Hedge Fund Analyst Job Description
Hedge fund analyst
provides execution coverage to clients trading Global Derivatives Markets across Fixed Income, Equities and Commodities – managing trading related issues and risk, responding to questions clients have around trading and market structure.
Hedge Fund Analyst Duties & Responsibilities
To write an effective hedge fund analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included hedge fund analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Support the investment process by identifying compelling hedge fund managers across the globe
Manage the daily processing of cash flow requests by clients
Project management of key project work streams within Investor Services, Investor Accounting, Financial Control and Tax
Supporting SMEs in their efforts to stand up the full FATCA offering, including project plan development, milestone tracking, issue escalation and progression through project completion
Identify and escalate issues surrounding competing projects and programs
Coordination of internal resources across multiple projects and work streams
Develop the necessary processes and tools to better support the facilitation, collection, and sharing of knowledge
Interact with clients and shared service teams to obtain understanding of status, milestones reached, and next steps on outstanding projects
Work closely with internal and external technology resources to track progress, make sure follow ups are resolved, and/or problem solve issues related to new functionality development or IT only releases
Monitoring existing hedge funds in which the group has invested and tracking information within these investment strategies
Hedge Fund Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Hedge Fund Analyst
Typically a job would require a certain level of education.
Employers hiring for the hedge fund analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Economics, Business, MBA, Mathematics, Graduate, Engineering, Statistics, Management
Skills for Hedge Fund Analyst
Desired skills for hedge fund analyst include:
Bonds
Details related to stocks
Especially fixed income and derivatives
Financial products
Futures
Market data systems
Options and other traded instruments
Fwrds
MS Excel
Forwards
Desired experience for hedge fund analyst includes:
Relevant experience in a client service, sales support or marketing role at a hedge or mutual fund is desirable but not required
Experience with Investment Management and/or Financial Services
Ability to work on own initiative and prioritize projects
A track record in a sales/trading/structuring/strategy environment within an Investment Bank would be a benefit
Identifying additional hedge funds worthy of deep investigation through referrals, industry interactions, database screening
Performing comprehensive due diligence on new funds, including evaluating stated strategies, investment processes, risk controls, team capabilities, fund particulars (such as structure, domicile, fees, and other factors), and an array of quantitative measures
Hedge Fund Analyst Examples
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Hedge Fund Analyst Job Description
Job Description Example
Our growing company is looking for a hedge fund analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for hedge fund analyst
- Timely preparation of credit approval submissions and related documentation required as part of approval process, including but not limited to, amendments, trading lines, periodic single name strategy exposure reviews, and Exceptions Committee requests
- Timely preparation of Transaction Requests and Annual Reviews for existing and new relationships
- Monitor and continually maintain accurate counterparty compliance reports including NAV and performance data
- Quarterly report prepartion of team activity for senior management in GTCM, Global Credit and Capital Markets
- Understanding of securities regulations govering mutual funds, hedge funds, pension funds and other institutional counterparties
- Originate and monitor the highest caliber hedge fund investments within the Equity Long / Short strategy
- Conduct rigorous due diligence on each manager and the underlying portfolio both prior to and after investment
- Ensure that the investment process is thoroughly executed and communicated both in writing and verbally presented
- Recommend admittance/exit of managers to approved list
- Interact with portfolio management to recommend appropriate allocation to managers in Equity Long / Short
Qualifications for hedge fund analyst
- Bachelor’s degree and 0-3 years of experience in alternative investments or capital markets more generally
- The ideal candidate will have a minimum of 5 to 7 years of experience in the investment management industry in combination with a relevant advanced degree
- Experience analyzing loans backed by real estate assets or energy and mining assets would be a plus
- The analyst must be able to work independently, will have exceptional communications skills (both written and verbal), will be well-versed in financial and quantitative concepts
- Hedge fund operations experience with working knowledge of administering various asset classes on Advent Geneva, detailed knowledge of Bank Debt a plus
- Strong understanding of accounting principles, ideally how Bank Debt transactions impact financial statements
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Hedge Fund Analyst Job Description
Job Description Example
Our innovative and growing company is looking for a hedge fund analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for hedge fund analyst
- Develop/maintain a wide reaching network in the Equity Long / Short space
- Developing specific knowledge base in key application areas
- Conducting calls and meetings with hedge fund managers
- Drafting investment research reports and communicating research findings to clients
- Publishing research notes and Strategy Outlook Report content
- Attending industry conferences and investor panels
- Assist in leading the audit coordination of the clients' annual reporting process
- Assist the AVP and VP in the recruiting and interview process
- Report progress and status to management (status of funds in queue, metrics for on-boarding)
- Create and maintain a working relationship with fund administrators, prime brokers
Qualifications for hedge fund analyst
- Further relevant qualification is preferred, CFA (or progress towards)
- Strong quantitative qualitative analysis skills
- In addition further relevant qualification is preferable, CFA (or progress towards)
- Understanding of the various transaction types within each asset class beyond ‘vanilla’ trades is preferred
- Experience reading and understanding detailed covenants and clauses in legal documentation such as ISDAs, GMRAs, termsheets, prospectuses
- Good analytical/statistics skills
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Hedge Fund Analyst Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of hedge fund analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for hedge fund analyst
- Responsibility to act within agreed risk limit (credit/market, delegations ..)
