Investment Research & Oversight. Identify, recommend, and continuously monitor investment solutions across a broad range of asset classes, including fixed income, multiasset, and balanced strategies. Coverage spans multiple vehicle types such as ET - Fs, mutual funds, and separately managed accounts (SM - As), ensuring flexibility and suitability for varied client needs. Strategic Recommendation & Communication. Translate complex investment analysis into clear, concise, and actionable insights. Effectively communicate recommendations, portfolio implications, and timely market developments to internal teams and key stakeholders to support informed decisionmaking. Stakeholder Partnership. Work collaboratively across teams to drive strong client and firm outcomes. Act as a trusted partner to stakeholders, aligning investment solutions with strategic objectives while fostering an inclusive, solutionsoriented culture. Leadership & Team Development. Serve as a senior member of the team, modeling professionalism, sound judgment, and the firms core values. Mentor and coach colleagues, cultivating high standards of performance, collaboration, and continuous learning across the group. Impact & Continuous Improvement. Contribute to the evolution of investment processes and frameworks by incorporating insights from market trends, portfolio outcomes, and stakeholder feedback to enhance the overall quality of investment solutions. Bachelors Degree in a relevant or complementary field to investment manager due diligence. 5 years of industry experience preferred. Series 7 and 66 consistent with department policy or attained in alignment with department timelines. CFA required consistent with department policy or significant progress towards the CFA upon potential hire.