Manager - Fundamental Research Group Manager

The Fundamental Research Group (FRG) is a global team of Equity and Fixed Income Research Associates who deliver high-quality, impactful research support and insights to the Investment Group.

Our team of FRG Research Associates, Analysts, and Specialists work with Investment Group stakeholders and peers within the FRG to deliver research, financial models, data, and analysis on companies and industries that inform investment decisions. They are responsible for projects and tasks of increasing complexity, seeking guidance from stakeholders as appropriate. FRG Associates are highly motivated and self-directed, interested in professional development, attending training sessions, and enhancing their financial and technical skills. They actively develop and apply data techniques to improve research processes and deliver insights more effectively.

As an FRG Manager, you will build strong relationships within your team of direct reports and investment professionals. You will set the tone through recruiting top talent, engaging with motivated research associates, and driving the business with a focus on the regional team. You will provide coaching, development, and foster an inclusive environment for associates to succeed. You will help associates evolve their skills with a focus on data and technology, contributing to department goals and strategic priorities aligned with CG's long-term strategy.

Workflow management

1. Plan, prioritize, and delegate research workflow and responsibilities, considering regional and global needs.

2. Communicate with global peers to ensure effective workflow, review processes and work quality to identify risks, and align best practices with current business needs.

3. Manage regional research requests daily, facilitate meetings, ensure workflow tracking is up-to-date, monitor output quality, suggest improvements, meet deadlines, and resolve workflow bottlenecks.

4. Provide input on team capabilities to support the Investment Group and identify long-term capabilities to meet department vision.

Building and Managing Relationships

1. Create an inclusive, engaging team environment focused on development and high-quality research.

2. Enhance team communication and collaboration through various mediums. Reinforce key messages from the broader organization specific to the FRG.

3. Build regional relationships with investment analysts, portfolio managers, and other stakeholders.

4. Represent the local team in daily operations, facilitate morning meetings, and act as the first contact for new requests or concerns.

Learning and Development

1. Partner with local associates to set meaningful objectives aligned with their strengths, growth areas, interests, and career aspirations, supporting long-term strategy.

2. Provide feedback, coaching, development, and performance management, including stakeholder feedback.

3. Support associates' growth in their roles and careers.

4. Partner with Talent Acquisition to lead regional recruiting and succession planning.

• Proven track record in managing and developing a team of direct reports.

• Experience in fundamental investment research as a research associate or investment analyst.

• Effective planning and management skills for team work.

• Sound judgment in resolving complex matters.

• Intellectual curiosity, quantitative and analytical skills in high-complexity, ambiguous, and diverse areas.

• Strong passion for applying data and technology to strengthen The Capital System.

• Ability to communicate strategically and proactively with stakeholders.

In addition to a competitive salary, you will be eligible for an annual performance bonus, Capital's profitability bonus, and a retirement plan with a 15% contribution.

You can learn more about our compensation and benefits here .

Temporary positions in Canada and the US are excluded from these plans.

We are an equal opportunity employer, complying with all laws prohibiting discrimination in employment, including race, religion, gender, age, disability, sexual orientation, and others.