Investment Research Analyst

Harbor Capital Advisors - Chicago, IL

Full-time

Chicago, IL

Professional, Scientific, and Technical Services

About the position

This position is an addition to the Investment Risk, Analytics & Insights Team, which is part of the broader Harbor Investments Group. The team reports directly to Harbor's Chief Investment Officer and collaborates closely with the research and portfolio management teams. The primary responsibilities of the IRAI team include utilizing both internal and external data sets to monitor the performance, risk, and positioning of all Harbor's investment strategies. The team also works in conjunction with the Investment Research Team to analyze prospective investment partners, aiming to create new Harbor investment products. Additionally, the team provides timely portfolio analyses to the portfolio management team and assists other teams at Harbor in delivering insightful and engaging content for the Distribution Team and clients. The new hire will be broadly responsible for analyzing portfolio performance, characteristics, and risk of existing Harbor investment strategies. This includes supporting due diligence on prospective investment strategies and producing analytics that will be utilized in external investment content. The role requires a strong analytical mindset and the ability to communicate insights effectively to various stakeholders. The position is hybrid, requiring in-office presence at the Chicago location twice a week, and is specifically seeking candidates based in Chicago, IL to align with this schedule.

Responsibilities

• Monitor performance, portfolio characteristics, positioning and risk of Harbor strategies
• Become proficient in developing and articulating insights using qualitative and quantitative inputs from discussions with portfolio management teams, other researchers, market data, analytical tools, and databases
• Collaborate with other Analysts and Research Directors in preparation of recurring analyses on prospective subadvisors and the underwriting of current subadvisors
• Proactively create and share insights on current portfolio positioning or changes in risk assessments
• Participate in due diligence research meetings with current and prospective sub advisers
• Proactively search for new and enhance methods for identifying, evaluating, and communicating sources of alpha from active management
• Enhance processes for measuring and reporting strategy performance, characteristics, and risk
• Prepare accurate and time sensitive analytical reports for use by Harbor's board of directors and internal investment committees
• Assist Research Directors in preparation of thematic research materials and ad hoc fund specific content to be used in webinars and client communications
• Work with compliance team to ensure performance reporting meets regulatory requirements

Requirements

• BA/BS with a preference for finance or related degree
• Experience in or strong knowledge of the asset management industry
• Curious and comfortable in exploring answers to open-ended questions
• Desire to work in a fast paced and constantly changing environment
• Team oriented with strong intra- and cross-departmental communication skills
• Ability to effectively communicate with an ability to consistently express ideas and develop engagement through various methods (PowerPoint, email, individual conversations, etc.)
• Ability to independently learn new software, query data, and generate reports
• Excellent proficiency using Excel is essential

Nice-to-haves

• Experience working with analyzing quantitative data using various tools such as FactSet and Morningstar Direct
• Knowledgeable of SQL and/or Python
• Comfortable in analyzing and communicating insights at multiple levels of detail
• Strong comfort with basic data operations
• Resourceful, responsive, self-motivated, and accurate