Research Analyst

Focus Financial Partners

Chicago, IL, United States
Base: $100,000 - $150,000pyear; bonus: annual cash...
On-site
2+ years investment research experience
Manager due diligence across asset classes
Qualitative and quantitative analysis skills
This role is an integral member of the Manager Research team responsible for sourcing and evaluating investment managers

Job Summary

  • This role is an integral member of the Manager Research team responsible for sourcing and evaluating investment managers.
  • The position requires conducting cross-asset portfolio analysis to assess performance and identify optimization opportunities.
  • Focus Financial Partners offers a hybrid work schedule requiring three days in the office per week.

Matching Summary

This role is an integral member of the Manager Research team responsible for sourcing and evaluating investment managers.

Salary

Base: $100,000 - $150,000/year; Bonus: Annual cash bonus available; Benefits: Comprehensive benefits package included

Skills & Requirements

Must-have

  • 2+ years investment research experience
  • Manager due diligence across asset classes
  • Qualitative and quantitative analysis skills
  • Proficiency in Bloomberg or FactSet
  • Strong written and verbal communication

Nice-to-have

  • Coding or data analytics experience
  • Interest in pursuing CFA Charter
  • Experience with automation workflows
  • Background in endowment or family office

Key Requirements

  • B.S. in Accounting, Economics, Engineering, Finance, or Math
  • 2+ years relevant investment research experience
  • Exempt position classification

Work Rights

Not specified

Tailored Resume

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