Bear Stearns & Co Work Values

Daily Duties at Bear Stearns & Co:

Due Diligence Research Analyst – Investment Consulting Services • Performed in–depth quantitative and qualitative due diligence analysis on mutual funds and separately managed accounts to determine their availability for approved distribution through the Bear Stearns Private Advisory Services Wrap program and dual contract program, with over $11 billion assets under management, or through Bear Stearns & Co. Global Clearing Services. • Conducted manager meetings and onsite meetings with asset management firms to determine firm strength, investment and compliance process, then prepared formal assessment reports on the general strength of their products and organization. • Analyzed portfolio and company information on potential business partners, utilizing MPI Stylus & Prospector, Zephyr, PSN, Principia Pro, and FactSet for quantitative analysis. Evaluated the pros and cons of establishing new business relationships with appraised companies and presented the findings to the Due Diligence Investment Committee for business approval. • Voting member of the Due Diligence Investment Committee as well as the Research Committee. • Responsible for coverage on over 18 managers and 27 strategies on Bear’s platforms, as well as over 20 products in various stages of review including REIT, Large Cap Value, 130/30, Long/Short, Emerging Markets, and Fixed Income asset classes. • Produced dispersion reports (between accounts), drift reports (between account averages and the manager composite), and correlation matrices for all separate account managers on the platform.

What they like about Bear Stearns & Co:

The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.

Tags

Due Diligence, MPI, Zephyr, PerTrac, FactSet, Wilshire Atlas, MSCI Barra, Morningstar Principia Pro, Vestek, Security APL, Bloomberg, PSN, eVestment, HFRI

Skills

Time Management, Detail Oriented, Variance Analysis, Reconciliation, Financial Accounting, Statistical, Report Writing, P&L responsibilities, Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Technology Solutions, Sales Support, Software Implementation, Leadership

These are some of the questions we asked our climbers about their experiences with Bear Stearns & Co: