Manager Research Analyst

Job Description

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.

The Manager Research Analyst reports to the Director of Alternative Investments and Manager Research and may functionally report to Director of Advisory Services. The Analyst will be responsible for conducting comprehensive portfolio due diligence, evaluating investment opportunities, and monitoring market trends. This role requires attention to details and analytical independent judgement and decision. The incumbent will have communication with senior investment personnel internally and third-party investment managers. In addition, the incumbent will work with the Director of Alternative Investment and Manager Research and Senior Research Analyst.

Job Responsibilities:

• Portfolio due diligence, reviewing offering documents, due diligence calls, and interfacing with internal and external investment personnel. 
• Meet with prospective fund managers of strategies not currently employed. 
• Conduct reviews of investment opportunities and market trends. 
• Perform portfolio reviews with currently hired managers. 
• Assigned additional duties as deemed necessary by the Director of Manager Research or Senior Research Analyst. 
• Reporting and analysis of current portfolio, including preparation and compiling ad-hoc reports. 
• Support the Investment Committee and Working Groups with documentation, reporting, and recordkeeping. 
• Partner with Client Service and Operations teams to ensure that key subscription and suitability documents and funding commitments are managed efficiently and in a timely manner. 
• Independently analyze investment data from managers to determine compliance with system policies, CFA Institute standards, state and federal laws, and manager investment guidelines. 
• Partner with Compliance and Risk to ensure data integrity, operational controls, and adherence to firm-wide governance standards.  

Minimum Qualifications: 

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.   
• 1-3 years of experience in the investment industry. 
• Interest in investments and capital markets. 
• Must have an advanced level in Microsoft Office suite, including analyzing data and using formulas in Excel, drafting documents in Word, and creating PowerPoint presentations. 
• Progress towards CFA designation is preferred. 
• Familiarity with Bloomberg, Morningstar and FactSet is a plus. 
• Ability to manage competing priorities in a dynamic, fast-paced environment. 
• High attention to detail and commitment to accuracy, integrity, and process excellence. 
• Must be collaborative and solutions-driven with the ability to work effectively across functions. 
• Must have excellent verbal and written communication and interpersonal skills, with the presence to engage with senior leadership and external partners. 
• Must have a high level of initiative, adaptable and proactive in a dynamic, fast-paced environment.

Salary Range:

Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [email protected].

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.