Associate, Investment Manager Research

DeMarche is looking for an Associate, Investment Manager Research for its Kansas City area headquarters.

We are seeking a proactive, highly organized teammate with a proven ability to assimilate complex information, set priorities for responding to inquiries and material preparation, communicate with financial consultants and perform with limited oversight. Experience with, and personal interests in, investments or financial services is highly desired.

About the Job

On a daily basis you are working with investment research committees and client-facing consultants with administrative and analytical functions. These include report writing, investment meeting recordkeeping, and returns and holdings-based portfolio analysis. Your responsibilities will include regular contact with investment management professionals. DeMarche performs research functions on all asset classes, such as equities, fixed income, and alternatives. Investment committees meet at least weekly, and you will be analyzing and reporting on news, data, and statistics on assigned investment funds and strategies.

Your growth over time will permit a progression of duties including managing special projects from start to finish, hands-on research in complex investment-related areas, and creating customized client presentations.

What You Must Bring to the Job

·       High level of technical proficiency with the Microsoft product suite for business: Excel (advanced skill is necessary), Word, Outlook, PowerPoint, and Access.

·       Career experience in a financial services environment is preferred.

·       Ability to master new technical skills including proprietary systems and process improvements.

·       Familiarity with Morningstar and eVestment is a plus.

·       High level of interpersonal, verbal, and written communication skills.

·       Demonstrated poise, professionalism, business sense, and diplomacy.

·       Ability to solve problems, multi-task, and manage projects and people to meet due dates.

·       Must be able to collaborate with others and work within strict timelines.

·       Willingness to learn, respect, and support industry experts with many years of experience in client consulting, board advising, investment management, and regulatory understanding.

·       Attention to detail, initiative to proofread, and reasonable speed in producing professional results.

·       Natural curiosity and inquisitiveness about capital markets.

·       Daily initiative to develop a deeper understanding of the industry and business, drive efficiencies and improvements, complete due diligence, and execute results consistent with the firm’s standards.

·       Demonstration of daily accountability and responsibility for results that are timely, professional, and accurate.

·       A college degree in finance or economics is expected but may be supplemented with directly related work experience.

Working Conditions

·       Ability to work and be productive in a cubicle working amidst colleagues.

·       Office environment with standard office equipment and technology.

·       Infrequent overnight travel may be required (air and auto).

·       Valid driver’s license is required.

·       Occasional overtime is necessary.

Opportunities for growth and advancement are available for high performers. Preference is given to candidates pursuing or interested in the pursuit of a CFA or CAIA.

About the Company

DeMarche is an independent investment consulting firm providing a wide range of advisory and discretionary services to institutional investors. We help guide investment policy, asset allocation strategies, performance benchmarking, and provide discretionary asset management for clients. We are proud of our reputation as a leading innovator for investment policy, analysis, and research. We attribute much of our success to our team of consultants and analysts.

Our clients include major corporations, endowments, foundations, healthcare systems, public pension funds, professional associations, faith-based, and academic institutions. Three things drive our culture: leveraging the skills and knowledge of our team to solve problems, a dedication to rigorous analytics for the investment market, and a commitment to do what is best for our clients.