The Contributions You Will Make
The Analyst will be responsible for original and ongoing research of public markets investment managers across assigned asset classes, with an emphasis on evaluating investment philosophy, process, people, performance, portfolio construction, style, factor exposures, and risk characteristics.
The role requires a candidate who can independently form well-supported investment views, conduct due diligence with managers, assess peer groups, and clearly communicate recommendations to the broader team. Every team member is expected to contribute meaningfully to investment decisions from day one, bring intellectual curiosity and independent judgment, and provide constructive challenges to colleagues’ investment proposals.
In addition, the Analyst will support the team in further developing and enhancing the team’s investment research infrastructure. This includes identifying practical ways to improve manager monitoring, peer analysis, portfolio diagnostics, and other reporting using tools such as Aladdin, eVestment, Morningstar, FactSet, Backstop, and related research platforms. The ideal candidate will be energized by the opportunity to improve processes, build scalable research capabilities, and contribute quickly to a team that values initiative, accountability, and continuous improvement. With respect to mutual fund board oversight, the Analyst is expected to actively participate in board meetings and develop reports in support of board initiatives.
Regular interaction with the CIO of MASS and other senior personnel in asset allocation, client services, quantitative research, product management, risk, and other departments is expected. The successful candidate should be comfortable engaging with senior stakeholders, articulating investment views, and acting as an impactful partner across MASS and the broader organization.