As a Due Diligence professional in our Hedge Fundyou will spend each day defining, refining and delivering set goals for our firm.
Job responsibilities
- Perform role of being an integral team member researching, sourcing, underwriting, and monitoring hedge funds including data maintenance and analysis (both recurring and bespoke)
- Integrate within relevant investment universes to source new opportunities
- Underwrite new investments utilizing analytical skills drawn out of quantitative, qualitative, and interviewing skills to frame and present an investment thesis to senior management
- Understand broad range of financial and investment principles including portfolio construction, liquidity, options, and risk management
- Articulate investment underwriting process to both external managers and investors while conveying knowledge and credibility
Required qualifications, capabilities, and skills
- Minimum 3 years of relevant investment experience
- 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
Preferred qualifications, capabilities, and skills
- CFA/CAIA or any progress towards the certification