Equanime - Research Coordinator

BWGI, the wholly owned asset manager of Brasil Warrant, has formed the Equity Multi-Strategy Platform as an additional investment vertical. The Equity Multi-Strategy Platform expects to hire portfolio managers across fundamental, systematic, flow-based and event-driven equity alpha strategies. Brasil Warrant has been in existence for over 100 years, managing, operating and acting as a controlling shareholder of businesses across various industries, including financial services. BWGI provides the infrastructure, processes and capital of a large-scale institutional asset manager while, at the same time, offering duration, permanence and a long-term investment horizon.

• →Broker Relationship Management: Serve as a central point of contact for broker communications research access, commission management, and corporate access.
• →Onboarding & Due Diligence: Coordinate onboarding of new brokers and maintain documentation. Work with compliance, technology, risk and operations.
• →Commission Oversight: Assist the trading desk in tracking trading volumes and commission metrics by broker and strategy; support the trading desk’s goal of optimal broker allocation aligned with best execution and broker alignment objectives.
• →Corporate Access & Research Coordination: Liaise with brokers to secure management access, roadshows, conferences, and research meetings for investment teams.
• →Analytics & Reporting: Generate reports on broker performance, commission analytics, and internal utilization trends for senior management review. Manage the equity strategy’s contribution to a firmwide broker vote.
• →Data Vendors: Work with the Head of Data to support the Portfolio Manager’s research efforts by researching and onboarding new data sets.
• →PM Engagement: Assist the PMs in sourcing what they need from BW and external counterparties

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• 5-10  years of experience in a trading, capital markets, or broker relations role, ideally at a hedge fund, asset manager, or sell-side firm.
• Strong Excel and data analysis skills; experience with Tableau or other reporting tools.
• Python skills a plus but not mandatory
• Excellent communication and interpersonal skills with a proactive and client-service oriented mindset.
• Sterling reputation with the sell side and other counterparties
• Experience on a multi-manager platform is preferred