Careers

Wurts & Associates is an independent, institutional investment consulting firm. Since 1986 we have been working closely with our clients and their other professionals to add value to their investment portfolios by providing research driven investment solutions that address their specific needs. We are looking for a talented professional who embodies our firm values of diligence, professionalism, expertise, client service, and collaboration.

We offer a competitive benefits package including medical, dental, life, disability, and vision insurance; 401(k) program with a company match; profit sharing; section 125 cafeteria plan; CFA and CAIA sponsorship; 8 paid holidays; and 15 days of paid time off the first year of employment.

Current openings:

1. Research Associate

Research Associate

Wurts & Associates is in search of a technically experienced, intellectually curious and self-motivated team member with an extensive network of manager contacts to help expand the depth and knowledge of the Research team.

Duties Include:

1. Be responsible for manager search, due diligence, relationship building and selection in several traditional asset classes, as well as limited exposure to alternative strategies, including preparing client-ready presentation materials.
2. Engage in thought-provoking manager search, due diligence and selection research that is above and beyond current industry practices. Proactively seek new and more predictive models for incorporating active managers into clients' asset allocations.
3. Continuously incorporate firm's top-down capital markets and macroeconomic research into manager search and selection and ongoing due diligence responsibilities; comparatively present qualified managers for discussion amongst the other manager research professionals to foster selection of best-in-class managers for client portfolios.
4. Serve as representative of the firm through meeting with investment managers, speaking at industry conferences, and developing trusted relationships with high quality managers.
5. Attend client meetings as necessary in support of consultants through synthesis and communication of manager research findings to clientele.
6. Mentor junior staff members and integrate them into research efforts.

Experience / Requirements:

1. CFA charter holder required
2. Ten or more years of research experience in manager research, external portfolio manager programs and/or institutional consulting
3. Bachelor's degree in finance, economics or other closely-related field
4. MBA preferred and CAIA desirable
5. In-depth knowledge of asset managers and extensive network of industry contacts
6. Proven track record overseeing a broad range of asset classes; expert in several asset classes preferred
7. Excellent written, verbal and presentation skills required
8. Computer proficiency with Windows, MS Word, MS Excel and web-based applications. Bloomberg, Morningstar, and Evestment Alliance experience preferred.

Skills:

1. Self sufficient
2. Time Management / Prioritization / Effective use of resources
3. Creative, articulate and intellectually curious
4. Ability to compose, edit, and present ideas and information concisely, and clearly with content and style appropriate for the audience with minimal oversight
5. Ability to exercise judgment and formulate opinions
6. Ability to apply and understand quantitative methods, statistics and techniques

Attributes:

1. Analytic ability
2. Motivated
3. Willingness to take initiative
4. Ability and desire to mentor
5. Confident
6. Insightful / Perceptive / Observant / Objective
7. Academically oriented
8. Passionate about investments.

Please submit a one-page writing sample based on one of the following:

1. Juxtapose the defining characteristics of two large cap growth managers and recommend one over the other with two or three specific reasons.
2. Recommend whether a hypothetical client portfolio should reduce domestic equity exposure from a specific manager you know in favor of a generalized (or specific) long/short equity manager; defend that position.
3. Discuss your general impression of small cap (value or growth) managers' performance compared to small cap core strategies; cite at least one manager as an example.

Please send your resume and salary requirements to jobs@wurts.com. No phone calls or recruiter contact, please.

Wurts & Associates is an Equal Opportunity Employer.