help someone to be successful?
A Bachelor’s Degree is required
Working towards CIMA or CFA prefereed
5+ years in the investment management/financial services industry preferred.
Strong understanding of global mutual fund & institutional fund industry products/concepts.
High attention to detail
Strong written and verbal communication skills
Ability to build strong working relationships with members of other departments
Work directly with management, supervisors, peers and staff at multiple locations
Ability to multi-task and meet firm deadlines
Capable of working independently
Ability to maintain a professional image
Highly Proficient in Microsoft Office
Skilled in using third party quantitative research systems such as Bloomberg, eVestment, MPI, Factset, Simfund, Lipper/LANA and Morningstar
What makes Company unique?
In addition to the dynamic and professional environment at Company, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights of our benefits include:
Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with 75% company match on your pre-tax and/or Roth contributions, up to the IRS limits
Employee Stock Investment Program
Tuition Assistance Program
Purchase of company funds with no sales charge
Onsite fitness center and recreation center*
*Only applicable at certain locations
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.
We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people, and see what it means to say, “I AM Company”.
Company is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. We invite you to visit us at Company website/ to learn more about our company and our career opportunities.
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