- Due diligence duties include conducting strategy research to assess the opportunity set, participating in onsite meetings to evaluate sources of return and risk, analyzing portfolio fit, and thoroughly documenting due diligence results
- Determine pricing for hedge fund secondary purchases by underwriting investment opportunities at the underlying asset level
- Conduct strategy research to compare relative value across asset classes and help determine the most compelling way to express a particular investment view
- Participate in onsite meetings and conference calls with hedge fund general partners to asses risk and return profile of an investment
- Defining KPIs (metrics) and development of operations reports and dashboards
- Maintaining HFS business and client statistics for internal management reporting and client presentations
- Analysis of complex data to support management decision through reporting
- Develop quantitative analysis and ad hoc reports to monitor performance trends
- Manage the production and distribution of regular reports
Qualifications for hedge fund analyst
- Degree in Finance, Accounting, General Business, Economics or related field with a graduation date of December 2015 - June 2016 preferred
- Coordinate break resolution process between client, operations teams, and prime brokers
- Experience with equity and fixed income products preferred
- Experience working for a financial services organization, with exposure to reconciliation and/or accounting processes preferred
- Understanding of the trade lifecycle, pricing, and valuation of one to multiple asset classes preferred
- CPA eligibility upon graduation preferred
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Hedge Fund Analyst Job Description
Job Description Example
Our company is hiring for a hedge fund analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for hedge fund analyst
- Prepare and present executive presentations
- Keep up to date on current trends in the asset management, particularly hedge fund space, in addition to financial markets, securities, and general investment themes, advances in risk management theory and practice
- Should be capable of understanding various control checks
- Should be able to timely escalate all the issues
- Should have the ability to maintain various MIS reports
- Set-up of various financial security types into the system by following different external sources of information like Bloomberg, Reuters
- Participate in the manager selection process, including due diligence visits and calls with new and existing hedge fund portfolio managers and research analysts
- Work within smaller teams to prepare investment memorandums and present recommendations to the team?s Investment Committee
- Contribute to a range of AIMS group-wide initiatives including various research publications, client-related activities, and other business development initiatives
- Maintain and execute a regression testing program to ensure quality of code deployments
Qualifications for hedge fund analyst
- Bachelor’s degree with emphasis in Accounting preferred, Master degree a plus with a graduation date of December 2015-June 2016 preferred
- Relevant experience in a client service, sales support or marketing role in the Hedge Fund or Private Equity industry is desirable but not required
- Provide ongoing quantitative analytical support and analyses
- The successful candidate will be a mature self-starter who has demonstrated the ability to function independently in a fast-paced, dynamic and demanding environment
- This person needs to be able to resolve conflict within a short period of time
- This person will be intellectually curious, intuitive, trustworthy and have the highest ethical standards
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Hedge Fund Analyst Job Description
Job Description Example
Our growing company is looking to fill the role of hedge fund analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for hedge fund analyst
- Report bugs found during testing back to developers in a clear manner
- Escalate issues with code deployments with assessment of impact to the program
- Conduct hands on training to ensure that business users are best utilizing proprietary software
- Develop op model solutions for business functions to supplement current software design
- Migrate client data from the legacy platform to the next generation platform
- Provide transparency into the status of client migration and escalate issues timely
- Engage with business leaders to create and maintain a list of platform enhancements
- Write business requirements for prioritized platform enhancements and engage with developers to ensure understanding
- Work closely with project managers and business leads external developer resources around testing program status and issue escalation
- Prepare and review Fund's annual and quarterly financial statements to clients, auditors and investors
Qualifications for hedge fund analyst
- This person will add value by working on a number of simultaneous tasks with minimal supervision and exemplary follow-through
- Proficiency in Microsoft Word, Excel (ability to create macros preferred)
- OTC Regulatory knowledge across Dodd Frank, EMIR, ASIC, MAS
- At least 3-6 years of relevant credit experience covering hedge funds or financial institutions
- Deep understanding exposure to the derivative and structure products space
- Development experience working with C# or C++, SSRS, SSIS, WPF, MS.NET, Prism, Unity