Investment Analyst – Product Management

Job Description

This is junior level position providing analytics support to Product Management and client facing teams and includes; fulfilling day to day analytics and attribution requests from clients, creation/maintenance of standard reports on Research Affiliates’ investment strategies, and creation of presentation material. This role will be within the Product Management group but will work closely with both the client facing and Product Research teams.

Roles & Responsibilities

  • Create charts and graphs for use in client service and prospect presentations.
  • Update presentation material and standard performance and characteristic reports for Research Affiliates’ investment strategies.
  • Conduct analysis on RAFI performance and peer comparisons.
  • Generate performance attributions and other ad hoc analytics using FactSet.
  • Provide analytics support to product managers.

Education & Experience

  • Proficiency with Microsoft Excel and PowerPoint required.
  • Degree in Business/Economics, or Mathematics/Statistics/Engineering preferred.
  • Attention to detail and strong communication skills necessary.
  • Knowledge of capital markets and investment concepts required.
  • 1-5 years of investment industry experience.
  • Interest in pursuing a CFA, MFE, MBA or equivalent.

For inquiries, please email:

General Inquiries
Please send cover letter and resume to Human Capital via email at or fax 949-325-8927 or mail to:

Human Capital
Research Affiliates
620 Newport Center Drive, Ste. 900
Newport Beach, CA 92660