Apply on Employer Site

Callan · 1 week ago

Hedge Fund Investment Analyst

San Francisco, CA

Full-time

Hybrid

Entry, Mid Level

$65K/yr - $85K/yr

2+ years exp

Callan is an employee-owned investment consulting firm that empowers institutional clients with customized investment solutions. The Hedge Fund Investment Analyst will conduct research on hedge fund strategies and monitor hedge fund risk and performance, collaborating with clients and consultants to implement effective hedge fund portfolios.

Consulting

Work & Life Balance

No H1B

Responsibilities

Collaborate with other members of the Hedge Fund Consulting team to conduct comprehensive quantitative and qualitative research on prospective investments in hedge fund (directs and funds-of-funds), and diversifier strategies

Compile research materials to review with the hedge fund consulting team, internal Callan oversight committees, and Callan clients

Assist in presenting research analysis and findings to clients

Compile monthly and quarterly performance, risk, and qualitative monitoring reports for consultants and clients

Attend regular manager meetings, virtually and on-site, and post summary notes to Callan’s internal database

Assess the current market environment and industry trends to help guide hedge fund/diversifier portfolio implementation, and contribute to Callan’s monthly and quarterly hedge fund market trend presentations

Develop a research coverage strategy (market map) to identify high-interest strategies for designated hedge fund/diversifier sectors and contribute to Callan’s intellectual capital

Proactively identify attractive fund investment opportunities appropriate for Callan’s clients

Coordinate and lead manager meetings and post meeting notes to Callan’s internal database on a timely basis

Contribute to topical research on topics of interest pertaining to hedge funds and diversifiers

Qualification

Hedge fund analysisQuantitative analysisPortfolio constructionCFACAIAClient relationship managementCommunication skillsAttention to detail

Required

Bachelor's degree or equivalent, preferably in finance, economics, or a related discipline

Minimum two years of demonstrated experience in evaluating and monitoring hedge fund and diversifier strategies, hedge fund/diversifier manager research, strategic planning, and portfolio construction, in an investment management or institutional advisory capacity, with an emphasis on leading client relationships

Works constructively with colleagues in the group and across the broader organization

Possesses strong written and verbal communication skills

Responds to internal and external requests in a timely and efficacious manner

Maintains an effective and professional relationship with clients and managers, and with a high degree of integrity

Follows a rigorous and consistent research process with strong attention to detail to ensure client recommendations and reports are of consistently high quality