Senior Analyst of Manager Research @World Insurance Associates, LLC.

[Hiring] Senior Analyst of Manager Research @World Insurance Associates, LLC.

Mar 26, 2025 - World Insurance Associates, LLC. is hiring a remote Senior Analyst of Manager Research. 💸 Salary: $90,000-$130,000. 📍Location: USA.

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Role Description

World Investment Advisors (formerly Pensionmark Financial Group) is seeking a dynamic and experienced Senior Analyst of Manager Research to drive the implementation of WIA's Strategy Research Process. The ideal candidate will leverage their expertise in qualitative and quantitative analysis to identify and recommend high-quality investment strategies across assigned asset classes.

Implement the World Investment Advisors (WIA) Strategy Research Process to identify, review, and recommend high-quality investment strategies from their assigned asset classes for use in wealth management accounts and retirement plan lineups.
Qualitative Strategy Research:
- Gather and review qualitative information about investment strategies from various sources.
- Interview investment strategy management teams to develop a deep understanding of their investment decision-making system.
Quantitative Strategy Research:
- Evaluate investment strategy data, including returns, risk metrics, holdings and allocation data, and other strategy-related data from Morningstar Direct and other sources.
Initial Investment Recommendations:
- Formulate a recommendation on reviewed investment strategies by analyzing and synthesizing qualitative and quantitative research.
- Prepare a comprehensive written review report including analysis and a recommendation on the investment strategy.
- Verbally present the review report to the appropriate committee/stakeholders and respond to any questions.
Ongoing Monitoring:
- Perform ongoing monitoring and due diligence of investment strategies within their assigned coverage, including an annual review report.
Product Risk Assessment:
- Perform and document risk assessment of assigned investment products/strategies for various risks and present findings to WIA Product Risk Committee.
Serve as Investments Subject Matter Expert:
- Assist advisors and Investment Team members with selecting investment strategies.
- Respond to advisors’ inquiries about investment strategies assigned to their coverage.
- Continually develop and apply knowledge of a broad range of investments/finance topics.
- Create and/or contribute to investment research, analysis, communications and other related content.
- Condense work results and/or recommendations into concise, relevant, and understandable deliverables.
- Propose suggestions for and contribute to the continuous improvement of the World Investment Advisors Strategy Research Process.
- Develop and maintain relevant documentation for research projects, tasks, and assignments.
- Ensure all activities are in compliance with applicable rules, regulations, policies, and procedures.
- Perform additional related work and responsibilities as assigned by the CIO and/or World Investment Advisors leadership.

Qualifications

Bachelor's degree required with a minimum of 5+ years of professional experience in investment strategy research and analysis, or related wealth management or investment management experience.
Highly motivated and results driven individual, a self-starter.
Excellent analytical, problem solving, and decision-making skills.
Excellent written communication skills.
Good verbal communication and presentation skills.
Strong aptitude for working collaboratively in a team environment while working in a fully remote capacity.

Requirements

Active Chartered Financial Analyst (CFA) designation strongly preferred; successful progress towards the CFA charter also considered.
Master's degree in finance, investments, statistics, economics, business administration, or related field preferred.
Investments designations such as Financial Risk Manager (FRM), Chartered Alternative Investment Analyst (CAIA), Certificate in Investment Performance Measurement (CIPM), and/or Certified Investment Management Analyst (CIMA) also preferred.
Professional experience using Morningstar Direct to gather and analyze investment strategy data.
Series 65/66 and Series 7 licenses preferred, or willingness to get licenses within 12 months of start date.

Compensation

The salary for this position generally ranges between $90,000-$130,000. This range is an estimate, based on candidate qualifications and operational needs. The firm also has a bonus program.

Benefits

401(k) with Employer Match
Health Insurance (with HSA option)
Dental Insurance
Vision Insurance
Life Insurance
Generous Paid Time Off Policy
Flexible Spending Account (FSA)
Healthy Work/Life Balance
Maternity/Paternity Leave Policy
Remote Work Opportunity

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📍	Be aware of the location restriction for this remote position: USA
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Senior Analyst of Manager Research @World Insurance Associates, LLC.

Finance / Legal

Salary 💸 $90,000-$130,000	Remote Location USA
Job Type full-time	Posted Mar 26, 2025

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📍	Be aware of the location restriction for this remote position: USA
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[Hiring] Senior Analyst of Manager Research @World Insurance Associates, LLC.

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