Investment Analytics Coordinator - Product Management

JOB DESCRIPTION

The Product Management group at Research Affiliates is responsible for the oversight of the firm’s investment strategies which includes; product development, business development, messaging and analytical support. The investment analyst position provides analytics support to Product Management and the firm’s client-facing team and includes; fulfilling day-to-day analytics and attribution requests from clients, creation/maintenance of standard reports on Research Affiliates’ investment strategies, and creation of presentation material.  In this role, you will work closely with the client-facing, research, marketing and compliance teams.

Research Affiliates, LLC, is a global leader in smart beta and asset allocation. Dedicated to creating value for investors, we seek to have a profound impact on the global investment community through our insights and products. Our investment strategies are built on a strong research base. We deliver solutions in partnership with some of the world’s leading financial institutions, through their offerings of mutual funds, ETFs, separately managed accounts, and/or commingled accounts. Research Affiliates was founded in 2002 and is based in Newport Beach, California. As of June 30, 2020, $142 billion in assets are managed worldwide using investment strategies developed by Research Affiliates.

Roles & Responsibilities

• Create charts and graphs for use in client service and prospect presentations.
• Update presentation material, factsheets and other standard reports for the firm’s investment strategies.
• Conduct analysis on RAFI performance and peer comparisons.
• Generate performance attributions and other ad hoc analytics using FactSet.
• Provide analytics support to product managers.
• Maintain and update proprietary AUM management system.

Education & Experience

• Proficiency with Microsoft Excel and PowerPoint required.
• Degree in Business/Economics, or Mathematics/Statistics/Engineering preferred.
• Attention to detail and strong interpersonal skills necessary.
• Knowledge of finance/investment concepts required.
• 0-3 years of investment industry experience.
• Interest in pursuing the CFA designation a plus.

Personal Attributes

• Commitment to a mission-driven, culture-driven firm.
• Attention to detail and strong work ethic, with a willingness to take on new challenges.
• Collaborative and team-oriented with a strong sense of integrity and professionalism.
• Ability to prioritize and manage multiple competing priorities and deadlines.
• Must have outstanding initiative and be a self-starter.