Hedge Fund Investment Analyst
About the positionResponsibilities• 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 diversifiersRequirements• 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• 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 relationshipsNice-to-haves• Progress towards, or completion of, CFA and/or CAIA program preferredBenefits• A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more• Training for all Callan databases, research, and other systems• Access to team-building events, community outreach opportunities, and wellness events Apply tot his job