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Research AssociateBanco ItauUnited States
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Research Associate

Banco Itau
  • US
    United States
  • US
    United States

About

The primary role is manager selection responsibilities covering mutual funds, but can include alts. Expected to participate on portfolio construction discussions as well as day-to-day monitoring and reporting of all relevant products. Applying investment knowledge towards the manager selection role vis-a-vis a rigorous due diligence process. This can (in the future) be applicable across the three major product verticals of traditional, hedge funds (alts), and privates.
DUTIES & RESPONSIBILITIES
• Primary focus on delivering the due diligence goals of onboarding mutual funds
• Covers all regions and asset classes for traditional long-only
• Potential to expand coverage into alternatives
• Contribution to the ongoing development of analytical as well as qualitative processes relevant to the above
• Maintain general knowledge of markets, both macro (top-down market, economic, industry) and micro (fund/strategy specific)
• Must be capable of producing materials for both internal and commercial use, i.e., investment memos and analysis
• Expected to present new ideas, investment cases as well as seek out new opportunities
• Oral as well as written presentations
• Develop relationships with external partners and take ownership of those relationships
• Requires ongoing interactions to be apprised of latest updates from managers as well as broad industry
• Liaise with other business areas, i.e., risk, compliance, legal, operations, commercial (Private
  • United States

Languages

  • English
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