Greenleaf Trust

Associate Manager Selection Analyst

US-MI-Kalamazoo
2 weeks ago(1/4/2018 6:57 PM)
ID
2018-1088
# of Openings
1

Overview

What's This Job All About?

Assist in research, analysis, selection and monitoring of third-party investment managers. The Associate role will report to the Manager Selection Analyst and work with other members of the research team to provide robust manager diligence, portfolio analytics and investment research.  The role will evolve over time and this individual will have the opportunity to take on increasing responsibility.

Responsibilities

What You'll Be Doing

The responsibilities include but are not limited to the following:

  • Monitor existing investments to assess manager performance and risk.
  • Research new managers/strategies for investment consideration.
  • Contribute to detailed analysis and diligence for proposal and review by the Research Team.
  • Support Wealth Management Advisors and Retirement Plan Division with client specific requests.
  • Prepare semiannual mutual fund due diligence reporting for delivery to all Retirement Plan Division, Plan Sponsors.
  • Compile manager comparison documents for use in the development of new business proposals for Retirement Plan Division.
  • Develop seminar materials and participate in the presentation of this material.
  • All other duties as assigned.

 

Qualifications

What You Need for this Position

Minimum Education/ Experience Required:

  • Bachelor’s Degree and 3 years’ experience in financial analysis (ideally in an investment research setting) or equivalent education and experience preferred.
  • Interest or progress toward the Chartered Financial Analyst® designation desired but not required.
  • Advanced Excel knowledge and experience required.

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