Senior Research Analyst, Marketable Alternatives (MALTS)
Introduction
Join our dynamic team as a Senior Research Analyst specializing in Marketable Alternatives (MALTS), where your expertise will drive our investment strategies and shape our portfolio success. You will lead in-depth analysis, identify emerging areas of opportunity, and collaborate with a dedicated team to achieve optimal investment outcomes in a fast-paced and innovative environment.
Job Responsibilities:
- Work directly with the MALTS and broader Public Markets investment team to perform and support manager due diligence, portfolio construction, investment research, and other ad hoc projects.
- Meet with and conduct in-depth analysis on marketable alternative investment managers, primarily focusing on hedge funds, hedge fund of funds, and other liquid alternative investment strategies, in order to research and evaluate their capabilities.
- Participate in and coordinate investment manager searches for clients.
- Produce client deliverables and present research and recommendations to existing and prospective clients.
- Conduct research that contributes to improvements in the quality of the company's investment advisory services, including writing white papers.
- Engage with internal committees and decision-making bodies.
- Develop and maintain comprehensive financial models to evaluate investment opportunities and performance metrics.
- Collaborate with internal consultants and external fund portfolio managers to formulate investment strategies and asset allocation decisions.
- Prepare detailed investment reports and presentations for senior management and investment committees.
- Monitor and analyze market trends, economic indicators, and industry developments to inform investment decisions.
- Maintain and update databases of marketable alternatives investments and performance data.
- Assist in the development and implementation of risk management strategies for marketable alternatives portfolios.
- Establish and maintain relationships with investment managers, industry analysts, and other key stakeholders.
- Provide mentorship and guidance to junior analysts and contribute to team development initiatives.
Job Requirements:
- Bachelor's degree in Finance, Economics, Business Administration, or a related field; Master's degree preferred.
- Preferred 8 years of experience in the investment industry, ideally reviewing hedge funds or hedge fund of fund investments; or at least 6 years of relevant experience with an advanced degree (such as a Master's or higher).
- Strong quantitative skills, including facility with financial and statistical concepts.
- Superior verbal and professional writing skills.
- Excellent computer skills, including proficiency with Microsoft Word and Excel; experience with financial modeling and data analysis tools such as eVestment, FactSet, or similar platforms.
- Proven analytical skills with the ability to interpret complex financial data and market trends.
- Experience with due diligence processes for assessing investment opportunities.
- Excellent attention to detail and ability to work efficiently and accurately under time pressure to meet deadlines.
- Ability to work independently, proactively seek new responsibilities, and thrive in a team-oriented environment.
- Solid interpersonal skills and ability to work well with employees from other company departments.
- Familiarity with regulatory and compliance standards related to alternative investments.
- Demonstrated ability to manage multiple projects and deadlines in a fast-paced environment.
- Ability to work independently and collaboratively within a team.
