Hedge Fund Analyst Resume Samples
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Hedge Fund Analyst Resume Samples
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AB
A Bernier
Audreanne
Bernier
372 Robel Valley
Los Angeles
CA
+1 (555) 201 1782
372 Robel Valley
Los Angeles
CA
Phone
p
+1 (555) 201 1782
Experience
Experience
New York, NY
Hedge Fund Analyst
New York, NY
Klein-Leffler
New York, NY
Hedge Fund Analyst
- Create and maintain a working relationship with fund administrators, prime brokers, etc
- Provide ad hoc support and analysis on new and existing hedge fund managers
- Carry out other ad hoc analytical/research work as directed by research team, including the monitoring of “A” rated managers
- Provide analytical work to support the investment making process
- Contributing to the wider research process and proactively offering contributions and ideas to manager research team
- Maintain, update, and improve where possible the Hedge Fund teams technology systems and database
- Report progress and status to management (status of funds in queue, metrics for on-boarding, etc.)
Los Angeles, CA
Hedge Fund Credit Analyst
Los Angeles, CA
Ferry, Wehner and Auer
Los Angeles, CA
Hedge Fund Credit Analyst
- Setting transaction level initial margin amounts and assisting with new trade approvals and transaction analysis
- Identifying credit risk appetite for individual funds or groups of hedge funds within the CS and legal entity policy framework
- Monitoring of hedge fund client investment performance and financial condition
- Production of credit risk analysis to support Credit Officers in the production of risk reviews and recommendations to Senior Management
- Responsibility for ensuring that you are fully aware of and adhere to internal Policies that relate to you, your business or other businesses for which you have any level of responsibility
- Determining credit risk appetite for individual funds or groups of hedge funds within the CS and legal entity policy framework
- Review of constitutional documentation alongside qualitative, quantitative and financial analysis to determine internal credit ratings and risks at both the hedge fund group and individual fund level
present
Phoenix, AZ
Hedge Fund Professional Analyst
Phoenix, AZ
Keeling LLC
present
Phoenix, AZ
Hedge Fund Professional Analyst
present
- Providing onsite customer assistance in critical customer situations
- Providing management with regular status and progress updates
- Working across functional areas (support, development, marketing, field, etc.) within the company
- Assisting in Quality Assurance testing of new software releases
- Building personal knowledge base of industry developments via trade journals, conferences, and educational opportunities
- Developing specific knowledge base in one or more key application areas
- Performing complex cross-functional tasks within professional service organizations
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Loyola University Chicago
Bachelor’s Degree in Finance
Skills
Skills
- Has excellent attention to detail, demonstrates a strong sense of urgency, and has the ability to work independently and in a collaborative environment
- Strong IT skills with good working knowledge of Microsoft Office, including Excel
- Familiarity with complex leveraged fund trading strategies and strong understanding of credit risk in traded products across Sales & Trading and Prime Brokerage
- Ability to build great depth of knowledge in an industry
- Strong knowledge of the hedge fund industry and good understanding of portfolio management
- Excellent planning and organisational ability in order to prioritise and complete work in accordance to deadlines
- Has strong interpersonal and organizational skills with the ability to multi-task
- Strong proficiency in Microsoft Office Suite, Bloomberg, and other standard software
- Desirable knowledge of market data systems
- General knowledge of details related to stocks, bonds, futures, fwrds., options and other traded instruments
6 Hedge Fund Analyst resume templates
Read our complete resume writing guides
1
Hedge Fund Technical Analyst Resume Examples & Samples
- 1 plus years experience in Alternative Investments
- Manage and execute distribution campaigns such as fund launch calls, manager road shows and field events and support sales activities in all channels (advisory, trust, institutional) to deepen hedge fund penetration
- Draft investment specific positioning pieces and quarterly updates for hedge fund products on the platform
- Collect and disseminate investment data from fund managers, company research, and marketing materials to support business development opportunities
- Compose and distribute regularly scheduled and ad hoc communications to financial advisors, business partners and channel leadership and gather data and summarize for periodic management reporting
- Bachelors degree (concentration in Finance, Business or Marketing preferred but not required)
- Proven excellent written and oral communication skills with extreme precision on accuracy of communications
- Self-directed and motivated individual who can work collaboratively and independently to advance multiple projects in deadline driven environment with great attention to detail
- Series 7 and 66 or will have opportunity to become licensed upon employment
- An interest in Hedge Funds, Investment Writing, Strategy and Marketing
- Proficiency in understanding quantitative measures of AI fund performance
2
Fund of Hedge Fund Analyst Resume Examples & Samples
- Bachelor’s degree and a minimum of 1-3 years of experience in alternative investments or capital markets more generally
- Undergraduate or graduate concentration in Finance or Economics is highly desired
- Strong analytical skills and experience with statistical analysis, financial modeling and optimization is desired
