Senior Analyst of Manager Research
Company: VirtualVocations
Location: Visalia
Posted on: March 28, 2025
|
|
|
Job Description:
A company is looking for a Senior Analyst of Manager
Research.
Key Responsibilities
Implement the Strategy Research Process to identify and recommend
high-quality investment strategies
Conduct qualitative and quantitative research, including interviews
and data analysis, to formulate investment recommendations
Perform ongoing monitoring and risk assessments of investment
strategies and present findings to relevant stakeholders
Required Qualifications
Bachelor's degree with a minimum of 5+ years of experience in
investment strategy research or related fields
Highly motivated self-starter with a results-driven mindset
Active Chartered Financial Analyst (CFA) designation preferred;
progress towards CFA also considered
Professional experience using Morningstar Direct for investment
strategy data analysis
Willingness to obtain Series 65/66 and Series 7 licenses within 12
months of start date preferred
Keywords: VirtualVocations, Visalia , Senior Analyst of Manager Research, Professions , Visalia, California
|
Click
here to apply!
|
