- Perform qualitative and quantitative assessments of alternative investment managers and strategies
- Participate in calls and meetings with existing and prospective alternative asset managers
- Compile and distribute formal written notes related to existing and potential investment meetings
- Function as a point of contact for the investment team with prospective and existing portfolio investments
- Perform ad hoc statistical analyses of fund risk exposures
- Support the creation of broader investment committee recommendations
- Lead the effort to maintain updated firm and fund materials with respect to existing investments
- Provide analytical support to evaluate existing client portfolio investment performance
- Responsible for maintaining and improving current investment due diligence work-flow processes
- Provide operational and investment support for internally managed portfolios
- Assist in various ad hoc research projects related to new product development
- Participate in the creation of market/industry commentary for firm marketing efforts
- Support the sourcing of new liquid and alternative investment strategies
- 0-2 years of relevant work experience in investment banking, asset management, or related field
- Excellent undergraduate academic record
- Interest in or progress toward the CFA designation a plus
- Interest in understanding hedge fund, private equity, private credit, and real estate strategies
- 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
- Highly proficient in: Microsoft Excel, Power Point, and Word
- Experience with: Bloomberg, Morningstar, Preqin, eVestment/Pertrac, LightKeeper, Enfusion a plus
- Starting salary: commensurate with experience
- Performance bonuses
- Healthcare coverage
- 401K with employer matched contributions after 1 year of service
- Paid vacation/time off
-
Research Analyst
1 week ago
First Trust Capital Management L.P. Chicago, United StatesSummary · 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 liqu ...
-
Research Analyst
3 days ago
Dorsey Asset Management Chicago, United StatesJob Summary · We seek to hire an experienced global generalist who can conduct bottoms-up proprietary research and develop unique qualitative insights to underwrite long term equity investments (3-5 years). We have a collaborative culture that encourages healthy debate. This part ...
-
Research Analyst
1 week ago
Informa PLC Chicago, United States Full timeJob Description · The Research Analyst will work directly on syndicated research projects pertaining to foodservice, with a particular emphasis on menu research and analysis, including pricing data. This position will also have a focus on data analysis and visualization, with the ...
-
Research Analyst
1 week ago
University of Chicago Chicago, United States Full timeDepartment · BSD BMB - Kossiakoff Lab About the Department · The Department of Biochemistry and Molecular Biology studies how biomolecules function and interact to drive the complex, diverse, and adaptive behaviors of living systems. Our focus is on biological mechanisms descr ...
-
Research Analyst
5 days ago
University of Chicago Chicago, United States Full timeDepartment · BSD NRB - Sisodia lab About the Department · We study how the nervous system works – how it is built, how it operates on cellular and systems levels, how drugs affect it, and how it is damaged in neurodegenerative diseases. Our faculty members continue to make cut ...
-
Research Analyst
3 days ago
University of Chicago Chicago, United States Full timeDepartment · BSD PED - Hematology, Oncology, and Stem Cell Transplantation - Piunti Lab About the Department · The Section of Pediatric Hematology/Oncology provides care for patients and families with acute and chronic medical conditions, or other hematologic diseases, requiri ...
-
Research Analyst
1 week ago
Informa, plc Chicago, United StatesThe Research Analyst will work directly on syndicated research projects pertaining to foodservice, with a particular emphasis on menu research and analysis, including pricing data. This position will also have a focus on data analysis and visualizati Research Analyst, Research, A ...
-
Research Analyst
6 days ago
Informa Connect of Informa PLC Chicago, United StatesInforma is one of the world's leading knowledge providers. We create and deliver highly specialized information through publishing, events, training, market intelligence, and expertise, providing valuable knowledge to individuals, businesses and organizations worldwide. · Informa ...
-
Research Analyst
1 day ago
Dorsey Capital Management Chicago, United StatesJob Summary · We seek to hire an experienced global generalist who can conduct bottoms-up proprietary research and develop unique qualitative insights to underwrite long term equity investments (3-5 years). We have a collaborative culture that encourages healthy debate. This par ...
-
Research Analyst
49 seconds ago
CFA Institute Chicago, United StatesWilliam Blair Investment Management is a premier global investment management boutique, with a sole focus on active management across equity, fixed income, currency and multi-asset strategies. We are committed to building enduring relationships with our clients and providing expe ...