- Attention to detail and a thorough documentation standard
- Ability to communicate well, both orally and in writing
- Self-motivated with good interpersonal skills
3
Hedge Fund Operations Senior Analyst Resume Examples & Samples
- 2+ years of Accounting / Finance-related work experience preferred
- Investment Operations or Fund Administration experience a plus
- Team player and self-starter
4
Cash Management Analyst, Hedge Fund Services Resume Examples & Samples
- Experience in client interaction
- Familiarity with Hedge Fund structures, products and financial instruments
- One to Three years of work experience, preferably in investment operations, Cash or Collateral Management
- Bachelor’s degree is required; MBA, CPA or CFA is desired
5
Hedge Fund Credit Analyst Resume Examples & Samples
- Responsibility for managing the credit risks arising from a portfolio of hedge funds based in EMEA
- Production of credit risk analysis to support Credit Officers in the production of risk reviews and recommendations to Senior Management
- Review of constitutional documentation alongside qualitative, quantitative and financial analysis to determine internal credit ratings and risks at both the hedge fund group and individual fund level
- Negotiation of Trading Documentation and setting of credit risk related terms in legal documents as well as population of credit risk clauses and terms into legal database
- Determining credit risk appetite for individual funds or groups of hedge funds within the CS and legal entity policy framework
- Proactive risk management of clients and trading portfolios
- Setting transaction level initial margin amounts and assisting with new trade approvals and transaction analysis
- Collaborate with front office business units and other support areas, e.g. Market Risk and Legal
- Involvement in risk focused due diligence meetings with external clients
- Limit management and re-allocations with respect to specific trading limits across portfolios
- Monitoring of client margin calls and exposures
- Monitoring of hedge fund client investment performance and financial condition
6
Hedge Fund Analyst Resume Examples & Samples
- Has excellent attention to detail, demonstrates a strong sense of urgency, and has the ability to work independently and in a collaborative environment
- Is results-driven and a motivated self-starter
- Has strong interpersonal and organizational skills with the ability to multi-task
- Possess a strong understanding of and facility with statistical finance concepts, particularly as they relate to the analysis of hedge fund returns (non-normal distributions)
- Programming/coding abilities as necessary to create custom and scalable reporting on our hedge fund portfolios
- Read, research, and remain current on financial and alternative Investment markets – and on trends and techniques in the quantitative finance world – to help generate investment ideas and analytical strategies
- Conduct research and analyze data on Alternative Investment topics as directed by the Director of Hedge funds and Head of Alternatives Investments
- Generate and update original investment and client-related data and charts for client presentations and other publications
- Maintain, update, and improve where possible the Hedge Fund teams technology systems and database
- Work with team to create and improve tools and processes utilized by the Hedge Fund Research team for investment decisions pertaining to Fund of Funds portfolios
7
Cib Hedge Fund Services Bank Debt Ops Analyst Metrotech Ny Resume Examples & Samples
- Interest rate resets
- PIK interest calculations
- Delayed Comp accruals / calculations
- Trade settlements / wire processing
- P&L review / reconciliation with client
- Audit requests (client and internal)
- Operational Controls & Procedures
- Client Interaction
- Work closely with your clients to resolve queries and providing first level account service
- Bachelor degree required; preferably Finance, Accounting, or Economics
- Knowledge of LSTA/LMA standard docs, and exposure to EUR/Aussie Loans a plus
- Knowledge of Advent Geneva is required; exposure to Wall Street Office, ClearPar, Bloomberg is a plus
- Proven adaptability and ability to work in a high growth area
8
Hedge Fund Analyst Resume Examples & Samples
- Bachelor's degree in Finance, Economics, or equivalent work-related experience
- Further relevant qualification is preferred, e.g. CFA (or progress towards)
- Experience in Hedge Funds, Fund of Funds, Private Bank, Family Office, Prime Brokerage
- Self-starter, able to demonstrate initiative, well-developed time management skills and project management skills
- Able to argue persuasively for an investment case with appropriate consideration of the opposing view
9
Hedge Fund Solutions Analyst Resume Examples & Samples
- Serve as an interface with the HFS Advisory team, the Portfolio Solutions Group requiring skills in MS PowerPoint, Word, Access, Excel and VBA to run and create reports and analysis used for our rebalancing programs, proposals and client hedge fund portfolio analysis
- Conduct ad hoc analysis, reports, tables and graphics used in marketing materials, group and client presentations
- Ad hoc reporting and support for HFS reports and other impromptu requests
- Preparation and coordination of HFS presentation materials for regularly recurring client reviews and recommendations as well as support materials for regularly recurring internal meetings
- Provide commentary, updates and regular communications on the performance of the portfolio and relevant information on the underlying managers on the platform
- Create, develop and refine operational processes that enhance and support client reporting, reconciliation and valuation related to operational aspects of the HFS business
