Research Assistant Job at Manning & Napier, Rochester, NY

bkpCT1RIOGRMSWRZZmhHdjhQR1ZaSUwvSnc9PQ==
  • Manning & Napier
  • Rochester, NY

Job Description

Summary

As one of two Research Assistants, you will be responsible for assisting with the processing and maintenance of records and files regarding stock purchases and sales. You will also work with the Associate Director of Research Policies and Support and the Head of Core Equities with various data gathering and analysis efforts.

You will have the opportunity to work on additional projects with the equity analysts and Head of Core Equities, once you have mastered the Administrative aspects of the position.

Responsibilities

  • Review/approval of models
  • WIP list maintenance
  • OFAC/Compliance checks of new stocks
  • Daily and Weekly Performance Reports
  • Buy recommendation/Core Team meeting note taking
  • Distribution of Notes from Research
  • Maintenance of Core Team stock scores
  • Combining and analyzing data from various sources for the Head of Core Equities and Core Team, to assist in review of ideas and investment decision-making.
  • Providing models and other information required for audits
  • Various ad-hoc projects as you advance in your knowledge and skills

Career Path

Manning & Napier Advisors provides an environment where performance is rewarded and recognized. This role is positioned so that you would be eligible to apply for other positions as they are available and would be eligible to begin taking CFA exams while in this position.

Qualifications

  • Bachelor’s degree with a concentration in Finance/Economics or related field
  • Excellent communication, presentation, and analytical skills
  • Proficiency in Microsoft Excel and Word software programs, Power BI a plus

Perks

  • Health, dental & vision insurance
  • Employer HSA contribution
  • Opt out credit
  • 401k employer match
  • Paid volunteer days
  • Gym reimbursement
  • Free access to a Workplace Financial Advisor

Compensation: Expected hourly rate between $24-$27 per hour

Job Tags

Hourly pay,

Similar Jobs

Ward

Director, Development Job at Ward

The company: This opportunity is with a data centre developer thats gone from zero to owning the 2nd largest privately owned data center portfolio globally. Theyre backed by a $235b asset manager and working on mega-projects across the USA and globe. The company...

Infinite Legacy

Clinical Recovery Coordinator (RN, Respiratory Therapist, Paramedic) Job at Infinite Legacy

 ...donors, utilizing information from medical records, history and physical examination, and current health status. # Prepare for on-call...  ...preceptor in conjunction with the Education Department. # Assists the Hospital Services and Family Services departments with donor... 

Ultimate Staffing

Receptionist Job at Ultimate Staffing

Ultimate Staffing is partnering with a prestigious nonprofit organization specializing in Music, Art, Drama, and Literature in West Palm Beach, FL. We are seeking a polished and professional Receptionist to be the welcoming face of the organization. Located in West Palm...

CareAparent

Caregiver / Certified Nursing Assistant (CNA) / Home Health Aide (HHA) / Patient Care Assistant (PCA) Job at CareAparent

 ...home as independently as possible for as long as possible. CareAparent is seeking Caregivers to make that happen. Are you a Certified Nursing Assistant (CNA), Patient Care Assistant (PCA), or Home Health Aide (HHA) that measures success by the happiness you create one... 

Denali Water Solutions LLC

Environmental Manager - Requisition ID: 2717 Job at Denali Water Solutions LLC

 ...Environmental Manager - Remote Denali Water Solutions is seeking an Environmental Manager for the West/Northwest US area. This position will report to the appropriate Senior Environmental Manager. Denali Water Solutions provides environmental services to municipalities...