Senior Analyst, Global Manager Research

Conduct initial and ongoing research and due diligence on investment managers.,Provide clear and timely insights, information, and opinions on investment managers through reports and verbal communication.,Assume a leading role on investment committees, providing ideas and investment recommendations.,Assist advisors in business development efforts with ultra-high-net-worth clients.,Foster cross-border collaboration among GMR teams and stakeholders.,Represent GMR internally and externally in meetings and speaking engagements.,Act as an expert for important business development opportunities.,Mentor, coach, and develop staff to enhance research capabilities.,Minimum of 5 years of work experience, including at least 2 years in investment manager research.,Solid understanding of key investment products and concepts (portfolio management, investment strategy, investment structures like SMAs, Mutual Funds, ETFs).,Demonstrated ability to lead by example and operate with little oversight.,Proven skill in delivering credible presentations and recommendations.,Advanced interpersonal, written, and oral communication skills.

CFA/CAIA designation and/or advanced educational degrees (Nice-to-have).,Undergraduate degree in business (preferred focus in finance, accounting, economics, math, or statistics) (Nice-to-have).

Undergraduate Degree (preferably in Finance, Accounting, Economics, Math, or Statistics); CFA/CAIA designation or advanced educational degrees are a plus.