- Field inbound inquiries at the direction of the HFS team and respond to sales team requests both on a proactive and reactionary basis
- Assistance in development of client-presentation materials for customized portfolio pitches
- Preparation and coordination of HFS presentation materials for regularly recurring client reviews and recommendations
- Preparation of reports and support materials for regularly recurring internal meetings
- Some prior experience with hedge fund or alternative asset class products
- Intermediate-to-advanced MS Access and Excel skills, including basic-to-intermediate VBA skills used to automate repetitive lookup and updating functions
- Advance MS Power Point with facility to integrate raw data from various input sources, such as MatLab, Sybase and MS Access files
- 2+ years experience in a similar role
- Strong attention to detail, follow up and overseeing projects through completion
- Strong analytical skills with expert spreadsheet abilities
- Interface directly with clients, client’s intermediaries and MS sales force
- Produce high-quality work independently
- Work under time sensitive constraints
- Resourceful, self-motivated individual with intellectual curiosity able to demonstrate creative approach to problem solving
10
Hedge Fund Analyst Resume Examples & Samples
- Reports to the Head of U.S research
- Work closely with the European and Asian teams
- Work will primarily be New York based, but travel across the U.S
- In addition further relevant qualification is preferable, e.g. CFA (or progress towards)
- Experience in hedge funds, either FoHF, Private Bank, Family Office, Prime Brokerage
11
Senior Analyst, OTC Hedge Fund Services Resume Examples & Samples
- Proficiency with DS Match, MarkitWire/MarkitTradeManager, and eConfirm platforms preferred
- Excellent people skills; ability to dynamically act as knowledgeable point of reference to co-workers domestically and internationally
- Proficiency in Microsoft Word, Excel (ability to create macros)
- Excellent math and analytical skills
- Strong organization skills, meticulous attention to detail
- Understanding of the various transaction types within each asset class beyond ‘vanilla’ trades is preferred (e.g. for IRS understanding of caps, floors, swaptions, etc. and for CDS understanding of tranches, recovery swaps, ABS/X, etc.)
- Understanding of established guidelines and documents published by ISDA is helpful
12
Hedge Fund Professional Analyst Resume Examples & Samples
- Assisting in Quality Assurance testing of new software releases
- Driving resolution of complex Client Services Requests ranging from Accounting to Operational concerns to technical issues
- Providing onsite customer assistance in critical customer situations
- Recording and tracking customer issues in our CRM database
- Working in conjunction with other associates to effectively deliver high quality client service
- Identifying, researching and resolving complex application and business/accounting issues
- Monitoring communication issue status and drive issues to resolution
- Providing management with regular status and progress updates
- Working across functional areas (support, development, marketing, field, etc.) within the company
- Communicating with functional Development & Documentation groups
- Performing complex cross-functional tasks within professional service organizations
- Promoting excellence in the quality and delivery of support services
- Building personal knowledge base of industry developments via trade journals, conferences, and educational opportunities
- Developing specific knowledge base in one or more key application areas
- Contributing meaningfully to activities outside those areas of expertise
- Bachelor Degree in Accounting/Finance or related degree
- 2+ years relevant work experience preferably in accounting or a finance related position
- Expert knowledge and understanding of multiple technologies or platforms
- Experience with SQL database management and fundamental operating system knowledge
- Prior experience working with financial systems
- Knowledge of accounting principles a strong plus
- Ability to work independently and in a team under time pressure
13
Hedge Fund Credit Risk Analyst Resume Examples & Samples
- Experience with market connectivity (electronic trading)
- Good knowledge of hedge fund industry in Europe
- Good understanding of pre-trade limits and post trade risk controls is strongly preferred
- Good analytical/statistics skills; the person should understand means, standard deviations, correlation, normal distributions, sampling error, and basic performance statistics for the fund industry
- Be comfortable meeting with very experienced hedge fund managers and professional traders in person, be presentable, and be respectful
14
Global Data-hedge Fund Analyst Resume Examples & Samples
- Developing and maintaining relationships with key decision makers
- Sourcing new hedge funds and adding them on to the database
- Maintaining the existing proprietary database
- Liaising closely with the sales teams to effectively serve Bloomberg's Investor Community
- The successful candidate will also be required to develop workflow processes, support product development and work closely with R&D to ensure user experience and functionality aligns with client's expectations and the overall product strategy
15
Hedge Fund Credit Risk Analyst VP Resume Examples & Samples
- Contact for Sales & Trading Division for Fund related requests, including transaction analysis, approval and determination of credit risk mitigation
- Dedicated coverage for OTC, listed and cleared derivative products
- Representation of credit risks associated with the Fund portfolio to senior management
- Ability to work independently in a self-directed way
