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Position: 
Research Analyst
Location: 
NY
Organization Name: 
Veris Wealth Partners
Job Category: 
Application Deadline: 
Sunday, June 2, 2019

About the Organization

Veris Wealth Partners is a wealth management firm founded in 2007 that serves individuals, families, and private foundations. We help clients achieve their financial objectives, while aligning their wealth with their values.
 

Position Description

The Research Analyst will be primarily responsible for conducting investment manager and fund due diligence, preparing analysis, and making recommendations to the firm.  Additional responsibilities include thematic research as well as impact metric monitoring and reporting. Reporting directly to the Director of Research, the Research Analyst’s duties will include supporting the firm’s Investment Committee and Investment Working Group. 
 
The Research Analyst will be able to articulate our investment philosophy, services and impact investing vision, and will write articles and papers on impact investing topics for both internal and public distribution. The Research Analyst will attend and represent Veris at industry related events.
 
In addition to supporting the Director of Research, the position will require management of research interns and future associates.
 
Investment Manager and Fund Due Diligence
  • Conduct ongoing due diligence on all approved managers and funds
  • Track and report on fund performance
  • Conduct due diligence on new managers/funds
  • Prepare analysis documents for new manager/funds
  • Provide oversight and supervision to outside consultants engaged in due diligence
  • Manage digital files and records of investment manager materials
Portfolio construction
  • Develop preferred manager model allocations
  • Review and propose updates to preferred manager model allocations
Impact Metrics
  • Research and produce annual Veris Impact Report
  • Monitor impact metrics reported by managers and funds
  • Participate in industry groups developing impact metrics
Impact Investing Articles and Papers
  • Write market analysis and Impact Investing articles for internal and client distribution
  • Collaborate with teams drafting Impact Investing papers for external distribution
Wealth Management Team Support
  • Assist wealth managers with portfolio construction and provide manager research
Consulting
  • Participate in Impact Investment consulting teams as needed
  • Consult with a national manager and fund platform on impact investing options
Additional
  • Support new client prospecting efforts
  • Participate in all firm required training and compliance programs
  • Attend local impact investing and financial industry events
  • Expand investment financial and impact knowledge through ongoing education
  • Participate in the Veris Investment Working Group and record minutes for Investment Committee
  • Follow all firm compliance procedures
  • Maintain awareness and knowledge of business-related news, articles, etc

Candidate Requirements

Education/Experience/Skills
  • Bachelor’s Degree required preferably in Economics or related subject
  • 2-5 years investment research experience required
  • MBA or CFA strongly preferred
  • Investment experience and knowledge of ESG data strongly preferred
  • Knowledge and experience with impact investing products and solutions preferred
  • Knowledge and experience with portfolio construction, IPS development, asset allocation, manager selection, and monitoring preferred
  • Demonstrated commitment to impact investing and/or the advancement of environmental and social sustainable practices
  • Detail oriented
  • Demonstrated aptitude for qualitative and quantitative analysis
  • Strong oral and written communication skills
  • Advanced skills in Microsoft Office, Word, Excel and PowerPoint essential
  • Experience with Morningstar Direct, Envestnet, and Salesforce helpful
  • Exceptional interpersonal skills
  • Passion for achievement
  • Entrepreneurial spirit
  • Life-long learner

Compensation

Compensation will be determined by a number of factors including educational background and experience. Veris Wealth Partners has a generous benefits package including health, disability and life insurance, and the opportunity to participate in the firm’s 401k retirement plan.
 

Application Instructions

To apply, please submit your resume and a cover letter outlining your specific interest in this opportunity to [email protected] with NY Veris / Research Analyst and your name written in the subject line. Resumes will be reviewed as received.   

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