What are the responsibilities and job description for the ASSOCIATE position at Manning & Napier?
Summary
As a Research Associate, you will work with a team of Analysts as a member of a Sector Team. You will conduct company and industry specific research and analysis assisting Analysts in recommending equities for client accounts and our in-house funds. You will report to the Managing Director of your Sector Team.
Responsibilities
- Analyze company-specific, industry and macro-economic information from various sources, including regulatory filings, company investor relations websites, third-party research, online sources, newspapers, books, databases, etc., and from speaking with management teams and industry experts
- Combine information into relevant investment ideas
- Create and use financial models (e.g. revenue, financial statements, valuation) to support investment ideas
- Write and present investment recommendations, supported by quantitative analyses, to sector group and to a team of portfolio managers
- Monitor client investments and relevant coverage areas on an ongoing basis
- Record meeting notes for sector team meetings & carry out other administrative tasks as requested (e.g. run investment screens, create charts, update financial quarterly financial data, etc.)
Qualifications
- Bachelor's degree with a record of academic achievement; concentration in finance, economics or related field a plus
- Proficiency with Microsoft Excel and Word software programs
- Progress towards CFA designation a plus
Perks
- Health, dental & vision insurance
- 401k employer match
- Paid volunteer days
- Gym reimbursement
- Free access to a Workplace Financial Advisor
Job Type: Full-time
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