Job Title:
Senior Research Analyst
Job Code:
5465LT
Job Category:
Investment Operations
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Jan 16 2020
Expires On:
Mar 20 2020
Responsibilities:
Senior Research Analyst

The responsibilities of the Senior Research Analyst include:
- Contribute written or digital material to support client education and marketing efforts including special reports, podcasts, and TV
- Support client facing team on more complicated requests—custom portfolio solutions, commentary on portfolio position and comparison
- Participate in client calls and meetings
- Mentor analysts and develop new research tools
- Pitch trade ideas to portfolio managers
- Comfort conducting one-on-one manager interviews and comfort presenting to groups and media
Qualifications:
The qualifications needed of the Senior Research Analyst include:
- 5 years of investment research and/or analyst experience
- A degree in a related field (Masters, CFA, CFP, or other) preferred
- Knowledge of mutual funds, ETFs, and other investment areas
- Strong writing and technical skills with advanced proficiency in Microsoft Excel
- Experience with Morningstar Direct, Bloomberg Terminal, and/or FactSet
Required Years of Experience:
5
Additional Info:
CONTACT: Lynn Tyburski: lynn@fanning-boston.com | phone: 617-728-4100 | fax: 617-728-4115
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