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Research Associate

Company: Manning & Napier
Location: Fairport
Posted on: November 19, 2021

Job Description:

SummaryAs 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 plusPerks* Health, dental & vision insurance* 401k employer match* Paid volunteer days* Gym reimbursement* Free access to a Workplace Financial Advisor

Keywords: Manning & Napier, Rochester , Research Associate, Other , Fairport, New York

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