Job Description

Summary

As one of two Research Assistants, you will be responsible for assisting with the processing and maintenance of records and files regarding stock purchases and sales. You will also work with the Associate Director of Research Policies and Support and the Head of Core Equities with various data gathering and analysis efforts.

You will have the opportunity to work on additional projects with the equity analysts and Head of Core Equities, once you have mastered the Administrative aspects of the position.

Responsibilities

• Review/approval of models
• WIP list maintenance
• OFAC/Compliance checks of new stocks
• Daily and Weekly Performance Reports
• Buy recommendation/Core Team meeting note taking
• Distribution of Notes from Research
• Maintenance of Core Team stock scores
• Combining and analyzing data from various sources for the Head of Core Equities and Core Team, to assist in review of ideas and investment decision-making.
• Providing models and other information required for audits
• Various ad-hoc projects as you advance in your knowledge and skills

Career Path

Manning & Napier Advisors provides an environment where performance is rewarded and recognized. This role is positioned so that you would be eligible to apply for other positions as they are available and would be eligible to begin taking CFA exams while in this position.

Qualifications

• Bachelor’s degree with a concentration in Finance/Economics or related field
• Excellent communication, presentation, and analytical skills
• Proficiency in Microsoft Excel and Word software programs, Power BI a plus

Perks

• Health, dental & vision insurance
• Employer HSA contribution
• Opt out credit
• 401k employer match
• Paid volunteer days
• Gym reimbursement
• Free access to a Workplace Financial Advisor

Compensation: Expected hourly rate between $24-$27 per hour

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