Michael P. Manning
Investment Research | Manager Selection | Client Communication | Avid Skier
- Role
- Director, Senior Investment Analyst - Equity Research at Envestnet
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Michael P. Manning
I am a Senior Investment Analyst for Envestnet | PMC, where I conduct research and due diligence on a variety of investment products. I primarily cover large-cap growth, all-cap growth, and energy-related equity strategies. I also research ESG and impact-oriented investment strategies. I also co-lead and develop Envestnet’s global research presence by providing leadership to our research team abroad based in Trivandrum, India.
Experience
Director, Senior Investment Analyst - Equity Research
Jun 2022 — Present · Denver, CO, US
Proactively identify and source external investment managers and strategies, conducting ongoing due diligence and delivering recommendations supported by detailed reports and data analysis.• Lead primary research coverage of equity mutual funds, ETFs, and separately managed accounts, benchmarking performance by strategy and investment style for investment advisors.• Conduct on-site due diligence nationwide, monitoring the performance of 30+ mutual funds and SMAs on a continuous basis.• Publish asset class and capital market research across multiple platforms, including industry panels, webinars, white papers, client calls, conferences, and internal meetings.• Perform in-depth interviews at wealth management offices to assess product needs and clients’ risk-return profiles.• Develop and present client-facing materials, clearly articulating investment theses to a diverse range of complex client relationships. Provide tailored investment advice aligned with specific client objectives and financial goals.• Co-lead the firm’s global research initiatives, managing and mentoring a team of over a dozen analysts based in Trivandrum, India, with a focus on training and professional development.
Education
Brandeis School of Business and Economics
Master of Science (M.S.), Finance
2007 — 2010
College of the Holy Cross
Bachelor of Arts (B.A.), Political Science
2002 — 2006
Skills
- Fixed Income
- Investments
- Portfolio Management
- Asset Allocation
- Mutual Funds
- Investment Strategies
- Wealth Management
- Investment Management
- Finance
- Securities
- Equities
- Bonds
- Bloomberg
- Strategy
- Asset Management
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