LSEG (London Stock Exchange Group) is more than a diversified global financial markets infrastructure and data business. We are dedicated, open-access partners with a commitment to excellence in delivering the services our customers expect from us. With extensive experience, deep knowledge and worldwide presence across financial markets, we enable businesses and economies around the world to fund innovation, manage risk and create jobs. It’s how we’ve contributed to supporting the financial stability and growth of communities and economies globally for more than 300 years.
This is a manager level role reporting to the Lipper Head of Research. The successful candidate will be encouraged to act as the subject matter expert for U.S. fund market research spanning mutual funds, closed-end funds (CEFs), exchange-traded funds (ETFs), hedge funds, domestic retirement funds, pension funds and insurance products. This individual will be responsible for the development of thought leadership content, lead all aspects of the creation and refinement of research methodologies, and maintain and expand relationships with clients, journalists, and other key stakeholders. This role requires a deep understanding of the U.S. fund market, outstanding analytical skills, and the ability to communicate complex ideas effectively.
Key Responsibilities
- Develop and deliver insightful research reports, white papers, and presentations on trends and developments in the fund market.
- Provide expert commentary and analysis for media outlets, conferences, and client engagements.
- Keep abreast of industry trends and market movements to ensure timely and relevant insights.
- Provide insight into factors that drive innovation in our products and methodologies, fuel sales, illuminate market risks, create opportunities, and affect investment decisions.
- Lead the development, improvement, and implementation of research methodologies to ensure accuracy and relevance of data.
- Collaborate with internal partners to innovate and improve data collection, analysis, and reporting processes.
- Ensure compliance with industry standards and best practices in research methodologies.
- Collaborate with clients, reporters, and partners to demonstrate solutions using fund peer group analysis and criteria such as fund size/style, risk/return statistics, fund flow reports, and fees/expense data.
- Maintain and grow relationships with key clients, providing them with actionable insights and customized research solutions.
- Function as a primary point of contact for journalists, providing timely and expert commentary on market trends and research findings.
- Represent Lipper at industry events, conferences, and client meetings, improving the company's reputation and visibility.
- Work within the company to grow and maintain employee knowledge of Lipper products and the financial industry in general.
Candidate Profile / Key Skills
Thorough understanding of the mutual fund business, including portfolio construction, pooled investment analytics, performance, fund flows and expenses, distribution channels, and major trends.
A strong background in equity and fixed income markets.
A proven foundation in technical analysis, fundamental analysis, and basic use of derivatives.
Excellent written and verbal communication skills, with the ability to convey complex ideas during client presentations, conferences, and media interviews.
Familiarity with Lipper classifications and industry applications, such as Lipper for Investment Management, Global Fund Flows, and LSEG Workspace.
Proficiency in research tools, data analysis software, and Microsoft Office Suite.
Bachelor’s degree in finance, economics, business administration, mathematics, or related field.
Advanced degree in related field and/or progress toward CFA designation or equivalent experience is helpful.
LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.
Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.
Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity.
LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.
We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
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If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.
