Tuesday, May 27, 2014

THIS POSITION HAS BEEN FILLED - DO NOT CONTACT Associate Investment Research Analyst, SageView - Irvine

Associate Investment Research Analyst, SageView Advisory Group  - Irvine, CA

Compensation: $45,000-$55,000 Commensurate with experience

SageView Advisory Group is a Retirement Investment Advisory (RIA) Firm based in Irvine, CA, with several outside offices located across the U.S. We are a highly-focused financial services firm specializing in providing comprehensive customized retirement plan consulting, actuarial consulting, executive benefits, and wealth management services to corporate and individual clients throughout the United States. The primary role of the Associate Investment Research Analyst will be to support research efforts of the Investment Research team at SageView Advisory Group. This includes compiling information on various investment managers, tracking manager performance and assisting in the investment manager due diligence process. Other responsibilities include completing various ad hoc research projects, writing analysis reports. Meeting with mutual fund wholesalers and keeping up with important developments in the mutual fund industry, the markets, and the economy as a whole, would be added responsibilities.

Essential Duties:
- Produce quarterly reports for consultants and clients on investment managers and various ad hoc requests as needed
- Prepare a quarterly report of the top performing managers by category
- Conduct quantitative and qualitative analysis using our databases and proprietary software
- Compile and track information on various investment managers
- Develop clear opinions on mutual funds based on research that goes beyond mere performance and risk evaluation
- Assist in various aspects of the investment manager due diligence research process
- Compile financial markets data and economic statistics for research reports
- Attend onsite investment manger due diligence meetings and conferences
- Willing to learn about the retirement industry
- Keep up with important developments in the mutual fund industry, financial markets, and the economy as a whole

Minimum Requirements:
- 1-3 years investment industry or related experience
- Excellent written and verbal communication skills
- Knowledge of investments including attribution data, performance and valuation measures
- Technologically competent: familiarity with Word and PowerPoint; ability to learn new software packages (Morningstar Office, MPI Stylus, Bloomberg, and internal proprietary systems)
- Advanced Excel skills
- Extremely motivated and intellectually curious
- Ability to work well in a team environment, but also complete tasks independently and with little supervision
- Ability to prioritize projects with day to day responsibilities
- Thoughtful problem-solving skills
- Excellent business judgment and ability to recognize business implications of decisions
- Bachelor's degree in Finance / Economics
- Progress towards pursuing a Chartered Financial Analyst (CFA) designation is preferable

SageView offers a competitive benefits package, including 401(k), health and dental coverage, and paid vacation and sick leave.

If interested, please send resume and cover letter to Mark Hendrickson

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