- Fluency in English is required, and an additional European language would be an advantage
16
AAG Hedge Fund Operations Analyst Resume Examples & Samples
- Communicating with hedge fund managers and administrators in order to independently value hedge fund returns and valuations
- Verify and obtain sign-off on product related transactions
- Maintain statements received from hedge funds
- Maintain information related to hedge funds and ensure that the proper parties receive the relevant information
- Work with the technology on implementing new initiatives
- Prepare Sophis Daily Activity Report
17
Hedge Fund Risk Analyst Summer Intern Resume Examples & Samples
- How to analyze hedge fund counterparties
- Dealing with trading documentation negotiations
- Monitoring exposure through PSE and PST
- Monitoring the performance and disclosure from the hedge fund counterparties
- Desk and Portfolio Reviews
- Trade approvals
- Assisting in presentations and industry reports given to senior management
- Assist Credit Officers with Due Diligence Meetings for Annual or Interim Review Write-ups
- Assist with industry/product/portfolio presentations, quarterly product reports and ad hoc projects
- Help with collecting and updating the 2015 financial audits for all hedge funds in our database
- Must be available Summer 2016 (June until mid- August)
- Understand that this role only offers summer employment- this is not part of Citi’s rotational programs
- You must currently be enrolled in an undergraduate program (BA/BS only)
- This position is located in NYC (388 Greenwich Office) summer relocation is not provided
- Strong interest in Capital Markets trading and lending products, particularly in derivatives, FX, structured and other complex products traded
- Attention to detail; unaffected by high pressure situations
- Quantitative and intuitive skills, and basic understanding of the risks inherent in capital markets products and transactions
18
Hedge Fund of Fund Analyst Resume Examples & Samples
- Undergraduate or graduate concentration in a quantitative or technical field is highly desired
- Ability to travel on a regular basis. Some non-US travel expected. Position will require approximately 25% travel
- Demonstrated ability to work effectively in a team-oriented environment
19
Hedge Fund Research Analyst Resume Examples & Samples
- Conduct complete and thorough investment due diligence on prospective hedge fund managers and perform ongoing monitoring of existing investments across a range of hedge fund investment strategies
- Sourcing and thorough investment due diligence of various co-investment and direct investment opportunities
- Use of sound judgment to evaluate investment opportunities and a demonstrated ability to analyze a variety of hedge fund investment strategies
- Actively contribute to team discussions, presenting investment findings to the group on an ongoing basis
- Produce written research reports, quarterly investment letters, and ad hoc presentations
- Provide ongoing quantitative analytical support and analyses. Candidate needs to be comfortable creating, interpreting, and discussing quantitative findings with the team. Advanced knowledge of Excel and other related software knowledge is a plus
- Stay abreast of investment strategy, industry and regulatory developments
- Liaise with Client Advisors and Wealth Advisors on ad hoc requests
- Clear written and oral communication skills will be essential to success in this role
- 5-7 years relevant hedge fund industry experience
- Ability to work effectively in a team environment is an absolute must
- Highly motivated and self-starter
- Detail-orientation is essential
- Strong organization skills, with ability to multi-task priorities
- Intellectually curious and constantly seeking ways to improve upon existing processes
- Passion for, and interest in, financial markets and investing
- Strong qualitative and quantitative skills
- Proficiency in Microsoft Word, Excel, Outlook and Power Point, as well as Cogency and Novus if possible
20
Analyst Role-hedge Fund Resume Examples & Samples
- Equity and fixed income borrow trading
- Management of multi-asset class trade settlement processes
- Portfolio valuation
- In-depth knowledge of the differing legal, trading, and operational implications of investing in a wide variety of financial instruments and markets
21
Entry Level Hedge Fund Analyst Resume Examples & Samples
- Preparing regulatory reports for clients
- Managing client relationships
- Significant systems development responsibilities
- Coordinating New York operations with offices worldwide for seamless client coverage
- Enhancing existing regulatory products and processes
- Developing new regulatory products
- Independently creating solutions
- Bachelors degree in accounting, economics, mathematics or related analytical field
- Experience in the finance industry
- Working knowledge of financial products, especially fixed income and derivatives
- Capability to implement and improve structured processes
- Strong knowledge of MS Excel including v-lookup and pivot tables
- Possesses strong ambition and entrepreneurial spirit
- Prior hedge fund accounting experience is a plus
- Progress towards CFA, CPA, and CAIA is a plus
22
Credit Risk, Hedge Fund & Spv-analyst to AVP Resume Examples & Samples
- Strong academic background withCFA/FRM or other professional qualification - ideal
- Deep understanding as well as exposure to the derivative and structure products space
- Good analytical, interpersonal and communication skills
- Excellent written and spoken communications skills in English language
- Proficient in Bloomberg
23
Hedge Fund Analyst Resume Examples & Samples
- Increase the number of hedge funds covered in our hedge fund transparency business
