Hedge Fund Strategy Analyst

2 weeks ago


Austin, Texas, United States augmentjobs Full time
Job Overview

Position Title: Senior Hedge Fund Analyst

Role Summary: The Senior Hedge Fund Analyst is tasked with performing thorough evaluations and research to inform investment choices and strategies for hedge fund portfolios. This position requires assessing investment prospects, tracking portfolio outcomes, and delivering insights and recommendations aimed at enhancing returns while managing associated risks. The Senior Hedge Fund Analyst is pivotal in shaping the fund's investment approach and ensuring it aligns with its financial objectives.

Key Responsibilities:

  • Execute comprehensive evaluations of potential investment prospects, encompassing equities, fixed income, derivatives, and alternative investments.
  • Create and sustain financial models to assess investment performance and analyze risk and return profiles.
  • Oversee and scrutinize hedge fund portfolio performance, pinpointing trends, risks, and opportunities.
  • Offer actionable investment guidance based on market analysis, financial scrutiny, and industry developments.
  • Compile detailed investment reports and presentations for upper management and stakeholders.
  • Collaborate with portfolio managers and other investment experts to formulate and execute investment strategies.
  • Conduct due diligence on prospective investments, including financial statement evaluations, market analysis, and competitor assessments.
  • Remain updated on market trends, economic indicators, and regulatory shifts that may influence the hedge fund's investments.
  • Support the development and upkeep of risk management frameworks and tools.

Required Qualifications:

  • Bachelor's degree in Finance, Economics, Accounting, or a related discipline; advanced degree (e.g., MBA, Master's in Finance) is advantageous.
  • A minimum of 5-7 years of experience in hedge fund analysis, investment research, or a comparable role.
  • Proficient in financial modeling, valuation methodologies, and portfolio analysis.
  • Extensive knowledge of hedge fund strategies, including long/short equity, global macro, and event-driven investing.
  • Exceptional analytical and quantitative abilities, with a talent for interpreting complex financial data and delivering strategic insights.
  • Strong communication and presentation skills, capable of articulating investment concepts and recommendations effectively.
  • Experience with financial software and tools, such as Bloomberg, FactSet, or similar platforms.
  • Professional certification such as CFA (Chartered Financial Analyst) is preferred.
  • Ability to operate independently and manage multiple projects in a dynamic environment.


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