Research Analyst

Position Summary

As a Research Analyst you will be an integral member of the Manager Research team within the Investment Department responsible for sourcing evaluating and monitoring investment managers as well as conducting research that informs investment decisions and client communications. This role requires analysis across a broad range of investment strategies asset classes and geographies with a focus on generating actionable insights and supporting portfolio construction and oversight.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week while giving team members the option to work remotely 2 day per week or as assigned by their team leader.

Primary Responsibilities

• Source evaluate and conduct due diligence on investment managers across asset classes
• Identify and research emerging investment opportunities and thematic initiatives to inform investment strategy and client communications
• Develop and enhance qualitative and quantitative manager research reports
• Leverage analytical platforms to monitor portfolio exposures characteristics and risks including scenario and stress-test analysis
• Perform cross-asset portfolio analysis to assess performance monitor risk and identify optimization opportunities
• Maintain and enhance the investment manager database ensuring data accuracy and seamless integration across systems
• Improve analytics workflows through automation and process enhancements
• Produce formal research reports and quarterly manager updates
• Communicate investment insights clearly and effectively both verbally and in writing to investment committee

Qualifications

• 2 years of relevant investment research experience (e.g. endowment & foundation OCIO RIA/Family Office or as a principal investor) with a focus on active manager due diligence

Education/Training

• B.S. Accounting Economics Engineering Finance or Math
• Interest in pursuing CFA Charter (or comparable certifying exam) preferred

Knowledge Skills and Abilities

• Proficiency in Microsoft Office and financial databases (e.g. Bloomberg Morningstar Bipsync FactSet)
• Coding or data analytics experience is a strong plus
• Solid understanding of qualitative and quantitative investment principles
• Strong written and verbal communication skills with the ability to translate complex ideas clearly

This position is an Exempt position. The annualized base pay range for this role is expected to be between $100000 - $150000/year. Actual base pay could vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.

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Focus Partners Wealth is an organization of wealth asset and business management resources that brings strength innovation and partnership to client relationships. Through a comprehensive range of services Focus Partners Wealth supports clients at every stage of life helping them manage their financial future. With over $180 billion in regulatory assets under management Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners a leading financial services firm comprised of wealth management family office and business management services. To learn more about Focus Partners Wealth or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact .

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW AN EMPLOYER MAY NOT REQUIRE OR DEMAND AS A CONDITION OF EMPLOYMENT PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For California Applicants: Information on your California privacy rights can be found here

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.