Our growing firm seeks a Research Analyst. The role is an important part of the research and consulting support that FUSE provides to our asset manager clients, contributing to recurring reports and bespoke research assignments. Sometimes the work involves supporting a particular senior employee and their clients’ requests, and sometimes it involves coordinating with fellow analysts to produce regular reports and support client requests across the firm. Because FUSE assists clients with product, sales and marketing strategy, the role does not involve any investment analysis or due diligence work.
The ideal Research Analyst combines intellectual curiosity, aptitude with data, and a desire for a flexible mix of duties; for example, in a given week the research analyst might pull specific information about mutual funds from our database and format it for a client, collect information from SEC filings, research third-party reports about a topic for a client, summarize recent industry news stories in a few bullet points, and turn FUSE survey findings in a short PowerPoint deck. Successful candidates will have an interest in financial reporting, business operations, and client service with a desire to learn more about the asset management industry in general.
Job Objectives:
· Collect and analyze data for use in ongoing client updates and ad hoc projects, using Excel and, at times, SQL and Report Builder
· Develop new client reports and enhance/automate existing reporting
· Maintain and regularly update data sources used in reporting and analysis
· Conduct web-based research on topics where in-house research is inadequate
· Create PowerPoint decks that present information in a clear and concise manner
Qualifications:
· College degree is required
· Two to five years of work experience in financial services
· Understanding of asset managers and investment products
· Facility in synthesizing information, and for interpreting and working with data
· Strong attention to detail and emphasis on accuracy
· Capability to work well both independently and on a team
· Ability to take ownership of assigned responsibilities and deliver in timely manner
· Knack in adapting to changing priorities to meet multiple project timelines
· Proficiency in Excel, Word and PowerPoint. Experience with Excel VBA and/or SQL is a plus.
· Strong writing and speaking skills
· Excellent written and oral communication skills
Compensation: Competitive with market rates (based on experience)
Hours: 40 Hours per week, Monday to Friday
Location: Needham, MA (job is on-site)
Benefits include: Medical plan, paid vacation, 401(k) plan and more.
To learn more about FUSE, check us out online at: www.fuse-research.com
