Analyst – Investor Data & Reporting

View All Jobs >

Summary

We are seeking a quick thinker who can multi-task in a fast-paced environment, works well in small teams, and is able to develop relationships and work closely with senior management.


Company Information:

One of the world’s leading investment firms.


Job Description:

• responding to an array of client inquires on their hedge fund investments; enhanced analytics on client and prospect hedge fund portfolios
• analyzing data from underlying hedge fund managers including underlying positions, exposure information and performance attribution
• assisting in the preparation of materials for investment committee
• maintaining and creating marketing materials
• producing customized presentations
• managing the Request for Proposal process (assisting in completion of RFP’s where appropriate)
• overseeing and completing client reporting for commingled funds, customized accounts, and specialty funds
• consultant relationship support (including consultant databases, consultant questionnaires and ad hoc consultant requests)


Requirements / Qualifications:

• Advanced knowledge of Microsoft Excel
• Proven mastery of basic functions of task related software (Microsoft Word/PowerPoint, Adobe)
• Demonstrated understanding of and ability to calculate and interpret various hedge fund quantitative metrics (return calculations, leverage/risk calculations, performance metrics, liquidity)
Role-related Knowledge
• Good knowledge of markets, securities and investment strategies, including an understanding of hedge fund strategies, fund structures, products and business lines
• Demonstrated understanding of firm capabilities based on process/information limitations and compliance restrictions
• Ability to creatively source and use various information required to meet responsibilities
Process
• Meticulous attention to detail – output is consistently accurate, thorough and completed within prescribed deadlines, meeting necessary requirements
• Ability to identify areas of risk and inefficiency in processes and raises them with management
• Proactive and forward thinking
Professionalism
• Excellent analytical and communication skills
• Ability to work closely and interact with senior management
• Accountable for their work and receptive to constructive feedback
• Able to multi-task and effectively manage their own time
• Is a collaborative team player, always willing to assist colleagues and approaches all tasks with a positive attitude
• Builds relationships around the firm
Candidates should also have 1- 2 years’ experience in the finance industry and an undergraduate degree is required.

Direct Hire Positions    Back to Top