Research Assistant

SummaryAs the Research Assistant, you will be responsible for the processing and maintenance of all records and files regarding stock purchases and sales. You will also work with the Associate Director of Research Policies and Support and the Research Administrative Coordinator with various projects as requested. After completing the core administrative tasks, you will have the opportunity to work with Research Analysts on equity research projects.You will report to the Associate Director of Research Policies & Support. ResponsibilitiesReviewapproval of portfolio modelsWork-In-Progress list maintenance (stock recommendations currently being worked on)OFACCompliance checks of new stocksDaily and Weekly Performance ReportsBuy recommendationPortfolio Manager meeting note takingDistribution of research activity summaries for client communicationsMaintenance of Portfolio Managers stock scoresProcessing Research staff expense reports via Concur systemCompilation of weekly reports and data for Portfolio ManagersProject work to include:Analyzing and combining information from various sources into relevant investment ideasBuilding financial models to support investment ideasCreating and presenting investment recommendations to sector group and to a team of portfolio managersCareer PathManning & 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. QualificationsBachelor's degree with a concentration in FinanceEconomics or related fieldExcellent communication, presentation, and analytical skillsProficiency in Microsoft Excel and Word software programsPerksHealth, dental & vision insuranceEmployer HSA contributionOpt out credit401k employer matchPaid volunteer daysGym reimbursementFree access to a Workplace Financial AdvisorCompensation: Expected hourly rate between $24-$27 per hour

Created: 2024-10-27