Role Overview The Manager/Senior Manager of Fund Research provides strategic leadership for the firm's investment due diligence function, overseeing the evaluation, selection, monitoring, and governance of investment managers, strategies, and products utilized across the organization's advisory, consulting, and portfolio platforms. This role establishes due diligence frameworks and research standards, supports disciplined investment committee decision-making, and strengthens investment risk oversight. The position also serves as a key resource to leadership teams, advisors, clients, and internal partners by ensuring investment recommendations are supported by rigorous quantitative and qualitative analysis and consistent governance practices. Primary Responsibilities - Lead the firm's investment due diligence strategy, policies, methodologies, and governance framework.
- Oversee the evaluation, selection, approval, monitoring, and termination of external investment managers, mutual funds, ETFs, separate accounts, and other investment solutions.
- Chair or support investment committee processes and provide recommendations supported by quantitative and qualitative research.
- Establish research standards, due diligence documentation requirements, and ongoing monitoring procedures.
- Partner with Portfolio Management, Investment Consulting, Distribution, Compliance, Risk, and Operations teams to align investment decisions with business objectives.
- Monitor market developments, manager personnel changes, performance trends, operational risks, and organizational developments that may affect investment recommendations.
- Lead vendor, platform, and database relationships that support investment research and analytics.
- Develop and mentor investment professionals while strengthening the capabilities and scalability of the due diligence function.
- Communicate investment research, manager insights, and recommendations to senior leadership, advisors, clients, and external stakeholders.
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