Research Analyst

Principal Responsibilities

• Perform qualitative and quantitative assessments of alternative investment managers and strategies
• Participate in calls and meetings with existing and prospective alternative asset managers
• Compile and distribute formal written notes related to existing and potential investment meetings
• Function as a point of contact for the investment team with prospective and existing portfolio investments
• Perform ad hoc statistical analyses of fund risk exposures
• Support the creation of broader investment committee recommendations
• Lead the effort to maintain updated firm and fund materials with respect to existing investments
• Provide analytical support to evaluate existing client portfolio investment performance
• Provide operational and investment support for internally managed portfolios
• Assist in various ad hoc research projects related to new product development
• Support the sourcing of new liquid and alternative investment strategies

Qualifications

• 0-2 years of relevant work experience in investment banking, asset management, or related field
• Excellent undergraduate academic record
• Interest in or progress toward the CFA designation (plus)
• Interest in understanding hedge fund, private equity, private credit, and real estate strategies
• Effective communicator, both written and verbal
• Strong grasp of statistics used in financial analysis
• Demonstrated high level of analytical/quantitative skill
• Passion for the alternative asset management industry
• Ability to manage simultaneous projects, often with time constraints
• Self-motivated and highly curious
• A willingness to travel both domestically and internationally up to 25% of the time

Technical/Systems Skills

• Proficient in: Microsoft Excel, Power Point, and Word
• Experience with: Bloomberg, Morningstar, Preqin, eVestment/Pertrac, LightKeeper, Enfusion (plus)