Senior Analyst

About Syntrinsic

Syntrinsic provides investment advice and strategic consulting to foundations, endowments, nonprofit organizations, and select private investors. The firm was established in 2008 after eight years at a Wall Street firm to co-create a sustainable and generative world that empowers all people. In 2023, Syntrinsic became a wholly owned subsidiary of IMA Financial Group. Syntrinsic is based in Denver, Colorado; its clientele is located around the country.

Required Qualities

This position requires a candidate with an entrepreneurial spirit who excels in a highly collaborative and innovative work environment. Candidates with a demonstrated interest in continued personal and professional growth would best fit the firm’s culture. Specifically, a strong candidate demonstrates Syntrinsic’s Core Values below:

• Empower all people
• Serve with intensity
• Prove ourselves to be dependable
• Take initiative
• Innovate
  
  

Responsibilities

The Senior Research Analyst is a critical part of the firm’s research group, reporting directly to the firm’s Head of Research.

The role’s responsibilities are varied and include at least the following:

• Run point on investment manager due diligence, assessing investment managers and strategies currently used by clients as well as those that might be used in the future
• Support the firm’s long-term capital markets forecasting process, near-term views, and topical research
• Build relationships within the industry to help identify managers worthy of consideration in our portfolio development process
• Support the consulting team and clients by conducting one-off research and analysis in response to client requests and/or needs
• Prepare for, help facilitate, and actively participate in the Syntrinsic Investment Committee decision-making process
• Develop materials for and participate in client meetings, client events, prospective client meetings, panel discussions, conferences, and other educational opportunities
• Collaborate with colleagues across the firm to meet firm and client needs
  
  

Qualifications

• 7-10 years of relevant work experience, or an equivalent combination of education and experience
• Experience in manager research, with a comprehensive understanding of the investment manager due diligence process
• Experience and interest in monitoring and analyzing the capital markets, and researching and authoring thought pieces on investing and capital markets
• While not a requirement, familiarity with investing through a values lens (e.g., environmental social and governance integration, faith-based investing, thematic impact investing, etc.) is beneficial
• Ability to work effectively with economic data
• Attention to detail
• Good organizational skills
• Strong written and oral presentation skills, including experience presenting investment ideas to an investment committee or similar body
• Ability to work laterally across the organization to benefit clients
• Ability to work independently and with minimal supervision
• Knowledge of research tools including Bloomberg, Morningstar, MSCI, Pitchbook, as well as software tools such as Microsoft Word and Excel.
  
  

Compensation And Benefits

Compensation and benefits will depend on several factors including previous experience. Benefits include medical, dental, and vision benefits, as well as a 401(k) match. Syntrinsic is committed to a healthy work-life balance and allows for significant personal time. This position includes the potential for advancement within the firm, dependent on employee performance and the overall needs of the firm. The position also includes opportunities to become an IMA Financial Group shareholder, per the terms of IMA’s stock ownership process.

Salary Range

$116,000—$160,150 USD

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine’s Best Workplaces
• 2023 Denver Business Journal’s Best Places to Work
• 2022-2023 Connecticut Top Work Places
• 2021-2023 Inc. 5000’s List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal’s Best Places to Work
• 2021-2023 Charlotte Business Journal’s Best Places to Work
• 2021-2023 Los Angeles Business Journal’s Best Places to Work
• 2021-2023 The Salt Lake City Tribune Top Work Places
• 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
• 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
• 2021 Dallas Business Journal’s Best Places to Work
• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
  
  

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.