Manager Research

The Role

This position manages the planning and execution of investment oversight activities within Great Gray, including the investment evaluation of new collective investment trust products as well as the ongoing monitoring of Great Gray’s 600+ collective investment funds (CIFs) and over 70 sub-advisors who are engaged to assist Great Gray with its investment management responsibilities.

The Manager Research is responsible for all Investment Oversight functions, strategy, and implementation of Great Gray CIFs.

Location

The Accounting Manager role will be based in Wilmington, DE. Great Gray currently supports a hybrid work model with 4 days onsite and 1 day remote.

Responsibilities

• Maintain current knowledge of financial markets and broad variety of asset classes.
• Maintain overall external manager research evaluations and sub-advisor recommendations and decisions for all Collective Investment Funds to be presented to Fiduciary Policy Oversight Committee (FPOC). Articulate current and relevant economic, financial and market information when evaluating collective fund strategies.
• Manage and oversee the investment process for all collective funds, ensuring all monitoring and reviews are completed in a consistent and timely manner and all exceptions, corrective actions, and escalated items are appropriately addressed.
• Construct Investment Policy Statements (IPS) for sub-advised funds.
• Maintain overall responsibility for the investment integrity and operating standards of our sub-advisors. Ensure activities adhere to established investment guidelines and policies, while meeting the investment objectives of the fund.
• Attend relevant training and informational meetings maintaining market, process, and platform.
• Assist in the completion of initial and annual collective fund investment reviews as required.
• Actively participate and serve on relevant governance committees supporting Great Gray.
• Maintain a current understanding of changes in the industry including Federal, State specific, and various government regulations.
• Assess sub advisor and fund performance.
• Complete ongoing due diligence on manager research firms and new sub advisor relationships.
• Aid in all ERISA (Employee Retirement Income Security Act) fiduciary decision making from an investment management perspective.
• Participate actively in enterprise projects, initiatives, group meetings and calls.
• Serve as mentor for other Great Gray professionals.
• Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite. Design, implement, maintain, and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management.
• Promote an environment that supports diversity and reflects the Great Gray brand.
• Maintain Great Gray internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.

Qualifications & Experience

• Bachelor’s degree and a minimum of 7 years of investment-related experience
• Comprehensive industry and investment knowledge
• Experience reading, analyzing, and interpreting general business periodicals, professional journals, technical procedures and government regulations
• Proficient personal computer skills with solid knowledge of pertinent office software
• Strong verbal and written communication skills
• Strong presentation skills
• Experience developing relationships and interacting with internal and external partners
• Proven experience working effectively within a team environment

Preferred Qualifications

• MBA (Masters’ degree in Business Administration)
• CFA (Chartered Financial Analyst)

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