layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

LAYIQ - MSA Sr Research Analyst at Northwestern Mutual, Milwaukee, WI

Perform initial due diligence and provide recommendations of third-party asset managers following Mason Street Advisors’ (“MSA”) investment research process. This includes the qualitative review of the manager’s team, investment process, parent company and the quantitative analysis of performance characteristics, risk and factor attribution, as well as style consistency and adherence to the stated investment process. The due diligence process may include on-site visits of managers and attendance at industry conferences.
Responsible for the ongoing monitoring of external investment managers, including performance attribution analysis and qualitative assessment of their investment team and process. This includes recommending the addition or removal of investment managers and identifying appropriate replacement managers when necessary.
Assist in the management of the Active/Passive fund suite ($2.6 billion in AUM). Key member of the team that manages asset allocation strategy, strategic and tactical positioning, and fund selection parameters and process.
Assist in trading functions, including the management of cash, for the Active/Passive fund suite and MSA’s operating account. Develop and maintain relationships with securities dealers, and acts as liaison with industry and regulatory organizations related to trading matters. Perform credit analysis on commercial paper issuers. Participate in the oversight of trading and brokerage practices of sub-advisers.
Assist in MSA’s derivatives oversight and reporting functions. Assist in setting risk limits, conducting due diligence of the sub-advisers’ risk management processes, and monitoring the sub-advised portfolios’ derivatives risk exposures. Assist in overseeing and monitoring market, counterparty, liquidity, leverage, valuation, operational, and regulatory risks related to the use of derivatives, as well as regulatory matters and prospectus/SAI disclosures.
Member of MSA’s Brokerage and Trading Committee, Proxy Voting and Corporate Actions Committee, the Derivatives Oversight Group, and the Pricing Committee (helping to ensure pricing policies and procedures are followed and fair value pricing is being applied in a prudent manner) on a rotating basis.
Provide mutual fund board-facing investment research commentaries and content including written research reports, investment manager write-ups, portfolio attribution summaries, market and economic commentaries.
Build and contribute to positive working relationships with leaders within MSA and Northwestern Mutual. Know internal and external customers and service providers. Take ownership and use sound judgment to resolve issues that may be complex and require research and follow-up. Provide complete, professional, high-quality verbal or written responses, as appropriate. Handle negative situations well, offer workable alternatives, and facilitate appropriate resolutions. Collaborate frequently with other departments.
Assist in the preparation and presentation of materials for MSA’s Investment Committee, as well as MSA’s Board of Directors.

Minimum Requirements: Bachelor’s degree
Broad knowledge of markets, investments, economics, accounting, and financial tools, such as Bloomberg, Morningstar Direct, eVestment, Excel, etc.
Strong working knowledge of current trends within the investment industry.
Background in researching or recommending mutual funds, ETFs, SMAs for use within a portfolio.
The ability to communicate effectively at all levels of the organization. This includes writing reports, memos, communications, as well as giving presentations to audiences of varying sizes.
Desirable Requirements: 10 years of relevant work experience in the investment industry to include experience performing investment research and/or evaluating investments or investment products as part of a portfolio.
MBA degree and/or CFA designation
Experience giving presentations in large and small group settings
Skills You Have: Investment Performance Reporting - Analyzes and interprets investment data to produce reports that communicate the performance of investments to clients or stakeholders by collecting and organizing data, calculating performance metrics, creating visual aids such as graphs and charts, and presenting the information in a clear and concise manner that is easily understandable to the intended audience. Makes recommendations for future investment strategies based on the analysis of the performance data.
Research Methods - Conducts research utilizing various strategies, techniques and processes. Utilizes both qualitative and quantitative research methods in deriving meaning from datasets. Identifies and validates datasets for research and analysis.
Data Collection & Analysis - Gathers, stores, accesses, and uses information collected via quantitative (e.g., surveys or usage data) or qualitative methods (e.g., interviews, focus groups, document analysis). Analyzes data to uncover patters and insights to inform business decisions.
Investment Performance Reporting - Analyzes and interprets investment data to produce reports that communicate the performance of investments to clients or stakeholders by collecting and organizing data, calculating performance metrics, creating visual aids such as graphs and charts, and presenting the information in a clear and concise manner that is easily understandable to the intended audience. Makes recommendations for future investment strategies based on the analysis of the performance data.

MSA Sr Research Analyst

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