Permanent Full Time

The Manager, Investment Manager Research plays a critical role in the oversight and governance of funds across both the Individual (Wealth Solutions) and Group (Workplace Solutions) platforms. This role is responsible for delivering best‑in‑class quantitative performance analytics, investment risk oversight, and market insight to support executive decision‑making and ensure platform integrity.

The role supports the organization’s commitment to offering world‑class wealth platforms by helping identify, evaluate, and oversee top‑tier internal and external investment managers, while ensuring stakeholders receive timely, relevant, and insightful investment manager research (IMR).

The investment landscape is constantly evolving. This role requires a forward‑thinking mindset and a willingness to innovate—continuously adapting quantitative and qualitative evaluation approaches to ensure the organization partners with best‑in‑class investment managers and maintains competitive, resilient platforms.

• Lead the development of sophisticated performance reporting and dashboards for all platforms and funds using Power BI
• Design and deliver deep quantitative performance analytics, including attribution across factors, sectors, regions, styles, and structures
• Interpret performance drivers and trends to produce actionable investment insights
• Own and deliver executive‑level reporting packages, including:
  • Monthly and quarterly reporting deliverables
  • CLIML Board reporting
  • CL Investment Committee quarterly materials
• Translate complex analytics into clear, compelling narratives for senior leadership

• Build and lead the internal investment risk oversight framework for managed portfolio solutions
• Design and maintain a robust risk management system to identify, measure, and monitor intended and unintended risks
• Develop quantitative evaluation tools to assess internal Portfolio Managers
• Ensure managed solutions remain aligned with stated risk parameters and expectations
• Proactively identify emerging risks and escalate insights appropriately

• Serve as the quantitative subject matter expert for all managed solutions
• Lead all performance analytics for managed solutions across platforms
• Partner closely with the Qualitative Managed Solutions lead on ongoing research
• Own the synthesis, packaging, and communication of insights to executives and key stakeholders
• Ensure consistency, accuracy, and clarity in all managed solution performance reporting

• Contribute to the creation of investment research thought leadership
• Collaborate with peers to develop content addressing:
  • Current market events
  • Industry trends
  • Investment manager insights
• Support the sales and distribution process through value‑added research content

This is a highly cross‑functional role with regular interaction across the enterprise, including:

• Executive leadership and senior management
• Sales and distribution teams
• Senior Investment Manager Research professionals
• Product Development
• Marketing and Distribution partners

• Deep expertise in investment manager research and quantitative performance analytics
• Advanced analytical skills with the ability to interpret and explain complex investment data
• Strong ability to work independently while managing multiple concurrent priorities
• Proven experience using investment analytics tools, including:
  • Power BI
  • Morningstar Direct
  • eVestment Alliance
  • Other industry‑standard fund analytics software and databases
• Strong written and verbal communication skills; comfortable presenting to senior executives
• High degree of analytical curiosity and critical thinking
• Technologically savvy with a commercial and sales‑aware mindset

• 5–10 years of relevant experience in investment manager research, performance analytics, risk management, or asset management
• University degree in a related discipline (Finance, Economics, Business, Mathematics, or similar)

• MBA
• CFA
• CIPM
• CPA
• Master’s degree in economics or a related field

The base salary for this position is between $113,500 - $163,500 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

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