Manager Research Analyst

Location
Cincinnati, Ohio
Salary
Competitive Compensation with full benefits and a pension program.
Posted
Jan 05, 2022
Closes
Feb 04, 2022
Ref
101
Employment Type
Full Time
Education
Bachelors

Touchstone Investments is the mutual fund arm of Western & Southern Financial Group.  Touchstone helps investors achieve their financial goals by providing access to a distinctive selection of institutional asset managers who are known and respected for proficiency in their specific area of expertise.  Recognizing that mastery of all investment disciplines is beyond the scope of any one firm, the use of sub-advisors allows Touchstone to offer a variety of strategically focused funds across styles and asset classes. Touchstone’s fund lineup is primarily focused on core asset classes in U.S. equity, international equity, and U.S. fixed income.

Touchstone is actively searching for a Research Analyst to join its Asset Manager Evaluation Team.  The Analyst is responsible for investment management research of prospective and current sub-advisors to Touchstone’s mutual funds.  The Research Analyst is a critical role in the Touchstone organization as the identification and ongoing evaluation of investment management talent is the primary value that Touchstone delivers to its clients. 

Touchstone Research Analysts (including the successful candidate) act as generalists across various asset classes and investment styles.  Coverage responsibility for Touchstone’s roster of over 30 funds and 14 sub-advisors is divided approximately equally across Analysts.  As such, each analyst is expected to be the foremost Touchstone expert for his/her funds and sub-advisors.  This expertise is gained through frequent interaction and periodic virtual or on-site due diligence with designated sub-advisory relationships.

The evaluation and insights provided by the Analyst facilitate Touchstone’s efforts to build and maintain a top-notch fund roster and to educate and position Touchstone’s funds to current and prospective clients.  The Analyst’s formal written fund evaluations are also submitted to Touchstone’s Board of Trustees each quarter.  Beyond the function of asset manager-specific evaluation, the Analyst will periodically produce and deliver relevant conceptual or thematic investment content for use in training Touchstone staff and/or positioning funds and educating clients.  At times, Analysts are asked to present their findings in Board meetings, sales conferences and management committee meetings.  Each of the analysts is a regular participant in Touchstone’s Product Management Committee meetings where fund decisions are assessed and recommendations are finalized for presentation to Touchstone’s Board.

The Research Analyst is also a critical component of Touchstone’s efforts to rationalize existing products and launch new funds.  Sourcing new sub-advisor opportunities and vetting candidates for Touchstone fund launches are regular elements of the Analysts responsibilities.  To effectively perform his/her duties, the Analyst has primary responsibility for delivering optimal value from the various research tools that Touchstone licenses and, as necessary, developing proprietary analysis techniques to assess investment markets, asset classes and asset managers.  The Research team members also play collaborative roles on cross-functional teams to lend their investment expertise regarding important initiatives like new vehicle (e.g., active ETF) launches and regulatory requirements (e.g., derivative and liquidity committees).

A successful candidate has at least a Bachelor's degree, preferably in a finance-related field.  Proven analytical and problem-solving skills and in-depth knowledge of the financial services industry (particularly, investment management techniques and disciplines, mutual funds and separate accounts) are required characteristics.  The candidate must also demonstrate excellent verbal and written communication skills along with experience working independently and meeting deadlines.  Proficiency in word processing and spreadsheet applications are needed with experience using investment analytical tools (e.g., Morningstar Direct, Zephyr Analytics, Bloomberg) strongly preferred.  CFA Charter, CFA candidate, CIMA designee and/or advanced degree (e.g., MBA) also strongly preferred initiatives like new vehicle (e.g., active ETF) launches and regulatory requirements (e.g., derivative and liquidity committees).

A successful candidate has at least a Bachelor's degree, preferably in a finance-related field.  Proven analytical and problem-solving skills and in-depth knowledge of the financial services industry (particularly, investment management techniques and disciplines, mutual funds and separate accounts) are required characteristics.  The candidate must also demonstrate excellent verbal and written communication skills along with experience working independently and meeting deadlines.  Proficiency in word processing and spreadsheet applications are needed with experience using investment analytical tools (e.g., Morningstar Direct, Zephyr Analytics, Bloomberg) strongly preferred.  CFA Charter, CFA candidate, CIMA designee and/or advanced degree (e.g., MBA) also strongly preferred.

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