Research Analyst

2 weeks ago

Chicago, United States First Trust Capital Management L.P. Full time

Summary


The Research Analyst role at First Trust Alternative Investment Research (“FT AIR”) is focused on supporting all aspects of the investment due diligence efforts with respect to the firm’s hedge fund, private equity, venture capital, real estate, private credit, and liquid alternatives investments. The Research Analyst will be involved in all aspects of the firm’s investment process including sourcing, diligence, and monitoring and will be responsible for overseeing a subset of the firm’s fund and direct investments. The Research Analyst will engage in detailed qualitative and quantitative analysis of a range of alternative investments and is responsible for conveying their findings effectively to the firm’s broader investment team as well as other audiences. The Research Analyst will additionally be responsible for assisting in team and workflow management across the team. This role requires analytical and technical skills as well as verbal and written communication skills. The Research Analyst role sits within the twelve-person investment research team of FT AIR.


Principal Responsibilities


  • Perform qualitative and quantitative assessments of alternative investment managers and strategies
  • Manage and function as a main point of contact for the investment team with prospective and existing investment managers
  • Assist in the management and improvement of the day-to-day team workflows and processes
  • Attend industry conferences and oversee intermediary relationships to source new fund and direct investments
  • Aid in the development of junior analysts on the team through formal and informal meetings
  • Lead and participate in calls and meetings with existing and prospective alternative asset managers
  • Lead the effort in the creation of broader investment committee recommendations
  • Compile and distribute formal written notes related to existing and potential investment meetings
  • Perform ad hoc statistical analyses of fund risk exposures
  • Manage various ad hoc research projects related to new product development


Qualifications


  • 2-5 years of relevant work experience in alternative investments, investment banking, asset management, or related field
  • Pre-existing understanding of hedge fund, private equity, private credit, and real estate strategies
  • Interest in or progress toward the CFA designation a plus
  • Strong interpersonal skills and ability to support and work closely with other team members
  • Effective communicator, both written and verbal
  • Strong grasp of statistics used in financial analysis
  • A demonstrated high level of analytical/quantitative skill
  • Passion for the alternative asset management industry
  • Ability to manage simultaneous projects, often with time constraints
  • Self-motivated and highly curious
  • A willingness to travel both domestically and internationally up to 25% of the time


Technical/Systems Skills


  • Highly proficient in: Microsoft Excel, Power Point, and Word
  • Experience with: Bloomberg, Preqin, Pitchbook, Morningstar a plus


First Trust Capital Solutions (“FTCS”) is a privately-owned alternative investment research and asset management firm that advises investment advisors, family offices, and high net worth individuals. FTCS was created on the belief that an independent firm was the best way to ensure our clients were served with their greatest interests in mind – both in terms of customized alternative investment solutions and a streamlined operational experience when investing in private and liquid alternatives.


FTCS houses a specialized business unit called FT Alternative Investment Research. This dedicated investment research team operates as a supportive unit to our advisory clients as well as a resource for a select group of institutional clients and family offices. The sole purpose of this dedicated team is to find investment solutions to enhance client portfolios. In 2023, FT AIR:


  • Participated in over 350 portfolio manager meetings
  • Performed initial review of 600 investment strategies
  • Participated in over 30 capital introduction events
  • Attended 14 top-tier investment conferences


Investment due diligence covers all asset classes and strategies, wherein the Research Team maintains a proprietary database of portfolio managers and all related correspondence. Importantly, the Research Team does not perform database screens to identify prospective portfolio managers. The vast majority of currently sourced funds and strategies have come through our extensive network and reach within the investment community as opposed to any screening process. Prior to making any allocations, the Research Team sets the expectation with the fund manager and their team that we require a certain level of transparency and access. We perform ongoing due diligence on our approved managers to ensure that are adhering to their style, process and investment mandate.

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