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Research Assistant

4 months ago

Washington, United States Investment Company Institute Full time
As the leading global association of mutual funds, ETFs, and other regulated funds, the mission of the Investment Company Institute (ICI) is to strengthen the foundation of the asset management industry for the ultimate benefit of the long-term investor.

We currently have a Research Assistant position available in our Statistical Research department.

This is an excellent entry-level opportunity for an individual who has an interest in economics or finance as this person is responsible for the collection and verification of fund information from investment companies.

Essential functions of this role include:
  • Maintain database in the Research Department that stores industry's funds and their corresponding characteristics.
  • Read and review fund prospectuses to determine how fund should be categorized according to ICI guidelines.
  • Work with contacts at mutual fund companies to collect fund information on a timely basis.
  • Process ICI's annual verification report, research discrepancies, and communicate with contacts in order to resolve fund issues noted in the report.
  • Meet regular deadlines, including those for processing fund information or data, quality checks, and researching anomalies.
  • Organize and manipulate data files using Excel.
  • Load files into the database and perform data entry as necessary.
  • Review and analyze industry statistics, which involves identifying discrepancies.
  • Research discrepancies and communicate with contacts in order to resolve data issues.
  • Assist on a variety of projects by calling for data, responding to telephone requests and other duties as assigned.

If you have the following credentials, we encourage you to apply:
  • Undergraduate degree in finance/accounting, business, economics or related field.
  • Attention to detail and accuracy.
  • Good organizational and analytical skills.
  • Demonstrated ability to follow through and resolve issues.
  • Ability to multitask and meet rigid deadlines.
  • Excellent communication skills needed to develop and maintain cooperative working relationships with member contacts and departmental staff.
  • Demonstrated ability to use computer programs and to work accurately with statistics.
  • Experience working with datasets in Excel, Access, SAS or similar software preferred.

ICI offers competitive pay, excellent benefits to include a comprehensive medical plan, generous 401(k) retirement savings plan, paid leave, commuting subsidies, tuition reimbursement, and a hybrid work schedule of three days in the office and two days at home. Based in Washington, DC, ICI is conveniently located next to McPherson Square Metro station. To learn more about ICI, visit www.ici.org.

To be considered for the position, please provide your cover letter, resume, and transcript.

ICI is an Equal Opportunity Employer that values diversity in the workplace.