Seeking the extraordinaryTM! We invite you to explore career opportunities
at The Colony Group, where we seek the extraordinary in all that we do.
With
roots going back to 1986, The Colony Group is driven by one overarching vision:
to be the leading financial advisory company in the world for clients and team
members who seek meaning and joy in their lives. In our highly collaborative
culture, a focus on purpose, connection, lifelong learning, diversity and
inclusion, sustainability, and leadership development is core to our collective
success. We strive to attract, develop, and engage the best talent in the
industry to provide top investment, wealth and business management, tax, and
other financial advisory services to high-net-worth and ultra-high-net-worth
private and institutional clients. Across our hybrid working environment, we
put our people first and focus on developing exciting career paths,
prioritizing the physical and mental wellness of our people and offering a
culture where the needs of our employees and clients come first. We are united
by our commitment to teamwork, collaboration, doing meaningful work, and having
fun together, as well as fostering an environment where each person can thrive
as part of a broader community.
Join
The Colony Group in making your everyday extraordinary!
The Colony Group seeks a motivated
and qualified individual for the position of Director, Research Analyst. The
individual selected for this opportunity will be distinguished in academic
achievement and have the highest ethical and professional standards of
excellence.
Primary responsibilities for
this position include:
- Source
and perform due diligence on investment managers across private and public
asset classes.
- Research emerging
areas of investment opportunity as well as initiatives that will inform
our investment thinking and client communications.
- Construct formal
qualitative and quantitative manager analysis reports.
- Compile, calculate and analyze data from various
sources.
- Maintain a proprietary
database of investment managers and strategies.
- Effectively
communicate one’s analysis to the team verbally and in writing.
- Prepare materials
to support education and marketing efforts.
Qualifications:
- A
bachelor’s degree is required, in addition a CFA and/or MBA is a plus.
- At
least 5 + years of relevant manager research experience.
- Experience
sourcing and utilizing a network of diverse managers is a plus.
- Commitment,
energy, enthusiasm, and a passion for investments.
- Knowledge of qualitative
and quantitative investment concepts.
- Strong
communication skills, both verbal & written.
- Exceptional
organizational skills and attention to detail.
- High proficiency
in Microsoft Office suite; experience/expertise in coding is a plus.
- Ability to
contribute to a collegial, supportive, and respectful atmosphere.
*Exempt
*225-275k
TCG made Investment News' highly selective list of the top 75 places to work for financial advisors: Best Places to Work | An InvestmentNews professional award (bestplacesforadvisers.com)!
