Investment Analyst & Equity Portfolio Manager

HFR; Nashville (TN); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Annual discretionary bonus

Health, dental, and vision insurance

401(k)

Paid vacation and company holidays

Support for CFA and professional dev.

Job summary

HFR is seeking an Investment Analyst in Nashville to support investment research, portfolio analysis, market intelligence, and strategic initiatives. You will analyze hedge funds, private markets, and financial markets while assisting with quantitative research, due diligence, performance analysis, and reporting.

Collaborate with executives, research teams, and institutional clients to deliver high-quality insights.

Qualifications

• Bachelor’s degree in finance or quantitative field.
• Strong analytical and quantitative capabilities.
• Proficiency in Excel and PowerPoint.
• Excellent written and verbal communication skills.
• Ability to interpret financial statements and performance.

Responsibilities

• Conduct qualitative and quantitative research on hedge funds and alternative investments.
• Analyze managers, portfolios, and fund performance.
• Prepare investment research reports and summaries.
• Monitor industry trends, markets, and capital movements.
• Support portfolio construction and asset allocation research.
• Develop Excel models and analytical tools.
• Create charts, dashboards, and client presentations.
• Collaborate across research, sales, operations, and leadership.

Skills

Analytical skills

Quantitative skills

Communication skills

Organizational skills

Multitasking

Education

Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Statistics, Business, or related quantitative field

Tools

Microsoft Excel

PowerPoint

Job description

Salary Range: $60,000–$85,000 + Annual Bonus Opportunity

About HFR

HFR is a leading provider of hedge fund and alternative investment data, indices, research, and analytics serving institutional investors worldwide. For more than three decades, HFR has delivered independent performance benchmarks, market intelligence, and industry insights to investors, asset managers, consultants, and financial institutions globally.

Position Overview

HFR is seeking a highly analytical and detail-oriented Investment Analyst to support investment research, portfolio analysis, market intelligence, and strategic initiatives. The successful candidate will analyze hedge funds, alternative investments, financial markets, and investment strategies while assisting with quantitative research, due diligence, performance analysis, and reporting.

The Investment Analyst will work closely with executive leadership, research teams, institutional clients, and external investment professionals to deliver high-quality analysis and actionable insights.

Key Responsibilities

Investment Research

• Conduct qualitative and quantitative research on hedge funds, private markets, and alternative investment strategies.
• Analyze investment managers, portfolios, and fund performance.
• Perform manager due diligence and prepare investment research reports.
• Monitor industry trends, economic developments, and capital markets.
• Evaluate investment opportunities and identify emerging market themes.
• Analyze portfolio performance, risk metrics, and attribution.
• Prepare performance reports and investment summaries.
• Assist with benchmarking and comparative performance analysis.
• Support portfolio construction and asset allocation research.
• Perform statistical analysis using financial and market data.

Data & Analytics

• Collect, validate, and analyze large financial datasets.
• Develop Excel models and analytical tools.
• Produce charts, dashboards, and presentations for executive leadership and clients.
• Support data quality initiatives and research database maintenance.
• Assist with ad hoc analytical projects.

Client & Business Support

• Prepare institutional-quality investment reports and presentation materials.
• Respond to client and consultant information requests.
• Assist with RFPs, questionnaires, and investment documentation.
• Support conferences, research publications, and marketing initiatives.
• Collaborate across research, sales, operations, and executive leadership.

Qualifications

Required

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Statistics, Business, or a related quantitative field.
• Strong analytical and quantitative skills.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Strong written and verbal communication skills.
• Ability to interpret financial statements and investment performance.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple projects and deadlines.

Prefrerred

• 2–5 years of experience in investment research, asset management, hedge funds, institutional investing, consulting, investment banking, financial analysis, or related financial services.
• Progress toward or completion of the CFA (Chartered Financial Analyst) designation.
• Experience with hedge funds, alternative investments, or institutional portfolios.
• Experience with financial databases such as Bloomberg, FactSet, Morningstar Direct, or similar platforms.
• Experience with statistical analysis or programming tools such as Python, SQL, R, or Power BI.
• Familiarity with portfolio analytics and performance measurement.
• Experience leveraging AI productivity tools such as Microsoft 365 Copilot or ChatGPT.

Desired Attributes

• Naturally curious with a passion for investing and financial markets.
• Strong critical thinking and problem-solving abilities.
• Highly organized and detail-oriented.
• Self-motivated with the ability to work independently.
• Professional, ethical, and trustworthy.
• Comfortable working in a collaborative, fast-paced environment.
• Strong desire to learn and grow within the investment industry.
• Annual discretionary bonus opportunity
• Health, dental, and vision insurance
• 401(k)
• Paid vacation and company holidays
• Support for CFA and professional development programs

Why Join HFR?

• This role offers a unique opportunity to work with one of the world’s leading providers of hedge fund and alternative investment research. The successful candidate will gain broad exposure to institutional investing, portfolio analysis, financial markets, quantitative research, and executive-level decision making while contributing to products and research relied upon by investors around the globe.