- Communicate with data provider to identify the appropriate data content and format
- Evaluate the completeness and accuracy of the input data with guidance from the New York-based MSCI team and the hedge fund manager
- Reconcile the input data with other available data points
- Evaluate the appropriateness of risk results derived from input data and MSCI analytics and data with guidance from the New York-based MSCI team and the hedge fund manager
- Communicate and negotiate with all parties involved on all points above.unicate with hedge fund manager to identify the appropriate provider of their position data for a given hedge fund (e.g., hedge fund, fund administrator, prime broker, custodian)
- Process new hedge funds for an initial period until steady state (i.e., 6 months)
- Once stable, work with the Mumbai office on the ongoing production processing of hedge funds
- Report progress and status to management (status of funds in queue, metrics for on-boarding, etc.)
- Create and maintain a working relationship with fund administrators, prime brokers, etc
- Handle Ad hoc requests
- Bachelor’s degree. A degree in economics/ business/finance/engineering is a plus
- Strong verbal and written English communication skills. Fluent in English
- Strong PC Skills a must
- General knowledge of details related to stocks, bonds, futures, fwrds., options and other traded instruments
- Advanced knowledge of Microsoft Excel is a must
- Desirable knowledge of market data systems
- CFA is a plus
- 2-4 years experience
- Ability to learn fast and utilize in-house software
24
Hedge Fund Analyst Resume Examples & Samples
- Create and maintain investor presentations and other marketing materials
- Create hedge fund risk monitoring reports and aggregate the reporting to the hedge fund portfolio level
- Track client hedge fund investment activity
- Provide ad hoc support and analysis on new and existing hedge fund managers
- Attend hedge fund manager meetings in the local office each week to gain exposure to the industry and observe and learn from the portfolio managers and researchers that lead the meetings
- BA/BS degree in finance, economics, or other business-related areas having strong quantitative and analytical analysis
- 1 to 3 years of applicable experience and demonstrated passion for investing
- Ability to multi-task and manage multiple priorities while working in a rapidly changing environment
- Intermediate to advanced proficiency with Excel and PowerPoint
- Interest in pursuing a Chartered Financial Analyst (CFA) designation or MBA degree
25
Hedge Fund Analyst Resume Examples & Samples
- Counterparty credit analysis – preparation of in-depth credit reviews for new clients, annual reviews for existing clients, setting credit limits and effectively managing excesses, compiling recommendations and computing credit ratings
- Conduct due diligence either by phone, at Morgan Stanley offices or at client premises to better understand the clients business and their requirements
- Liaise with the documentation department to set credit conditions and parameters in trading documents including ISDAs, CSAs, GMRAs and GMSLAs
- 3-5 years’ experience in Credit Risk Management for non-leveraged and leveraged funds
- Familiarity with complex leveraged fund trading strategies and strong understanding of credit risk in traded products across Sales & Trading and Prime Brokerage
- Strong communications skills, verbal and written and ability to build relationships internally and externally
26
Senior Analyst, Hedge Fund Acctng Resume Examples & Samples
- Time management and delegation skills
- A minimum of 2.5 years of experience in Financial Services environment, preferably, performing processes involving P&L, price verification and risk
- Good problem solving skills and results oriented
- Excellent spoken and written English and ability to write business correspondence
- Good knowledge of the financial markets, instruments and back office functions
- Demonstrate high ethical standards
- Understanding of basic trade economics related to various financial product transactions is an addition
27
Hedge Fund Credit Analyst M / F-vie Resume Examples & Samples
- P rovide risk control services for hedge fund counterparties and investments
- It performs risk assessment, mitigation, approval, and monitoring processes for the Core Businesses at SG Group that transact with
- Invest in hedge funds, or take collateral consisting of hedge fund shares
- The risk types that are within HFR's remit are credit, liquidity impairment and reputation risk resulting in credit losses
28
Hedge Fund Credit Analyst Resume Examples & Samples
- Assessment - Performing hedge fund due diligence on a portfolio of funds assigned to the analyst, including the review of relevant documentation, analysing investment and operational risks, performing background checks, arranging and attending on-site due diligence meetings and drafting well-written, cogent, due diligence reports
- Mitigation - Enforcing procedures designed to mitigate against losses in the event that a hedge fund defaults including: assigning appropriate credit limits, assisting in negotiating terms of legal documents (eg ISDA ATEs), negotiating and opining on Independent Amounts
- Monitoring – Maintaining up to date risk information and the ongoing monitoring of hedge fund performance and credit worthiness. Managing credit exposures in accordance with defined risk appetite. Following up on credit limit and policy breaches
- Projects – work on ad hoc and periodic projects around methodologies and tools, including rating models and procedures applied by the team
- Delegated responsibilities
- Nobody will report into this role
- Comply with all Risk and regulatory obligations where relevant
- Responsibility to act within agreed risk limit (credit/market, delegations etc...)
