Career Group | Head of Research
2 weeks ago
Head of Research / Top Tier Hedge Fund | Dallas, TX
We are looking for a Head of Research to support the founder and CIO of a newly founded, promising young Hedge Fund with a long term strategy across a multitude of asset classes, with a focus in technology, financial services, and healthcare. Our investment thesis is anchored in allocating capital to high quality businesses and partners. The firm focuses on balancing long-term investments with tactical opportunities and aims to achieve consistent returns.
Position Summary:
The Head of Research will assist in portfolio construction and strategy, general market and company research, portfolio and investment analytics, external manager due diligence, and monitoring existing investments.
Responsibilities:
- Monitor, analyze, and report on existing public and private portfolio investments
- Assist in due diligence, analysis and evaluation of new fund and co-investment opportunities
- Conduct detailed research on public and private companies
- Generate new investment ideas to be added to Public/Private Portfolio
- Review Limited Partner agreements and other legal documents for fund investments
- Monitor and stay informed about current market dynamics
- Travel periodically to meet with managers and conduct diligence
- Prepare reports and materials for internal investment meetings and participate in investment decisions
Education and Qualifications
- Bachelor’s degree with a concentration in finance, accounting, economics, or engineering
- 7-10 years of experience in finance within an investment management organization (Family Offices, Investment Banking, Private Equity, Hedge Funds, Asset Management or Endowments/Foundations)
- Excellent proficiency in Excel/Financial Modeling and has great attention to detail and quantitative skills
- Deep fundamental expertise, keen sense of the market and passion for investing
- Familiarity with multiple asset classes (Equities, Credit, Hedge Funds, Private Equity, Venture Capital, Natural Resources, Real Estate)
- Ability to take initiative and lead new endeavors
Personal Qualifications
- Organized, efficient and skilled with project management
- Self-motivated, intellectually curious and a clear thinker
- High Integrity with strong moral values
- Strong oral and written communicator
- Team oriented and can work in a small office environment
Compensation $225k-275k base DOE + bonus and relocation assistance
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