Investment Analyst — Product Management

Investment Analyst — Product Management

Description

 

The Product Management group at Research Affiliates is responsible for the oversight of the firm’s investment strategies which includes product development, business development, messaging, and analytical support. The investment analyst position provides analytics support to Product Management and the firm’s client facing team and includes fulfilling day-to-day analytics and attribution requests from clients, creation/maintenance of standard reports on Research Affiliates’ investment strategies, and creation of presentation material. In this role, you will work closely with both the client facing, research, marketing, and compliance teams.

 

Research Affiliates, LLC, is a global leader in smart beta and asset allocation. Dedicated to creating value for investors, we seek to have a profound impact on the global investment community through our insights and products. Our investment strategies are built on a strong research base. We deliver solutions in partnership with some of the world’s leading financial institutions, through their offerings of mutual funds, ETFs, separately managed accounts, and/or commingled accounts. Research Affiliates was founded in 2002 and is based in Newport Beach, California. As of March 31, 2024, $147 billion in assets are managed worldwide using investment strategies developed by Research Affiliates.

 

Roles AND Responsibilities

  • Create charts and graphs for use in client service and prospect presentations.
  • Update presentation material and standard perfofrmance and characteristic reports for Research Affiliates' investment strategies.
  • Conduct analysis on RAFI performance and peer comparisons.
  • Generate performance attributions and other ad hoc analytics using FactSet.
  • Create written commentary on investment strategy performance.
  • Provide analytics support to product managers.

 

EDUCATION & EXPERIENCE

  • Proficiency with Microsoft Excel and PowerPoint required.
  • Degree in Business/Economics, or Mathematics/Statistics/Engineering preferred.
  • Attention to detail and strong interpersonal skills necessary.
  • Knowledge of capital markets and investment concepts required.
  • 3-5 years of investment industry experience.
  • Interest in pursuing the CFA designation a plus.
  • Experience with Factset, Morningstart, and Bloomberg a plus.
  • Coding experience a plus.

 

WHAT WE PROVIDE

  • Flexible hybrid work and time off policies 
  • Generous comprehensive insurance plans and 401k match 
  • Tuition reimbursement that includes CFA program fees and study material 
  • Daily company-sponsored in-office meals 
  • Gym membership stipend 
  • Frequent company sponsored team events 
  • Six-week sabbatical after 7 years of continuous employment
 
Salary Range: $75,000 - $115,000 + eligible for a discretionary bonus. Base pay will be determined on an individual basis considering such factors as skills, experience, and qualifications. The base pay range is subject to change and may be modified in the future.
 
Please submit resume and cover letter to humancapital@rallc.com.

RA provides equal employment opportunities to all applicants and employees. The Company makes all employment decisions based on merit, qualifications and competence. Equal employment opportunity is the law, and discrimination is also inconsistent with RA’s core values. RA believes success is linked to having the most qualified and ethical team in its industry. As a result, the Company and its employees do not and will not discriminate against any employee or applicant based on race, color, religion, sex or gender (including gender identity and gender expression), sexual orientation, pregnancy, age, disability, national origin or ancestry, citizenship status, marital status, creed, medical condition, genetic characteristics or genetic information, military service or veteran status, or any other characteristics protected by federal, state, or local laws prohibiting discrimination.

Email cover letter and CV to: 
humancapital@rallc.com

 

Research Affiliates

660 Newport Center Drive, Ste. 300

Newport Beach, CA 92660

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