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Research Assistant

Research | Rochester, NY | Full-Time

Manning & Napier is headquartered in Fairport, NY with additional offices in St. Petersburg, FL and Columbus, OH. Founded in 1970, we provide a broad range of investment solutions, as well as a variety of consultative services that complement our investment process. We serve a diversified client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, Taft-Hartley plans, endowments and foundations. For many of these clients, the relationship goes beyond investment management, and includes customized solutions that address key issues and solve client-specific problems. We are currently recruiting for an individual to join our Research Team.


The Research Assistant will work closely with a team of Analysts to provide analytical coverage of the firm’s Sector Teams. The Assistant will conduct company-and-industry specific research and analysis assisting Analysts in recommending equities in client’s accounts and the firm’s in-house funds.


  • Provide strategic, industry, company-specific and macro-economic analysis for investment ideas
  • Working with other associates to create financial models including projections and valuation analyses as the basis for making investment recommendations
  • Preparing written research reports (including industry overviews, income statements, cash flow statements and balance sheets)
  • Research, collect, and analyze pertinent information from various sources, including online sources, newspapers, reference works, databases, etc.
  • Summarize, organize and present research results and recommendations to Senior Analysts


  • Bachelor’s degree with a concentration in finance, economics or related field with a strong record of academic achievement
  • Experience participating in an investment club a plus
  • Strong quantitative and qualitative analytical skills
  • Excellent knowledge of finance and accounting
  • Outstanding interpersonal and written communication skills
  • Highly motivated, committed and responsible, with a demonstrated ability to work both independently and as part of a team
  • Proficiency with Microsoft Excel and Word software programs
  • Progress towards a CFA a plus

Applicants for employment must possess work authorization that does not require sponsorship by the employer for a visa.

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