- Responsibility for ensuring that you are fully aware of and adhere to internal Policies that relate to you, your business or other businesses for which you have any level of responsibility
- Responsibility for reading, understanding and complying with the Company's Conduct and Standards and corresponding regulations. You will be notified of changes to policies in a timely manner through announcements and/or intranet updates
- Preferably experience in hedge fund credit or investment risk
- Experience reading and understanding detailed covenants and clauses in legal documentation such as ISDAs, GMRAs, term sheets, prospectuses etc
29
Hedge Fund Analyst Resume Examples & Samples
- Extraordinary work ethic
- Willingness to look a data objectively and draw conclusions independent of preconceptions
- Ability to recognize and admit when you are wrong or don’t know the answer
- Attention to detail and comfort with numbers; provide accurate/trusted analytics
- Exceptional analytical skills and sound judgment
- Must function well in a collaborative team oriented environment
- Ability to build great depth of knowledge in an industry
- Out-of-the-box thinking and willingness to challenge conventional wisdom
- Ability to present well organized logic and data-based arguments
30
Hedge Fund of Funds Research Analyst Resume Examples & Samples
- Bachelor’s degree and minimum three years of work experience in financial markets
- Advanced degree in relevant discipline and/or CFA a plus
- Proficiency in fixed income mathematics, derivatives valuation, and security analysis desirable
- Genuine enthusiasm for financial markets, macroeconomics, and alternatives investing
- Excellent oral and written communication skills with strong attention to detail
- Outstanding work ethic, self-motivated with good interpersonal skills
- Ability to travel on a regular basis, including overseas. Position may require approximately 20-25% travel
31
Credit Hedge Fund Analyst Resume Examples & Samples
- Develop investment recommendations for the co-lead Portfolio Manager based on fundamental and relative value analysis within the analyst’s coverage universe of 10-15 companies
- Proactively communicate changes / updates on existing portfolio holdings
- Work directly with the lead Portfolio Managers to answer questions regarding credit concerns, industry changes, and relative value mispricings
- Interact internally with Product Management professionals and externally with clients
32
Hedge Fund Analyst Resume Examples & Samples
- Evaluate hedge funds and contribute to the management of portfolios of hedge funds
- Develop investment recommendations
- Present to and participate in the investment committee
- Provide analytical work to support the investment making process
- Contribute thought leadership in the area of hedge funds and actively steer the advice we give our clients globally
- Lead / participate in hedge fund product development projects
33
Hedge Fund Performance Analyst Resume Examples & Samples
- Participating in implementations of new clients in areas of investment performance, attribution analysis, ex-post risk measurement and GIPS compliance
- Taking ownership of the ongoing production process, reviewing calculations and ensuring timely client deliverables
- Providing ongoing day-to-day operational and analytical support to clients
- Proposing, researching and designing individualized methodologies aimed at analytical data validation and integrity
- Regularly interacting with clients, product management teams, fund accounting teams and senior management to ensure effective business operation
- Cultivating relationships with both internal and external partners
- Keeping abreast of industry initiatives and market trends that impact the business
- A minimum of 1 year experience in performance measurement
- Proven academic achievement
- Experience in the financial industry, particularly in the alternative investments area is preferred
- Superb people skills, strong team orientation and a professional attitude
- Highly proficient in Microsoft Excel (VBA knowledge a plus)
- Knowledge of investment accounting is desired
- Knowledge and understanding of derivative products is an asset
- Knowledge of performance measurement, risk analysis and/or attribution analysis is a strong asset
- Relational database knowledge (MS-SQL, Oracle) and basic SQL querying is an asset
34
Asset Management GWM Hedge Fund Analyst Resume Examples & Samples
- Processing trades in liaison with middle office teams
- Keep track of financials (i.e. flows, revenues…) for the Hedge Fund Advisory program
- Assist the Portfolio Managers in the production of investment proposals and client portfolio reviews
- Back up the Senior Advisor when interacting with investors and bankers
- Liaise with support functions (Legal, Risk management, Middle Office) to improve processes
35
Hedge Fund Analyst Resume Examples & Samples
- Assist with due diligence updates either by phone, at Morgan Stanley offices or at client premises to better understand the clients business, risks and their requirements
