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WSFS Bank · 3 weeks ago

Manager Research Analyst

Berwyn, PA

Full-time

Onsite

Entry, Mid Level

$63K/yr - $103K/yr

1+ years exp

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions. The Manager Research Analyst will conduct comprehensive portfolio due diligence, evaluate investment opportunities, and monitor market trends while collaborating with senior investment personnel and third-party investment managers.

BankingFinanceFinancial Services

Responsibilities

Portfolio due diligence, reviewing offering documents, due diligence calls, and interfacing with internal and external investment personnel

Meet with prospective fund managers of strategies not currently employed

Conduct reviews of investment opportunities and market trends

Perform portfolio reviews with currently hired managers

Assigned additional duties as deemed necessary by the Director of Manager Research or Senior Research Analyst

Reporting and analysis of current portfolio, including preparation and compiling ad-hoc reports

Support the Investment Committee and Working Groups with documentation, reporting, and recordkeeping

Partner with Client Service and Operations teams to ensure that key subscription and suitability documents and funding commitments are managed efficiently and in a timely manner

Independently analyze investment data from managers to determine compliance with system policies, CFA Institute standards, state and federal laws, and manager investment guidelines

Partner with Compliance and Risk to ensure data integrity, operational controls, and adherence to firm-wide governance standards

Qualification

Portfolio due diligenceInvestment analysisMicrosoft Office SuiteCFA designation progressBloomberg familiarityMorningstar familiarityFactSet familiarityCommunication skillsAttention to detailCollaboration skillsAdaptability

Required

Bachelor's degree in Finance, Accounting, Economics, or a related field

1-3 years of experience in the investment industry

Interest in investments and capital markets

Must have an advanced level in Microsoft Office suite, including analyzing data and using formulas in Excel, drafting documents in Word, and creating PowerPoint presentations

Ability to manage competing priorities in a dynamic, fast-paced environment

High attention to detail and commitment to accuracy, integrity, and process excellence

Must be collaborative and solutions-driven with the ability to work effectively across functions

Must have excellent verbal and written communication and interpersonal skills, with the presence to engage with senior leadership and external partners

Must have a high level of initiative, adaptable and proactive in a dynamic, fast-paced environment