Hedge Fund Research Specialist
Responsibilities
- Perform analysis and investment due diligence on both existing as well as prospective investments
- Help manage oversight and implementation functions regarding the hedge fund approval, monitoring, and documentation processes
- Generate performance reporting, fund guides, and other internal collateral to support the sales education process
- Create, draft, and present recommendations to internal parties and wealth management clients of Citi with respect to funds under coverage, highlighting opportunities and risks
- Work closely with the discretionary alternatives portfolio management team to help build successful portfolios for our clients
- Help the broader team maintain a pipeline of products that are suitable for different client segments
- Assist with education and training of bankers, financial advisors, and clients across both hedge fund strategies and individual funds
- Collaborate with Citi's global sales teams around marketing and outreach for various investment opportunities
- Ad-hoc participation and collaboration with other groups at Citi
Qualifications
- 5+ years’ investment experience, including experience in hedge funds
- CFA preferred
- Required current US FINRA Registration: SIE, Series 7, Series 63 and Series 65 or equivalent
- Must meet ALL US FINRA Registration requirements within 150 days of starting in the role
- Strong written and verbal communication skills, analytical skills, and technical insight
- Comfort presenting to various internal and external/client audiences
- Desire and ability to be part of a dynamic team; strong team-player orientation is critical
Education
- Bachelor’s or master’s degree with strong academic record required
Job Family Group
The Hedge Fund Research Analyst will be a key investment professional on the Citi Wealth Hedge Fund Research and Management (“HFRM”) team. HFRM seeks to source and offer best-in-class investments across the hedge fund universe.
Job Family
Investment Manager Research
Time Type
Full time
Primary Location
New York, New York, United States
Primary Location Full Time Salary Range
$157,040,00 - $235,560,00
Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. Illinois residents – AI Notice and Right