As a Due Diligence professional in our Hedge Fundyou will spend each day defining, refining and delivering set goals for our firm while acting as both a player and a coach, leading a team while actively participating in due diligence processes.
Job Responsibilities:
- Research, source, underwrite, and monitor hedge funds as an integral team member, including data maintenance and analysis (both recurring and bespoke).
- Monitor existing hedge fund investments and provide ongoing assessments of performance and risk.
- Integrate proactively within relevant investment universes to source new opportunities.
- Underwrite new investments comprehensively by utilizing analytical skills drawn from quantitative, qualitative, and interviewing techniques to frame and present an investment thesis to senior management.
- Understand strongly a broad range of financial and investment principles, including portfolio construction, liquidity, options, and risk management.
- Articulate the investment underwriting process to both external managers and investors while conveying knowledge and credibility.
Required qualifications, capabilities and skills
- At least 10 years of relevant investment experience
- Hands on experience within hedge fund allocation and equities
- Strong quantitative/analytical abilities as well as written/verbal presentation skills
- Ability to represent the Private Bank to both fund managers.
- Strong teamwork and interpersonal skills
- Proven leadership and team management abilities
Preferred qualifications, capabilities, and skills
- CFA/CAIA or any progress towards the certification