What are the responsibilities and job description for the Director, Research Analyst position at The Colony Group LLC?
Seeking the extraordinaryTM! We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do.
With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in their lives. In our highly collaborative culture, a focus on purpose, connection, lifelong learning, diversity and inclusion, sustainability, and leadership development is core to our collective success. We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients. Across our hybrid working environment, we put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people and offering a culture where the needs of our employees and clients come first. We are united by our commitment to teamwork, collaboration, doing meaningful work, and having fun together, as well as fostering an environment where each person can thrive as part of a broader community.
Join The Colony Group in making your everyday extraordinary!
The Colony Group seeks a motivated and qualified individual for the position of Director, Research Analyst. The individual selected for this opportunity will be distinguished in academic achievement and have the highest ethical and professional standards of excellence.
Primary responsibilities for this position include:
- Source and perform due diligence on investment managers across private and public asset classes.
- Research emerging areas of investment opportunity as well as initiatives that will inform our investment thinking and client communications.
- Construct formal qualitative and quantitative manager analysis reports.
- Compile, calculate and analyze data from various sources.
- Maintain a proprietary database of investment managers and strategies.
- Effectively communicate one’s analysis to the team verbally and in writing.
- Prepare materials to support education and marketing efforts.
Qualifications:
- A bachelor’s degree is required, in addition a CFA and/or MBA is a plus.
- At least 5 years of relevant manager research experience.
- Experience sourcing and utilizing a network of diverse managers is a plus.
- Commitment, energy, enthusiasm, and a passion for investments.
- Knowledge of qualitative and quantitative investment concepts.
- Strong communication skills, both verbal & written.
- Exceptional organizational skills and attention to detail.
- High proficiency in Microsoft Office suite; experience/expertise in coding is a plus.
- Ability to contribute to a collegial, supportive, and respectful atmosphere.
*Exempt
*225-275k
TCG made Investment News' highly selective list of the top 75 places to work for financial advisors: Best Places to Work | An InvestmentNews professional award (bestplacesforadvisers.com)!