JOB PURPOSE
Conduct data research and analysis to support a variety of JDL benchmarking and analytical reports. Generate robust, wide-ranging analytical spreadsheets aggregated from various industry data sources and perform creative analysis to support JDL research and reports. Develop graphical insights and written presentations to communicate findings of analysis. Support JDL client studies and initiatives through innovative analysis and thought leadership.
KEY RESPONSIBILITIES
Gather data from industry fund filings, surveys, interviews, databases, and industry publications
Ensure the accuracy, completeness, and relevance of collected data
Build analysis on mutual funds, complexes, industry segments, or the entire industry. Develop analysis to explain outlier fund behavior
Ensure the integrity and reliability of JDL research methodologies, approaches, and databases
Assemble and maintain analysis data sets in Excel and/or proprietary databases
Implement creative and in-depth analytical methods on data to explain trends, develop benchmarks, and understand business fundamentals
Support JDL studies and client reviews through analysis development, chart/table creation, presentation writing, and report editing and review
Provide support for marketing initiatives and analysis
Collaborate with key client contacts on mutual fund boards, at mutual fund advisers, and/or at third party service providers to understand core project elements and data sources