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Research Analyst

Employer
LoCorr Funds
Location
Excelsior, Minnesota
Salary
Competitive compensation commensurate with experience
Closing date
Feb 24, 2024

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Job Details

ABOUT LOCORR FUNDS

LoCorr Funds was founded on the belief that non-traditional investments with low correlation to investments like stocks and bonds can reduce risk and increase portfolio returns. Our investment solutions are designed for investment professionals and individual investors who are seeking to achieve better diversification and the potential for reduced risk within their portfolios. Our conviction in telling the low-correlating investment story is a strong driving force for our firm.

LoCorr offers a growing family of mutual funds and a hedge fund to a wide network of investment firms. These products include managed futures, long/short equity, long/short commodity, and alternative income offerings. Currently, LoCorr has approximately $3 billion in assets under management across this fund lineup.

Our investment due diligence team is responsible for researching and selecting investment managers for utilization in our funds, overall fund construction, and supporting the sales and marketing efforts at the firm.

JOB DESCRIPTION

The Research Analyst will have a significant impact on the success of the organization and team. This individual will have a variety of responsibilities ranging from conducting investment manager due diligence on alternative investment managers, asset class research, and supporting the sales and marketing efforts of the firm. The ideal candidate will be highly analytical, an effective communicator, and able to thrive in a team-based environment while demonstrating a high level of initiative.

PRIMARY RESPONSIBILITIES

  • Play a key role in the team’s investment manager due diligence and oversight process including sourcing, evaluating, and monitoring alternative investment managers across a wide range of strategies including but not limited to systematic macro, discretionary macro, long/short commodity, long/short equity, alternative income, multi-strategy, event driven, options, etc.
  • Perform ad hoc investment research and analysis on capital markets, asset classes including alternative investments, competitor products, etc.
  • Support the firm’s wholesalers and marketing efforts by being a knowledge expert on financial markets, the firm’s products and managers, and relevant strategies. This may include providing analysis of our product offerings and presenting our thoughts both externally and internally 
  • Maintain and develop proprietary databases and analytical tools to enhance the team’s overall research process and analytical capabilities

IDEAL CANDIDATE

  • 3 – 7 years of experience in the investment industry
  • Experience in investment manager due diligence or similar analytical role
  • CFA designation or significant progress toward obtaining
  • Highly proficient in Microsoft applications, particularly Excel
  • Strong and effective communicator – oral and written
  • Ability to work independently and manage multiple projects simultaneously
  • BS or BA in finance, economics, or similar

 

Company

Founded on the belief that non-traditional investments, with low correlation to traditional investments like stocks and bonds, can reduce risk and help increase portfolio returns, LoCorr offers a growing family of mutual funds, and distributes numerous alternative investment products to a wide network of investment firms. We continually seek innovative strategies for a broad range of investors, to help them navigate the increasingly complex investment environment.

Company info
Website
Telephone
9527676994
Location
687 Excelsior Boulevard
Excelsior
Minnesota
55331
US

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