Research jobs in United States

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide. Your career with us should reflect your energy and passion.

Extensive use of computer science skills, computer programming skills and data science skills to conduct various projects in quantitative modelling as well as financial modelling. Tasks will primarily involve the automation of investment decision making signals as well as the automation of client investment reports that cover economic research, capital markets research, industry trends research, competitor analysis, manager research, portfolio construction, portfolio performance attribution, portfolio performance monitoring, and asset allocation. Tasks will also extend to the gradual building of investment process related databases that will position the employer for real-time, online integration with all of its internal clients as well as external clients. Additionally, it will involve an automated integration of all data vendors that feed into the investment team’s investment decision making processes, as well as investments reporting processes.

• Macroeconomic research.
• Macro regime research / business cycle research.
• Asset class valuations research.
• Investment styles research.
• Geographical fundamentals / Regional fundamentals research.
• Currency markets research.
• Portfolio construction research.
• Portfolio performance attributions research.
• Manager Research.
• Asset Allocation monitoring.
• Industry trends research.
• Competitor analysis research.
• Process automation research.

The key role here is to support the fundamental risk‑management-process across AIC-SA’s 7 Pillars of Investment Decision Making.

• Global macroeconomics risks.
• Global macro-regime / business cycle risks.
• Global asset‑class valuations risks.
• Global currency risks.
• Global investment styles risks.
• Global geographical / regional risks.
• Global manager selection risks (Active Managers & Rules Based Managers).

• Client relationship management.
• Member of AIC-SA-Client investment committees and collaborating with clients to profitably combine AIC-SA’s key fundamental risks as noted above.
• Playing a key role in communicating AIC-SA’s key investment strategy thoughts to clients, but in a manner that is highly customised to their specific and varied needs.
• Ability to translate on‑going client queries, concerns, requests etc. into clear feedback to CIO and Investment Team at large.
• Contribution to the preparation of and continual development of client quarterly reports.
• Contribution to the preparation of, and continual development of more frequent client reporting obligations – typically monthly.
• Client presentations, within the boundaries of specified investment mandates.
• Client investment and non‑investment queries within the boundaries of specified investment mandates.
• Client ad‑hoc support, within the boundaries of specified investment mandates.
• Investment decision making support functions.
• Full ownership of high‑frequency administration tasks e.g. setting up and maintaining a broad array of spreadsheets which support the investment‑decision‑making‑function, setting up and maintaining a broad array of investment feedback reports, setting up and maintaining a broad array of presentations etc.
• Actively contributing to the setting up and development of processes which make high‑frequency roles more efficient, highly repeatable, etc.
• Support Clients in their own business development initiatives from time to time.
• Support Clients in their own client relationship initiatives from time to time.

• Managing Director Support: Actively supporting the MD in the day‑to‑day operational activities that support the AIC-SA Investments Decision Making Framework.
• Managing Director Support: Actively supporting the MD in the day‑to‑day operational activities that support the AIC-SA Business Strategy Framework.
• CIO Support: Actively supporting the CIO in the day‑to‑day operational activities that support the AIC-SA Investments Decision Making Framework.
• Senior Portfolio Manager Support: Actively supporting Senior Portfolio Managers in the day‑to‑day operational activities that support the AIC-SA Investments Decision Making Framework.
• Business Development Support: Actively supporting the Business Development team in the day‑to‑day operational activities that respond to client requests and queries.

• Ongoing contributions to the divisions’ business development efforts – building of presentations and marketing brochures, improving existing presentations and marketing brochures, maintaining existing presentations and marketing brochures.
• Actively contribute to the production of content that communicates and showcases AIC-SA’s intellectual property and research across a diversified range of Brand Building / Marketing Platforms.
• Sales / Business Development Team support.
• Marketing team support.

• Admin support.
• Above‑average Ms. Power Point, Ms. Excel and Ms. Word skills.
• Strong quantitative analysis skills.
• Strong financial modelling skills.
• Strong understanding and execution of computer programming languages, in particular: strong proficiency in Python, R and SQL.
• Strong process automation skills.
• Strong communication skills – verbal and written. English writing skills.
• Strong presentation building skills.
• Strong knowledge of a wide range of investment systems: e.g. Bloomberg, FactSet, IRes, Money Mate, MorningStar.
• Strong interpersonal skills.
• Professional conduct.
• Progressive attitude and aptitude.
• Progressive maturity.
• Some exposure to Manager Research an added advantage.
• Some exposure to Data Mining, Data Solutions, Data Management is an added advantage.
• Strong attention to detail.

• Most preferred: B.Sc. Mathematics; B.Sc. Statistics; B.Sc. Actuarial Science; B.Sc. Data Science; B.Sc. Computer Science.
• B.Sc. Engineering.
• B.Bus.Science.
• Professional qualification or studying towards one e.g. CFA.
• Some quant skills, financial modelling skills, computer programming skills an added advantage.
• Some data mining skills, data solutions management skills is an added advantage.
• Some communication skills, presentation skills, article writing skills an added advantage.

• Computer programming – critical requirement.
• Financial modelling – critical requirement.
• Process automation – critical requirement.
• Data mining – critical requirement.
• Data science – critical requirement.
• Article writing, writing course, presentation course – will be beneficial.
• Experience of the CIS or asset management or Wealth Management industry will be beneficial.
• Experience of LISP platforms will be beneficial.
• At least 3 years’ work experience in multi‑management or similar environment will be beneficial.

• Global macroeconomics knowledge.
• Global business cycle knowledge.
• Understanding of fundamental investment principles – risk, fundamental valuations, mean reversion, e.t.c.
• Understanding of financial services industry.
• Technical knowledge.
• Systems knowledge.
• Process automation.
• Data mining.
• Data management.
• Programming knowledge.
• Financial modeling knowledge.
• Knowledge around LISPS – Linked Investment Services providers.

• Team player, team builder, motivator.
• Keen interest in the profitable employment of technology into traditional investment processes.
• Innovative mindset with keen interest in setting up highly efficient work processes.
• Mature and positive attitude.
• Professionalism and integrity.
• Willingness and commitment to work long hours.
• Willingness and commitment to travelling, both locally and offshore.
• Dynamic and high‑driven individual with big aspirations around their career growth pattern.
• Self‑starter, serious go‑getter, self‑motivated, highly proactive, detail focused, decision making abilities, building relationships, broad analytical skills, insight generation from a broad information web, out of the box thinking skills, confident, ability to multi‑task, willingness to constructively question and challenge the norm.

• A genuinely unique opportunity to be part of an expanding large global business.
• Competitive remuneration commensurate with skills and experience.
• Training and development opportunities.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.