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Chase · 3 days ago

Capital Advisory Group - Consulting Team - Analyst

270 Park Ave, New York, NY, 10017, US

Full-time

Onsite

Entry Level

$110K/yr - $125K/yr

1+ years exp

Chase is a leading financial institution offering innovative financial solutions. As an Analyst on the CAG Consulting Team, you will work closely with hedge fund clients to provide consulting services, address business challenges, and deliver impactful solutions across various operational areas.

BankingFinancial Services

Responsibilities

Provide end-to-end start-up assistance and consulting services to hedge fund clients and prospects

Advise on infrastructure and technology solutions, including network architecture, cybersecurity, and business continuity planning

Deliver organizational best practice reviews and operational benchmarking for non-investment functions

Support clients with budgeting, cash flow templates, vendor selection, and internal policy development

Act as a subject matter expert in trading, accounting, risk management, operations technology, and the hedge fund space

Manage and execute client events, and serve as a thought leader within the industry

Identify, evaluate, and manage relationships with technology and service vendors

Qualification

Alternative investment experienceRisk management knowledgeTechnology infrastructure knowledgeAdvanced Excel proficiencyData analysis skillsProject management skillsClient relationship managementRegulationsProfessional certificationsCommunication skillsTeam collaborationProblem-solving skillsTime management

Required

1 year of experience in the alternative investment industry or capital markets

Working knowledge of trading, operations, business development, risk management, or technology infrastructure

Ability to work with market research and survey data

Strong data mining, manipulation, and analysis skills for content creation

Advanced proficiency in Excel and PowerPoint, with the ability to apply AI for data construction

Proven ability to interact with senior-level staff in a business development environment

Strong project management skills with the ability to handle multiple, time-sensitive projects while maintaining high quality

BA or BS in Accounting, Finance, Economics, Computer Science, Engineering, Operations Research, or Information Technology

Preferred

Experience with portfolio accounting, partnership accounting, order management (OMS), risk management, collateral management, and data warehouse systems

Familiarity with regulations and rules governing the hedge fund industry (SEC, CFTC)

Experience with regulatory compliance is a plus

Professional certifications such as CFA, CAIA, PMP, MTA, MCSE are a plus