- Liaise with Business Unit Risk Management for Fund related requests, including transaction analysis, approval and determination of credit risk mitigation via limits and tiers
- Bachelor’s degree in Finance, Economics or Mathematics
- 0-2 years’ experience in Credit Risk Management for non-leveraged and leveraged funds
- Familiarity with credit risk in traded products
- Strong communications skills both verbal and written
- Ability to build relationships internally and externally
- Fluency in English is required
36
Senior Analyst, Hedge Fund Acctng Resume Examples & Samples
- Reports to TL/ Section Manager
- A minimum of 18-24 months of experience in operational data analytics or related field in a global business environment
- Must possess quantitative and analytical knowledge
- Deal with ambiguity and yet able to execute on projects and deliverables
- Ability to logically structure analytics problems and use effective reasoning to draw conclusions
- Intermediate experience working with spreadsheet, VBA macros experience will be an advantage
- Attention to details, accuracy and turnaround time
- Bachelor’s degree with emphasis in Commerce, Statistics, Business management. Masters’ degree would be an advantage
- Previous experience in financial services organization, preferably with an understanding of asset management and hedge fund services
37
Hedge Fund Risk Analyst Resume Examples & Samples
- Design and develop robust processes around hedge fund risk modeling with focus on database design, quantitative methods and automation
- Assist Hedge fund portfolio managers with risk-related questions and analysis
- Work on ad hoc projects and analyses that support risk management and hedge fund research and portfolio management teams
- 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, as well as advances in risk management theory and practice
38
Senior Analyst, Hedge Fund Acctng Resume Examples & Samples
- Should have a hands on experience in processing all types of Corporate Actions
- Good understanding of Mandatory/Voluntary Corporate Actions
- Time management
- A minimum of 2 years of experience in Financial Services environment, preferably, performing processes involving Corporate Actions (Dividends processing/reconciliation, event scrubbing etc)
39
Hedge Fund Analyst Resume Examples & Samples
- Security and portfolio analysis
- Regular and ad-hoc research
- Develop and prepare marketing presentations
- Spreadsheet, database and other related work
- General administrative work, including sales and trading and investor relation calls, desk coverage, lunch, meeting and conference call scheduling
- Other responsibilities as needed by the fund
- Strong proficiency in Microsoft Office Suite, Bloomberg, and other standard software
- Strong written and spoken communication skills
- Intelligent, intellectually curious, and self-motivated to learn
- Comfortable working in a fast-paced, data driven role
- Diligent, reliable and detail oriented
- An engaging personality and be a good fit with the team’s entrepreneurial culture
- 2017 Graduates or junior analysts with 1-3 years of relevant experience
40
Hedge Fund Services Over the Counter Analyst Resume Examples & Samples
- Affirms OTC trades from prior trade date
- Ensures timely receipt of electronic-based OTC confirmations from trading counterparties
- Ensures accuracy of transaction agreements and modifications
- Assists swap confirmation team in covering all OTC products such as total return swaps, equity options, structured equity products, convertible bond options, credit defaults, and fixed income products
- Assists in proper operational reflection of OTC trades
- Reviews the booking of corporate actions and dividends/coupons to ensure it affects the position properly
- Assist in development and implementing projects and software which promote automation and efficiency as well as work with IT in the development/enhancement of trade entry
- Efficiently identifies and resolves transaction discrepancies between firm and swap counterparties
- Processes all aspects of periodic resets for vanilla and exotic IRS, CDS, and TRS products
- Degree in Finance, Accounting, General Business, Economics or related field with a graduation date May - June 2017 preferred
- Experience with Hedge Funds, Investment Management, Financial Markets, and/or Financial Services strongly preferred
- Ambitious self-starter who is open to working in a dynamic, fast-paced environment that encourages out of the box thinking
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Mid / Senior Level Hedge Fund Analyst Resume Examples & Samples
- Incumbent will source hedge funds across all strategies via in-house, proprietary analytical platform as well as personal industry contacts
- Conduct manager interviews and assessment of hedge fund organization, strategy, research process, exposures, trading, risk management, and performance
- Write preliminary and final hedge fund due diligence reports
- Conduct monthly telephonic monitoring calls with invested managers
- Assist in various ad-hoc analyses and production of presentations
- Bachelor’s degree in business or related field, preferably with a major in finance or economics
