Senior Research Analyst – Funds at Annex Wealth Management LLC

Brookfield, Wisconsin, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Jan, 26

Salary

0.0

Posted On

16 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Research, Analysis, Investment Recommendations, Process Execution, Education Creation, Mentorship, Collaboration, Manager Research, Equity, Bond Managers, Alternative Strategies, Communication, Teamwork, Autonomy, Technical Skills, CFA

Industry

Financial Services

Description

Description Are you passionate about research and ready to make a tangible impact on an investment firm's strategy and client education? Senior Research Analyst – Funds We are looking for a Senior Research Analyst with a focus on Fund Research to join our growing team at our headquarters in Brookfield, WI. This role is centered on the ethical, efficient, and effective execution of the firm’s investment philosophy and process. You will operate with a high degree of autonomy and independence, serving as a subject matter expert in manager research and the use of external managers in client portfolios. A key part of your role is to execute our manager research process; evaluate external managers; make recommendations to hire, fire, or retain managers; and provide recommendations to improve the manager research process itself. The scope of coverage includes traditional equity and bond managers (index tracking, systematic, and active in mutual fund and ETF structures) along with managers of alternative strategies, like private markets. The individual will be a member of the Investment Committee and conduct original research to make strategic and tactical investments for the Investment Committee to consider. Annex Wealth Management – Know the Difference Join Our Growing Team at Headquarters in Brookfield, WI! Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? ‘Know the Difference’ applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features! Annex Wealth Management is a privately held, full-service registered investment advisor acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more. Communication and Education are key to Annex Wealth Management’s growth. Check us out on YouTube, our multiple podcasts, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX. At Annex Wealth Management, our values aren’t just words – they guide how we work every day: Knowledge Accountability Integrity Courage Respect Ownership Does this resonate with you? We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything you do, we’d love to hear from you. What You’ll Do The primary purpose of this role is to effectively, efficiently, and ethically execute on the firm’s investment philosophy and process as a subject matter expert in manager research. Research & Analysis: Conduct detailed research and analysis of external managers by following the Annex manager research process. You will also be able to make evidence-based recommendations to the Investment Oversight Committee to improve the manager research process and then take ownership of executing the process. Investment Recommendations: Your research will be critical in making external manager hire, fire, and retain recommendations to the Investment Committee. Your research will expand beyond just manager research to include assisting in generating actionable insights for the Investment Committee to consider implementing for client portfolios. Process Execution: Skillfully implement processes established by the Investment Committee or the Investment Oversight Committee, serving as a lead for idea generation and monitoring within your area of expertise. Responsible for analysis and recommendations spanning mutual funds, ETFs, and alternatives. Education Creation: Define, create, and communicate empowering investment education for clients and internal stakeholders. Mentorship and Collaboration: Support and mentor aspiring research team members, helping them develop their analytical skills. You'll also take part in firm-wide projects, contributing your analytical expertise to broader initiatives. Requirements What You’ll Need to Succeed Proven Experience: 4 years minimum of Analyst experience. Demonstrated expertise and a deep understanding of fund research Certifications: Possession of a major designation such as a CFA. Possession of a Master’s degree in a relevant field and material progress towards a professional designation may be considered. Technical Skills: Expert proficiency in relevant research software, e.g. proficiency in Morningstar Direct, Bloomberg, or Factset. Work Style: You thrive in an autonomous environment and can manage tasks with minimal supervision. Team Approach: A proactive team player who is ready to mentor and support the success of the broader team. Otherwise qualified candidates not meeting these minimums may be considered for a more junior role if they commit to getting the requisite certifications! Comprehensive Benefits We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions. This includes a comprehensive suite of: Benefits: Our benefits package includes medical, dental, and vision insurance, as well as a 401(k) plan to help you secure your financial future Life & Disability Insurance Paid Time Off (PTO) 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution Company Events: We believe in celebrating wins and creating connections – whether it’s through get togethers, our Annual Picnic, or company milestones Opportunities for professional growth and development Summer hours We are committed to providing an environment where you can thrive and achieve your full potential. Equal Employment Opportunity: Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.

Responsibilities

The primary purpose of this role is to effectively execute the firm’s investment philosophy and process as a subject matter expert in manager research. This includes conducting detailed research, making investment recommendations, and mentoring team members.