Jobs and Careers

Senior Analyst of Manager Research

United States - Remote, United StatesRemotefull_timeVerifiedPosted 25 Mar 2025

💰 $130,000/yr($90,000/yr – $130,000/yr)

About the role

Position Objective
World Investment Advisors (formerly Pensionmark Financial Group) is seeking a dynamic and experienced Senior Analyst of Manager Research to drive the implementation of WIA's Strategy Research Process. The ideal candidate will leverage their expertise in qualitative and quantitative analysis to identify and recommend high-quality investment strategies across assigned asset classes. With a strong commitment to ongoing monitoring and risk assessment, the Analyst will serve as a trusted advisor, providing actionable insights to enhance wealth management and retirement plan offerings. This role requires exceptional communication skills to effectively collaborate with team members and stakeholders, ensuring compliance with industry standards while contributing to the continuous improvement of our research methodologies and client deliverables.

Primary Responsibilities

Implement the World Investment Advisors (WIA) Strategy Research Process to identify, review, and recommend high-quality investment strategies from their assigned asset classes for use in wealth management accounts and retirement plan lineups, including:
- Qualitative Strategy Research:
  - Gather and review qualitative information about investment strategies from various sources.
  - Interview investment strategy management teams to develop a deep understanding of their investment decision-making system, including key personnel, investment philosophy, decision processes, and portfolio construction.
- Quantitative Strategy Research:
  - Evaluate investment strategy data, including but not limited to returns, risk metrics, holdings and allocation data, and other strategy-related data from Morningstar Direct and other sources.
- Initial Investment Recommendations:
  - Formulate a recommendation on reviewed investment strategies by analyzing and synthesizing qualitative and quantitative research.
  - Prepare a comprehensive written review report including analysis and a recommendation on the investment strategy.
  - Verbally present the review report to the appropriate committee/stakeholders and respond to any questions from said committee/stakeholders.
- Ongoing Monitoring:
  - Perform ongoing monitoring and due diligence of investment strategies within their assigned coverage, including an annual review report.
- Product Risk Assessment:
  - Perform and document risk assessment of assigned investment products/strategies for various risks and then present findings to WIA Product Risk Committee.
Serve as Investments Subject Matter Expert:
- Assist advisors and Investment Team members with selecting investment strategies from among the investment strategies assigned to their coverage and/or from within their assigned asset classes.
- Respond to advisors’ inquiries about investment strategies assigned to their coverage and/or their assigned asset classes, including providing written and verbal commentary on said strategies and asset classes as needed.
- Continually develop and apply knowledge of a broad range of investments/finance topics both independently and in collaboration with other Investment Team members.
- Maintain deep and current knowledge of investment strategies assigned to their coverage and of their assigned asset classes.
- Create and/or contribute to investment research, analysis, communications and other related content and materials, both independently and in collaboration with other Investment Team members.
Condense work results and/or recommendations into concise, relevant, and understandable deliverables and visualizations for the Chief Investment Officer (CIO), Investment Team members, and/or other audiences, including World Investment Advisors clients.
Propose suggestions for and contribute to the continuous improvement of the World Investment Advisors Strategy Research Process.
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