- Minimum of 8 years of hedge fund due diligence experience
- MBA and/or CFA preferred
- Must have advanced knowledge of the hedge fund universe, major hedge fund strategies, specific hedge fund managers, portfolio composition, risk and return drivers, and a broad understanding of macroeconomic events and underlying asset class dynamics
- Proven ability to efficiently and effectively research, compile, and analyze information required
- Advanced knowledge of hedge fund analytical tools and Excel required
- Proficiency with FactSet a plus
- Proficiency with PowerPoint required
- Must have excellent written and verbal communications skills, including the ability to explain complex information to individuals with varying degrees of understanding, and give effective presentations to advisors/clients
- Demonstrated consulting and decision making skills required
- Must be a team player with a desire to work in a collegial environment
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Hedge Fund Counterparty Credit Risk Credit & Portfolio Analyst Resume Examples & Samples
- Establishing credit limits and margin rates through a formal write-up and in-depth credit analysis
- Approving trades and communicating with the sales force on a daily basis
- Monitoring exposure vs. approved limits to ensure trading remains within tolerated risk-limits
- Negotiating the credit-related components to ISDAs/GMRAs and other trading documents to mitigate the risk to Citi
- Partnering with a specific trading desk within the firm, and educating the team on the risks associated with their given desk assignment
- Credit Officers will conduct regular on-site due diligence meetings with their Hedge Fund counterparties
- Innovating and changing the current methods for reviewing and monitoring Hedge Fund risks
- Extensive years of previous work experience in a related field
- Familiarity with Capital Markets trading and lending products, particularly in derivatives, structured and other complex products traded by hedge funds
- Strong grasp of current technologies including stress testing is highly beneficial
- Highly proficient with Microsoft Excel, PowerPoint, Word and Access
- Real sense for how to build/support business growth
- Motivated and confident to drive change
- Quantitative and intuitive skills in the risks inherent in capital markets products, transactions and positions
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Hedge Fund Analyst Resume Examples & Samples
- Providing support to the research team in meeting the needs of clients – including analytics, strategic research etc
- Carry out other ad hoc analytical/research work as directed by research team, including the monitoring of “A” rated managers
- Co-ordinating work for one or more of the Rating Reviews Committees and ensuring integrity of ratings details on GIMD
- Preparation and maintenance of manager research schedules and co-ordination of client commissioned research
- Contributing to the wider research process and proactively offering contributions and ideas to manager research team
- Dealing with routine queries from investment managers/consultants as appropriate
- Support in marketing/new business initiatives
- Other - there are no specific manager research responsibilities associated with this role (i.e. the successful candidate will not be taking formal responsibility for a set list of managers). However, we would expect the role to include attendance at some manager research meetings (and/or external conferences), in a support capacity, to help develop the candidates’ technical knowledge and personal development. In time there is the potential for the role to evolve to include more formal manager research responsibilities
- Ideally experience working in the hedge fund, asset management, banking or consulting industries
- A solid academic background with a willingness to complete IMC or CFA exams
- Strong IT skills with good working knowledge of Microsoft Office, including Excel
- A team player, with excellent interpersonal and communication skills
- Excellent planning and organisational ability in order to prioritise and complete work in accordance to deadlines
- Ability to communicate views orally and write concise and logically argued research reports in a timely manner, sometimes to tight deadlines
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Hedge Fund Accounting Analyst Resume Examples & Samples
- Work closely with the CFO and Controller to develop quarterly investment reporting and assist with day-to-day investment accounting matters
- Active involvement in all accounting and finance duties of the client's funds
- Active involvement with cash management
- Prepare financial dashboards for the CFO
- Assist with the monthly closings of the client's hedge funds
- Work closely with other individuals and teams in client service, tax, and treasury management
- Lead ad hoc projects for senior leadership
- Assist with accounting and reporting of all general finance functions including revenue and expense analysis, and budget preparation and analysis
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