-
Research Analyst
3 weeks ago
CFA Institute Chicago, United StatesWilliam Blair Investment Management is a premier global investment management boutique, with a sole focus on active management across equity, fixed income, currency and multi-asset strategies. We are committed to building enduring relationships with our clients and providing expe ...
-
Research Analyst
3 weeks ago
Next City Chicago, United StatesJob Summary · We seek to hire an experienced global generalist who can conduct bottoms-up proprietary research and develop unique qualitative insights to underwrite long term equity investments (3-5 years). We have a collaborative culture that encourages healthy debate. This par ...
-
Research Analyst
1 day ago
Informa Connect Chicago, United StatesJob Description · The Research Analyst will work directly on syndicated research projects pertaining to foodservice, with a particular emphasis on menu research and analysis, including pricing data. This position will also have a focus on data analysis and visualization, with th ...
-
Research Analyst
6 days ago
Informa Group Plc. Chicago, United StatesCompany Description · Informa is one of the world's leading knowledge providers. We create and deliver highly specialized information through publishing, events, training, market intelligence, and expertise, providing valuable knowledge to individuals, businesses and organization ...
-
Research Analyst
20 hours ago
Penn Foster Inc Chicago, United StatesDepartment · BSD BMD - Tang Lab · About the Department · The Ben-May Department for Cancer Research at the University of Chicago focuses on the basic research on the Molecular, Cellular, and Genetic events contributing to carcinogenesis, metastasis, and therapy resistance. We use ...
-
Research Analyst
2 days ago
Informa Connect Chicago, United StatesJob Description · The Research Analyst will work directly on syndicated research projects pertaining to foodservice, with a particular emphasis on menu research and analysis, including pricing data. This position will also have a focus on data analysis and visualization, with th ...
-
Research Analyst
2 weeks ago
Korn Ferry Chicago, United StatesKorn Ferry · is a global organizational consulting firm. We help clients synchronize strategy and talent to drive superior performance. We work with organizations to design their structures, roles, and responsibilities. We help them hire the right people to bring their strategy ...
-
Research Analyst
1 day ago
Informa Connect of Informa PLC Chicago, United StatesInforma is one of the worlds leading knowledge providers. We create and deliver highly specialized information through publishing, events, training, market intelligence, and expertise, providing valuable knowledge to individuals, businesses and organizations worldwide. · Informa ...
-
Research Analyst
2 weeks ago
Cision Chicago, United StatesBrandwatch, a Cision product, empowers over 5,000 of the world's most admired companies to understand and engage with customers at the speed of social. · Combining pioneering, AI-enriched digital consumer intelligence with industry-leading social media management tools, Brandwatc ...
-
Research Analyst 2024
1 week ago
Kearney Chicago, United States Full timeJob Description · Kearney Research Analyst Program (for Philippines Only) · About Kearney · Kearney is a leading global management consulting firm with offices in more than 40 countries. Since 1926, we have been trusted advisors to the world's foremost organizations. Kearney i ...
Junior Research Analyst - Chicago, United States - First Trust Capital Management L.P.
Description
Summary
The Junior 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 firms hedge fund, private equity, venture capital, real estate, private credit, and liquid alternatives investments and related co-investment opportunities. The Junior Analyst engages in detailed qualitative and quantitative analysis of a range of alternative investments and is responsible for conveying their findings effectively to the firms broader investment team. This role requires analytical and technical skills as well as verbal and written communication skills. The Junior Analyst role sits within the fifteen-person investment research team of FT AIR.
Principal Responsibilities
Qualifications
Technical/Systems Skills
First Trust Capital Management (FTCM) is a privately-owned alternative investment research and asset management firm that advises investment advisors, family offices, and high net worth individuals. FTCM 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. FTCM houses a specialized business unit called FT Alternative Investment Research. This dedicated investment research team operates as a supportive unit to our advisor 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 2022, FT AIR:
Participated in over 350 portfolio manager meetings
Performed initial review of 500 investment strategies
Participated in over 25 capital introduction events
Attended 10 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.
Compensation/Benefits