First Trust Capital Management L.P. · 5 months ago
Research Analyst
Chicago, IL
Full-time
Onsite
New Grad, Entry Level
0+ years expFirst Trust Capital Management L.P. is a privately-owned alternative investment research and asset management firm. The Research Analyst role focuses on supporting investment due diligence efforts across various alternative investment mandates and requires both analytical and communication skills to convey findings effectively to the investment team.
AdviceReal EstateVenture Capital
Responsibilities
Perform qualitative and quantitative assessments of alternative investment managers and strategies
Participate in calls and meetings with existing and prospective alternative asset managers
Compile and distribute formal written notes related to existing and potential investment meetings
Function as a point of contact for the investment team with prospective and existing portfolio investments
Perform ad hoc statistical analyses of fund risk exposures
Support the creation of broader investment committee recommendations
Lead the effort to maintain updated firm and fund materials with respect to existing investments
Provide analytical support to evaluate existing client portfolio investment performance
Responsible for maintaining and improving current investment due diligence work-flow processes
Provide operational and investment support for internally managed portfolios
Assist in various ad hoc research projects related to new product development
Participate in the creation of market/industry commentary for firm marketing efforts
Support the sourcing of new liquid and alternative investment strategies
Qualification
Required
0-2 years of relevant work experience in investment banking, asset management, or related field
Excellent undergraduate academic record
Interest in or progress toward the CFA designation a plus
Interest in understanding hedge fund, private equity, private credit, and real estate strategies
Effective communicator, both written and verbal
Strong grasp of statistics used in financial analysis
A demonstrated high level of analytical/quantitative skill
Passion for the alternative asset management industry
Ability to manage simultaneous projects, often with time constraints
Self-motivated and highly curious
A willingness to travel both domestically and internationally up to 25% of the time
Proficient in: Microsoft Excel, Power Point, and Word
Preferred
Experience with: Bloomberg, Morningstar, Preqin, eVestment/Pertrac, LightKeeper, Enfusion a plus
Company
First Trust Capital Management L.P.
We offer a curated spectrum of alternative investments across private equity, venture capital, hedge funds, real estate, and private credit.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Yadira Guzman
Chief Financial Officer
Chad Eisenberg, CPA
Chief Operating Officer
Recent News
Company data provided by crunchbase