Hedge Fund Investment Analyst
About the position Responsibilities • Collaborate with other members of the Hedge Fund Consulting team to conduct comprehensive quantitative and qualitative research on prospective investments in hedge fund (directs and funds-of-funds), and diversifier strategies • Compile research materials to review with the hedge fund consulting team, internal Callan oversight committees, and Callan clients • Assist in presenting research analysis and findings to clients • Compile monthly and quarterly performance, risk, and qualitative monitoring reports for consultants and clients • Attend regular manager meetings, virtually and on-site, and post summary notes to Callan’s internal database • Assess the current market environment and industry trends to help guide hedge fund/diversifier portfolio implementation, and contribute to Callan’s monthly and quarterly hedge fund market trend presentations • Develop a research coverage strategy (market map) to identify high-interest strategies for designated hedge fund/diversifier sectors and contribute to Callan’s intellectual capital • Proactively identify attractive fund investment opportunities appropriate for Callan’s clients • Coordinate and lead manager meetings and post meeting notes to Callan’s internal database on a timely basis • Contribute to topical research on topics of interest pertaining to hedge funds and diversifiers Requirements • Works constructively with colleagues in the group and across the broader organization • Possesses strong written and verbal communication skills • Responds to internal and external requests in a timely and efficacious manner • Maintains an effective and professional relationship with clients and managers, and with a high degree of integrity • Follows a rigorous and consistent research process with strong attention to detail to ensure client recommendations and reports are of consistently high quality • Bachelor’s degree or equivalent, preferably in finance, economics, or a related discipline • Minimum two years of demonstrated experience in evaluating and monitoring hedge fund and diversifier strategies, hedge fund/diversifier manager research, strategic planning, and portfolio construction, in an investment management or institutional advisory capacity, with an emphasis on leading client relationships Nice-to-haves • Progress towards, or completion of, CFA and/or CAIA program preferred Benefits • A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more • Training for all Callan databases, research, and other systems • Access to team-building events, community outreach opportunities, and wellness events Apply tot his job Apply tot his job