‘Eminem’s Lose Yourself because sometimes you’ve only got one shot to make a good call!’ John Cheng Raymond James Asset Management Services Senior analyst Tampa Bay, FLĬheng has been at Raymond James as a research analyst for more than five years, having joined in 2016 from FedEx, where he’d been a financial analyst. If you were a baseball player, what would your walkout song be? For much of this year, her focus has been on ESG bond ETFs to offer in the firm’s portfolios. He is a connoisseur of mental models and collector of lessons from experts across a wide variety of disciplines who I know I could learn a lot from.’ Diane Chen Franklin Templeton Research analyst San Mateo, CAĬhen was nominated by three different people, one of whom praised her ‘ability to find great strategies and managers that offer great risk/reward.’ She worked for more than four years at Franklin before taking a job at JP Morgan but returned to Franklin in 2018. ‘Shane Parrish, the founder of the Farnam Street blog and host of The Knowledge Project podcast. He was nominated in part because of his knowledge of research tools as well as for his mix of quantitative acumen and writing skills. Her dedication to her education and her involvement in causes she believes in make her a strong force on and off the big screen.’ Andrew Buck Franklin Templeton Research analyst San Mateo, CAīuck has been with Franklin Templeton since 2013, working his way up from associate product manager to the position of research analyst on the firm’s multi-asset solutions team.
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Who would you want to play you in the movie of your life? One of the younger names on this list, Blitz joined Wilmington in 2018 after earning a political science degree from Haverford College. She also leads engagement efforts for Wilmington’s ESG investment strategy. She conducts studies for Wilmington Trust’s alternative investment research group and supports proprietary equity and alts strategies. Also, in high school, I managed to convince my English teacher that it was a poem by Marshall Mathers and that I could recite it as part of our declamation requirement.’ Jessica Blitz Wilmington Trust and M&T Bank Assistant vice president and research analyst Wayne, PAīlitz is a lead analyst for third-party municipal bond fund research. ‘ Lose Yourself by Eminem holds a special place in my heart as a pump-up song. His areas of coverage include funds focused on real assets, fixed income, small value, and asset allocation. He’s one of few people my mother would watch for the length of time required to finally understand exactly what my job in manager research really is.’ Bassam Bitar Fidelity Research analyst Boston, MAīitar joined Fidelity in 2012 and became a member of its Institutional Wealth Advisors team in 2016, returning to Boston, where he had also gone to school, having studied business administration at Framingham State University. He was nominated for his ‘very straightforward and honest delivery in his assessments, recommendations, and convictions, which tend to be spot on.’ Who would you want to play you in the movie of your life? His interest in markets was sparked in part by reading Liar’s Poker by Michael Lewis. He previously worked at Aon Hewitt and Wellington Management Company, but his first ‘real’ job was teaching kindergarten in Milwaukee via Teach for America. Wale Adedokun Franklin Templeton Senior manager research analyst New York, NYĪdedokun has worked in Franklin Templeton’s multi-asset solutions group since 2018, covering US equity strategies. They are all under the age of 35 and on their way to being leading gatekeepers. All of the 30 names listed over the next few pages have been nominated by their team leaders, colleagues, or peers for the impressive starts they have made in their careers in manager research. To shine a light on the up-and-coming talent within this field, Citywire has launched its annual Rising Stars of Manager Research awards. But what of those analysts nearer the start of their career, who have demonstrated skill that is yet to be reflected in the seniority of their roles? Ultimately, job titles tend to become a proxy for talent. And, of course, gatekeepers don’t have a widely available track record to share in order to prove their bona fides. Far less is written about what it takes to be a great fund analyst. Much ink is spilled each year on the qualities needed to be a top portfolio manager.
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