Hedge Fund Analytics & Strategy Specialist

Masis Professional Group; Boston (MA); On-site; USD 85,000 - 120,000; Full time

Job summary

The Investment Specialist role combines investment analysis with technology and data support for a sophisticated hedge fund and multi-strategy platform. You will work with complex portfolio datasets, producing analytics and insights to communicate investment ideas to portfolio managers and clients.

You will collaborate with portfolio management, risk, performance, trading, client relations, and technology teams to translate data into clear, actionable recommendations in a fast-paced environment.

Qualifications

• 1–2+ years of experience in investment management, investment analysis, alternatives, portfolio analytics, or related financial services environment.
• Bachelor’s degree in finance, accounting, economics, business, or related discipline preferred.
• Strong analytical and quantitative skills with experience working with investment and portfolio data.
• Strong Excel skills and comfort working with data-rich investment systems and tools.

Responsibilities

• Analyze portfolio positioning, exposures, performance attribution, risk, and market trends.
• Work extensively with investment and portfolio data, identifying trends and translating large datasets into actionable insights.
• Support hedge fund strategies spanning global macro, credit long/short, multi-strategy, and other alternatives.
• Assist with product risk and performance reviews and analyse portfolio activity relative to objectives and client parameters.
• Leverage Excel, investment systems, analytical tools, and data-driven processes to improve portfolio analysis and reporting.
• Help identify opportunities to automate investment analytics, reporting, data management, and recurring workflows.
• Track portfolio allocations, exposures, investment flows, performance, and other product-level data.
• Prepare investment presentations, performance commentary, portfolio updates, and client-facing materials.
• Partner with portfolio managers on product and portfolio analysis, and support RFP responses.

Job description

The Investment Specialist role combines investment analysis with technology and data support for a sophisticated hedge fund and multi-strategy platform. You will work with complex portfolio datasets, producing analytics and insights to communicate investment ideas to portfolio managers and clients.

You will collaborate with portfolio management, risk, performance, trading, client relations, and technology teams to translate data into clear, actionable recommendations in a fast-paced environment.