Position Summary As a Research Analyst, you will be an integral member of the Manager Research team within the Investment Department, responsible for sourcing, evaluating, and monitoring investment managers, as well as conducting research that informs investment decisions and client communications. This role requires analysis across a broad range of investment strategies, asset classes, and geographies, with a focus on generating actionable insights and supporting portfolio construction and oversight. Focus provides team members the flexibility to work a hybrid schedule.

Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Responsibilities

Source, evaluate, and conduct due diligence on investment managers across asset classes Identify and research emerging investment opportunities and thematic initiatives to inform investment strategy and client communications Develop and enhance qualitative and quantitative manager research reports Leverage analytical platforms to monitor portfolio exposures, characteristics, and risks, including scenario and stress-test analysis Perform cross-asset portfolio analysis to assess performance, monitor risk, and identify optimization opportunities Maintain and enhance the investment manager database, ensuring data accuracy and seamless integration across systems Improve analytics workflows through automation and process enhancements Produce formal research reports and quarterly manager updates Communicate investment insights clearly and effectively, both verbally and in writing, to investment committee

Qualifications

S. , Bloomberg, Morningstar, Bipsync, FactSet) Coding or data analytics experience is a strong plus Solid understanding of qualitative and quantitative investment principles Strong written and verbal communication skills, with the ability to translate complex ideas clearly This position is an Exempt position.

Base Pay Range

for this role is expected to be between $100,000 - $150,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.

Compensation

package for employees.

Benefits

package. #LI-CB1 Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future.

With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. com or follow the company on LinkedIn .