Senior Manager Strategist

Senior Manager Strategist

Senior Manager Strategist
Mutual Funds Investment Portfolios
Investment Management Group

This position is an add to staff at within the IMG group of a large institution located in King of Prussia, PA, a short commute from Philadelphia and very close to the NYS/PA border.
JOB SUMMARY:
This person is responsible for the production and review of investment analytics of the IMG subadvisors and their products. Perform analysis on risk/return statistics, two factor and multi-factor expost risk analysis. Will also be responsible for implementing the institutional investment process on all passive investments, and provide additional level of analysis for the Senior Consultants on subadvised mandates in our funds.

RELATIONSHIP:
Reports to AVP, Manager Strategies

JOB RESPONSIBILITIES:
1. Produces and reviews investment performance reports, securities holdings and other information received or requested on specific investment portfolios.
2. Serves as a subject matter expert in conducting expert analysis of mutual funds and other investment products. Monitors existing funds/managers for satisfactory performance.
3. Uses expert understanding of technical criteria for selection and monitoring of sub-advisors of products and/or third party funds included in our products.
4. Uses data acquired from studies of investment market and strong knowledge of the relationship between various types of investments to provide consultation around portfolio structuring.
5. Reviews industry trends to identify and monitor top investment managers to determine their potential effectiveness within IMG.
6. Conducts on-site investment due diligence with IMG sub-advisors that manage passive products.
7. Enhances the Quantitative Model as defined by the particular fund's mandate; screens the Quant Model for appropriate candidates, and works with other team members to choose due diligence candidates.
8. Supports marketing when developing sub-advisor related sales collateral, brochures, etc.
9. Manages relationships with certain database providers (i.e., FactSet, Morningstar, Lipper) as requested by management.
10. Performs other duties as assigned.

JOB REQUIREMENTS:
Education: Undergraduate studies in business, finance, economics, accounting or a related field. Graduate studies preferred.

License/Certifications: CFA / FRM/CIMA certification preferred.

Experience: 5 years related experience in Financial Services investment management, including subadvisor selection administration.

Knowledge: Strong knowledge of investment products, sub-advisor selection administration, and distribution strategy. Strong knowledge of investment, performance measurement, and style analysis. Understands the dynamics of selecting and managing sub-advisor relationships. Expert knowledge of all vendor software utilized by Manager Strategies team (FactSet, Morningstar, etc.).

Skills/Competencies: Demonstrated technical knowledge of investments, sub-advisor selection, and industry dynamics. Adept at building relationships both internally and externally. Strong interpersonal and communication skills.

Additional: Regularly and consistently demonstrates appropriate Values and Guiding Behaviors. May require occasional travel.

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