Financial Research Jobs in Texas (NOW HIRING)

Research & Information Services Manager

Location: Downtown Houston, TX
Schedule: Full-Time | In Office
Compensation: Competitive Salary + Exceptional Benefits

Opportunity

A highly respected and established financial services organization is seeking an experienced Research & Information Services Manager to lead its research and information services function.

This is a highly visible leadership opportunity for an organized, polished, and intellectually curious professional with experience supporting investment professionals and managing sophisticated research, market data, and information resources.

The Research & Information Services Manager will oversee a small team and serve as a key resource for investment professionals, senior leadership, vendors, and internal business partners. This individual will be responsible for ensuring that critical research, market data, subscriptions, and information resources are well-managed, appropriately controlled, and readily available to support the investment process.

This position is ideal for someone who enjoys operating in a professional, detail-oriented environment and is comfortable working with highly educated investment professionals and senior leadership.

The role is open due to a long-term employee retirement, creating an excellent opportunity to step into a well-established and highly respected organization.

Why Consider This Opportunity?

In addition to working in a professional and sophisticated financial services environment, this organization is known for offering an exceptional benefits package, including retirement benefits that are among the strongest available.

The organization also values work-life balance. Employees typically work approximately 37.5 hours per week, providing an excellent opportunity to build a long-term career without the demanding hours often associated with financial services.

Key Responsibilities

• Lead, mentor, and manage a team of two Research & Information Services professionals.
• Establish clear responsibilities, priorities, workflows, and performance expectations for the department.
• Manage daily operations, recurring responsibilities, and special projects while ensuring appropriate workload distribution and coverage.
• Develop procedures, documentation, succession planning, and knowledge-transfer processes to reduce key-person dependencies.
• Serve as the central resource for research subscriptions, financial information services, market data, and related licenses.
• Manage market data feeds, research platforms, vendor relationships, subscriptions, renewals, service changes, cancellations, and licensing requirements.
• Evaluate research and information services to identify opportunities for improved efficiency, consolidation, and cost management while maintaining the resources required by investment professionals.
• Coordinate onboarding and access to research platforms and information resources for new investment professionals.
• Partner with external research providers, brokers, market data vendors, and other service providers.
• Coordinate training and support for investment professionals and other internal users of research and information platforms.
• Receive, organize, retain, and distribute external investment and broker research to appropriate internal professionals.
• Ensure research communications and external investment information are appropriately organized, distributed, and retained.
• Manage and track designated internal investment research materials and related documentation.
• Prepare periodic reporting regarding research activity, resources, vendors, and related services.
• Oversee the preparation, organization, formatting, and tracking of internal earnings research and company research materials.
• Partner closely with Investment Management, Information Technology, Finance, Operations, Compliance, and other internal stakeholders.
• Provide a high level of service to investment professionals and senior management while maintaining strong organization, discretion, and attention to detail.

Qualifications

The ideal candidate will bring a combination of financial services experience, research and information management expertise, strong leadership ability, and exceptional organizational skills.

Required Qualifications

• Experience in investment management, financial research, information services, market data, vendor management, or a closely related financial services environment.
• Experience supporting investment professionals, research teams, portfolio managers, analysts, traders, or other sophisticated financial services professionals.
• Previous leadership or management experience, including the ability to prioritize work and manage a small team.
• Strong experience managing research platforms, subscriptions, financial information services, market data, and/or vendor relationships.
• Excellent organizational and project management skills with exceptional attention to detail.
• Outstanding verbal and written communication skills.
• Strong stakeholder management skills and the ability to communicate professionally with senior management and highly sophisticated internal clients.
• Strong analytical and problem-solving abilities.
• Ability to manage multiple priorities while maintaining accuracy and attention to detail.
• Experience working with SharePoint or similar information management platforms in a controlled environment.
• Understanding of information organization, research taxonomy, or ontology within a financial research environment.
• Experience with financial research and market data platforms such as AlphaSense, FactSet, and/or Bloomberg.
• High level of professionalism, discretion, and accountability.

Preferred Qualifications

• Bachelor's degree in Business, Finance, Information Science, Library Science, or a related field.
• Experience with Power BI or other reporting and analytics tools.
• Knowledge of cloud-based information and technology environments.
• Previous experience within an investment management, wealth management, asset management, private equity, family office, or similar financial services organization.

What Success Looks Like

The successful Research & Information Services Manager will:

• Lead a highly organized and effective Research & Information Services team.
• Ensure investment professionals have efficient access to the research and information resources they need.
• Improve workflows and information management processes where appropriate.
• Help modernize and optimize research tools and platforms.
• Develop strong relationships with internal stakeholders and external vendors.
• Identify opportunities to consolidate and improve research services while supporting the needs of the investment organization.
• Create a well-structured, dependable function that allows investment professionals to focus more of their time on value-added research and investment activities.

Additional Requirements

• This is a full-time, in-office position located in Downtown Houston.
• Candidates must currently reside in the Greater Houston area.
• The organization is unable to provide sponsorship now or in the future.

This is an outstanding opportunity for an experienced research and information management professional seeking a long-term position with a sophisticated financial services organization, exceptional benefits, strong retirement contributions, and an excellent work-life balance.