Analyst, Investment Team - Summer/Fall 2020 Start Date
As a member of the firm’s Investment Team, the individual will play an active role in helping to create the firm’s equities-related, fund-of-funds’ portfolios, to carefully monitor and evaluate investments in those portfolios, and to thoughtfully monitor and manage their risks. The candidate should have a strong interest in investments, preferably with experience in researching direct investments (including companies, ETFs, stock and bonds), and an equally strong interest in the alternative investment industry, preferably with interest in conducting due diligence for a fund-of-fund or with a top tier investment bank, hedge fund or private equity firm.
Essential Duties and Responsibilities:
- Responsible for managing daily investment operations on an end-to-end basis – especially during market hours (6:30am PST – 1:00pm PST)
- Including but not limited to: submission of/retrieval of trade tickets, order submission via compliance-approved software, tracking individual trades/tax lots via Excel
- Quickly and accurately build and maintain ad-hoc Excel models and PowerPoint decks used for researching/analyzing/evaluating new and existing investments (including but not limited to equities and all hedge fund managers)
- Conduct ongoing and in-depth monitoring of existing and prospective fund managers
- Create and maintain any materials requested by the Investment Team/Investment Committee
Other Duties & Responsibilities: Perform other duties as requested or assigned
Qualifications/Experience:
- 0-2 years’ work experience, preferably in financial services or alternative investments
- Able to prioritize tasks and manage multiple projects on a tight deliverable schedule