Director of Investment Manager Research
Director of Investment Manager Research
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Job Description
About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80000 households from our over 140 offices - and growing - nationwide.
Since 1997 Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information please visit .
We have an exciting opportunity for a Director of Investment Manager Research. This role will be the lead person responsible for investment expression. This includes the initial due diligence and monitoring of all third-party investment products including ETFs Mutual Funds Separately Managed Accounts and Alternative Investments (including but not limited to interval funds and limited partnerships across Private Equity Alternative Lending Real Estate/Real Asset and Diversifying Strategies).
The Director of Investment Manager Research will be responsible for overseeing and growing a team of Senior Portfolio Manager(s)Portfolio Manager(s) and Analysts. They will work closely with Portfolio Consulting and Advisor teams to articulate and communicate investment ideas for clients adoption and understanding. They will also collaborate with the Director of Fixed Income and Director of Equities to help develop cohesive approaches to the WEAS model sleeves. The Director of Investment Manager Research will also be an integral member of the Asset Allocation Committee Equity Sub-Committee Fixed Income Sub-Committee Macro Sub-Committee Investment Committee and Advanced Product Committee.
In the spirit of pay transparency we are excited to share the base salary range for this position is $180000.00 to $220000.00 exclusive of bonuses and benefits. This role is also eligible for our corporate bonus.
Primary Job Functions
Oversee the Research of Investments
Conduct research of third party managed investment funds including those that have a high degree of complexity or require in depth analysis.
Help develop areas of expertise and specialty of team members. Be recognized as a valued expert resource across all investment disciplines by other team members.
Regularly contribute investment ideas to team
Conduct Investment due diligence of 3rd party managers across a variety of fund structure and investment focus
Establish and maintain a process for the gathering and distillation of information on investment managers.
Ensure the information is synthesized to capture the salient drivers of risk and return.
Developed the capability to identify all potential points of differentiation risks and opportunities of investments under consideration.
Ensure due diligence findings are properly documented and shared with team as appropriate overseeing junior team members.
Maintain process of continued oversight and monitoring of menu of recommended managers.
Other team members rely on findings without supervision or review.
Prepare and/or oversee preparation of reports to assist with investment decisions and communication.
Work with team members to prepare detailed investment initiation reports and presentations.
Request information and review reports prepared by junior staff members.
Independently contribute to written and verbal communication process.
Present in-depth information potentially on complex topics without supervision for internal and/or external meetings.
Participate in and/or lead investment related special projects.
Assign and oversee projects identified as necessary or as directed by senior management. These projects are often non-recurring and may arise from changing market conditions client requests new initiatives etc.
Supervise junior staff members special project work to ensure objectives are achieved.
Special project work will often involve advanced complexity and/or require significant experience to complete.
Develop and supervise junior investment team members.
Oversight and delegation of daily duties to junior employees.
Take proactive role in developing and directing junior level employees talents in due diligence best practices documentation and presentation.
Assist in identifying any misallocation of resources and propose solutions to reallocate to senior management.
Education / Qualifications
Bachelors Degree in business; finance economics or related Masters preferred CFA preferred
10 years investments; financial products analytics
Series 7 66 and Insurance licenses if applicable
Knowledge of Microsoft Office; excellent Excel skills
Knowledge of FactSet and Bloomberg
Detail oriented; ability to prioritize work and projects; able to work with deadlines yet be flexible
Commits to high standards of ethical behavior; demonstrates trustworthiness
Excellent oral and written communication skills
Professional interactions with department customers
Ability to work as a Team Member; positive solution-focused attitude.
WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience qualifications skills and credentials; tenure cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws we must disclose the entire salary grade. The entire salary grade for those who are classified as a director level is $142600.00 to $213900.00. However the base salary range bolded above is what we expect to pay as a starting range for this position.
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness financial well-being professional development and work/life harmony. You may participate in the following benefits & development opportunities:
Training and professional development
Medical dental and vision coverage (Available to employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical dependent and transit expenses
Life and AD&D insurance employer paid and voluntary options
Short-term and long-term disability workers compensation employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits including pet insurance
18 days of paid time off (PTO) accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition licensing and other credentials (Available after meeting service requirements)
Should you need reasonable accommodation when completing the application form or during the selection process contact the Human Resources Department at
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time file documents in high or low cabinets to use the telephone and to use the computer systems.
Required Experience:
Director
Employment Type
Full-Time
