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MUFG Union Bank Director, Manager Research Executive in Los Angeles, California

Are you passionate about creating an exceptional client experience?

Discover your opportunity with Union Bank®, a division of the Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. At Union Bank, we have our clients’ best interest in mind and draw on more than 160 years of experience to understand their distinct needs to tailor our solutions. We’re part of 180,000 colleagues around the globe striving to be the world’s most trusted financial group, knowing that trust starts with a culture of putting people first and empowering you to achieve your potential.

Join Union Bank, where being inspired is expected and creating results is rewarded.

This is a hybrid position. There are flexible work from home options available. A member of our recruitment team will discuss the options with you in more detail.

Job Summary:

Reporting to the Managing Director, Chief Multi-Asset Strategist for HighMark Capital Management, the position has the primary responsibility for spearheading the firm’s third-party investment manager research activities. As a generalist, this role covers all asset classes and alternative investment strategies available through mutual funds, ETFs, separate accounts and private alternative investment funds. The Manager Research Executive will own and execute the process for maintaining the firm’s approved list of best-in-class investment managers. Additional responsibilities include providing timely market commentary, portfolio construction guidance and manager performance updates to portfolio managers and clients.

Major Responsibilities:

Investment Manager Research 60% - Conduct ongoing comprehensive qualitative and quantitative due diligence on active managers in all asset classes and alternative investment strategies. Prepare and present written recommendations for additions to / removals from the firm’s approved list to the Manager Review Group. Oversee adherence to the firm’s manager research process and implement process enhancements as warranted. Provide timely manager performance attribution and positioning updates to portfolio managers and clients. Prepare periodic and ad hoc analysis on manager performance relative to peers and market benchmarks.

Asset Allocation and Portfolio Construction 15% - Contribute capital market insights to the Asset Allocation Committee, primarily focused on alternative asset classes and strategies; including potential portfolio implementation options and macroeconomic perspectives. Assist with model and bespoke portfolio construction.

Topical Research 15% - Develop and present topical investment research for internal and external consumption. Monitor and report on asset management industry trends.

Risk Management - 10% - Responsible for knowledge of and sensitivity to the current regulatory environment. Adheres to the Bank's Risk Vision, and risk management policies and programs; recognizes and proactively addresses risk (including but not limited to those associated with Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending, fiduciary responsibilities and privacy); identifies and appropriately manages risks.


  • 10+ years of qualitative and quantitative manager research experience across multiple asset classes and styles, including equity, fixed income and alternatives.

  • Within a collaborative team environment and under tight deadlines, maintain attention to detail, stay organized and deliver insightful opinions.

  • Possess a robust understanding of asset allocation and portfolio construction concepts.

  • Prior experience with Morningstar Direct, Bloomberg, eVestment and Wilshire Compass a plus.

  • Possess strong writing, presentation and project management skills.

  • A master's degree and / or CFA is preferred.

We are committed to leveraging the diverse backgrounds, perspectives and experiences of our workforce to create opportunities for our people and our business.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity/Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law.

Some MUFG roles require that individuals be fully vaccinated against COVID-19, subject to exemptions for medical or religious reasons, as well as any other reason required by applicable law or order. Should you be selected for an interview, your recruiter will provide additional information.