Senior Research Analyst, Equity Manager Due Diligence
LPL Financial Services 26 reviews - Rockville, MD

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Fortigent’s (an LPL company) research department provides strategic and tactical asset allocation advice, evaluates institutional money management firms and maintains a recommended list of investments for both traditional and alternative investment products.

Our Sr. Research Analyst will be responsible for:
  • Assisting the Research department with money manager due dilligence for long-only equity managers by producing reports and compiling both quantitative and qualitative data.
  • Preparing materials for conference calls with money managers, as well as participating and writing robust call summaries.
  • Gathering capital markets data and constructing spreadsheets and charts.
  • Performing special research projects as necessary
  • Bachelor’s degree in Business or Economics preferable.
  • 2-5 years experience in the investment industry; experience with institutional money managers and/or mutual funds in an investment consulting or wealth management environment preferred.
  • General understanding of financial markets, investment products, and the financial services industry is a plus.
  • Intellectual curiosity and critical thinking skills.
  • Excellent written, verbal, and organizational skills.
  • Advanced Excel skills.
  • Experience with Bloomberg, eVestment Alliance, Morningstar Direct, and Informa PSN.
  • An interest in working in a team environment.
We offer a competitive salary and benefits package. Please login or create an account to apply to this position. Principals only. EOE

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26 reviews