Manager, Research and Due Diligence

For 65 years, Schneider Downs has provided accounting, tax and consulting services through our team of innovative thought leaders who are committed to our approach of providing Big Thinking with a Personal Focus. 

Our client roster includes a diverse blend of well-established regional businesses, not-for-profits and exciting start-ups. Regardless of industry or corporate profile, our clients receive the highest level of responsiveness, proactivity and personal attention to their individual needs. We call that commitment the SD Standard and it’s what makes us different. 

At Schneider Downs, we believe that diversity, equity and inclusion contribute to a better company, better client services and a better world. We want everyone to feel they can be themselves by sharing the wide range of perspectives they represent, thereby fostering an environment where differences are truly valued and celebrated. Fostering this type of environment empowers our colleagues to do their best work and we encourage everyone to consider becoming a part of it.

• Attend weekly capital market update calls from various firms (e.g., Blackstone, Neuberger Berman, Blackrock, JP Morgan, Charles Schwab), take notes from the calls and report back to the Chief Investment Officer on findings.
• Participate in investment strategy update calls from current SDWMA investment managers
• Aid in the research of new investment strategies and themes, and maintain and improve firm databases 
• Attend investment manager and economic conferences (virtual and travel)
• Meet weekly with the Chief Investment Officer, and attend all meetings of the SDWMA investment team

• Bachelor’s degree in Accounting, Economics, Finance or related field is required (candidates outside of these traditional majors may be considered as long as candidate demonstrate proficiencies in the above)
• Minimum of five years of relevant experience is required 

• Chartered Financial Analyst (CFA) designation (or progress towards achieving) is strongly preferred
• Interest in obtaining the Chartered Alternative Investment Analyst (CAIA) designation is strongly preferred

• Intense interest and depth of knowledge in capital markets and investments (traditional and non-traditional)
• Baseline quantitative and qualitative analytical skills
• Self-starter who is motivated to actively engage and participate in investment decisions 

At Schneider Downs, we recognize that our culture is our identity. It is the building block of what makes us unique. Even as we grow, we are working hard to retain that same close-knit culture and continuously promote a positive, supportive work environment through our core values: Care, Integrity, Balance, Respect and Drive.

We strive to provide a work/life balance that fits for each and every one of our employees. We are pleased to present a comprehensive benefits package that makes being employed by Schneider Downs more than just work. Below are some of the benefits we offer.

• Competitive compensation
• Insurance, including health, dental and vision, that begin on day one
• 20 days of paid time off and 12 paid holidays
• Parental leave, family care leave, and personal days
• 401(k) plans and profit sharing
• Education assistance program, qualified transportation reimbursement plan, and pet insurance

Schneider Downs is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other protected characteristics.
 
Schneider Downs does not accept unsolicited referrals for vacancies, and any unsolicited referral will become the property of Schneider Downs.  Upon hire, no fee will be owed to the agency, person, or entity.