Develop investment strategies to meet clients’ financial goals, risk/return appetite and investment style preference. Utilize market insights to identify suitable fund investment opportunities aligned with client’s investment objectives. Lead due diligence and research on fund managers through delving into fund details and scrutinizing historical performance, risk metrics, investment philosophies and operational compliance for comprehensive assessment. Lead calls and conduct meetings with fund managers, investment members, other investors and consultants to better understand a fund’s strategy and effectiveness of strategy implementation, and produce write-ups that evaluate and summarize findings. Write Investment Memos and present them to the Investment Committee. Provide ad-hoc analysis regarding questions for portfolio composition, portfolio performance, fees and liquidity terms for clients. Make important business recommendations such as what vehicle needs to be set up for a strategy, whether to add or reduce position of a fund, and whether to delist a fund manager. Lead junior members on the team, provide training and participate in the recruitment process. Requirements:Master’s degree (US or foreign equivalent) in Business Administration, Mathematics, Finance, Economics, Data Analytics, Operations Research, or a related field plus two (2) years of experience in the position offered or in a related role*OR Bachelor’s degree (US or foreign equivalent) in Business Administration, Mathematics, Finance, Economics, Data Analytics, Operations Research, or a related field plus five (5) years of experience in the position offered or in a related roleAll of the required experience must have included experience with: understanding portfolio management and equity investment; understanding non-parametric statistics, probability models and numerical optimization to perform quantitative analysis and investment research for fund managers' performance track records; identifying key statistical drivers of performance to make business decisions; monitoring and synthesizing key quantitative and financial data related to performance, attribution, portfolio composition, current events and organizational changes of invested fund managers; performing fund due diligence; writing comprehensive investment memos evaluating a fund’s investment strategy, team’s backgrounds, track records, market environment, and opportunity set; using programming language such as R, Python, or SQL; visualization tools such as Tableau; data processing tools; and communicating complex financial concepts to fund managers including hedge fund, private funds, public equities and fixed income.This role entails hybrid work, with time split between working in our New York, NY office and flexibility to telecommute from another U.S. location.
Minimum Salary: 176,571
Maximum Salary: 176,571
Salary Unit: Yearly