Target Date Funds Research Analyst-Investment Manager Due Diligence

Middlesex, NJ

Posted: 03/14/2019 Industry: Employee Benefits & Retirement Services Job Number: 2.20 1 KEF Pay Rate: $80,000 - $110,000

Investment Manager Research Analyst - TARGET DATE FUNDS


  • This position will cover Target Date Funds and Managed Accounts (multi-asset class portfolios).
  • Maintain coverage of assigned investment managers, including meetings and calls with portfolio managers and investment organizations, as well as use of databases to analyze quantitative and portfolio data.
  • Produce written research papers pertaining to investment trends and manager analysis.
  • Regularly collaborate with internal staff.
  • Strong attention to detail (IMPORTANT!).
  • Ability to catch errors and meet deadlines. 
  • Strong Excel skills.

Target Date Funds


Investment Manager Research Analyst - TARGET DATE FUNDS

  • Bachelor Degree with 5+ years relevant work experience with Target Date Funds and multi-asset class portfolios
  • Strongly prefer experience with Defined Contribution plans
  • MUST be proficient with Microsoft Office Suite (especially Excel), and Morningstar Direct
  • MUST have exceptional communication skills (verbal and written)
  • Ability to travel up to 25%
  • Ability to acclimate quickly to an entrepreneurial, team-oriented environment.
  • Resume must accompany application.


Seeking a smart, focused, personable, goal-oriented individual to fit into this flexible, family friendly company culture.  A team player that is passionate, collaborative, respectful and highly ethical. A client-centric individual that is also a great communicator. 


Kristine Fornek
Executive Recruiter / Market Specialist

SPECIALTIES:  All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.

EXPERIENCE:  My area of specialty includes: Defined Benefits, Defined Contributions, Non-Qualified, Actuarial, Taft-Hartley, Investments, Insurance, Trust and Health & Welfare and Annuity.

The levels of candidates that I place include Recordkeepers, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-level positions.  We also place Investment professionals, Financial Advisors & Brokers.

I’M IN THIS BUSINESS BECAUSE:  There’s no better feeling than helping someone realize their goals by assisting them in advancing their career.  I love making that connection!  My goal is to consistently build long lasting relationships with both my clients and my applicants.

CLIENTS CAN COUNT ON ME BECAUSE:  I pride myself on the quality of my work and I truly CARE about their needs.  The better I know them, the better my understanding is as to who would fit their needs.

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