Investment Analyst - Hedge Fund Research

Glocap Search; Boston (MA); On-site; USD 70,000 - 120,000; Full time

Job summary

Glocap Search seeks an Investment Analyst to support research on global hedge fund markets and investment managers. You will develop ideas, perform due diligence, and build robust financial models to monitor portfolio performance.

You will prepare investment recommendations for the Investment Committee and clients, monitor market trends, and maintain industry relationships. Travel about 10% for meetings and conferences is expected.

Qualifications

• 2–3 years of experience in the financial industry, hedge funds or allocator context preferred.
• Strong analytical and problem-solving abilities with attention to detail.
• Proficient in financial modeling and portfolio evaluation using Excel.

Responsibilities

• Conduct research on global hedge fund markets and investment managers.
• Develop investment ideas, conduct due diligence, financial modeling, and prepare written recommendations.
• Build and maintain complex investment models to monitor performance.
• Prepare reports and presentations for the Investment Committee and clients.
• Monitor market trends and economic developments relevant to the portfolio.
• Develop and maintain relationships with industry professionals.
• Travel occasionally for manager meetings and conferences.

Skills

Investment research

Financial modeling

Excel proficiency

Due diligence

Portfolio evaluation

Analytical thinking

Education

Bachelor's degree in finance or related field

CFA designation (in progress or pursued)

Tools

Excel

PowerPoint

Bloomberg Terminal

Job description

Key Responsibilities:

• Conduct research on global hedge fund markets and investment managers.
• Develop investment ideas, conduct due diligence, financial modeling, and preparation of written investment recommendations to the Investment Committee.
• Build and maintain complex investment models to monitor and evaluate hedge fund and portfolio performance.
• Prepare reports and presentations for the Investment Committee and clients.
• Monitor market trends and economic developments relevant to the portfolio.
• Develop and maintain relationships with industry professionals.
• Travel occasionally (approximately 10% of time) for manager meetings, conferences, and other business needs.

Qualifications:

• Preferred 2-3 years of relevant experience in the financial industry, preferably in an allocator or hedge fund-related role
• Advanced degree or CFA designation (or progress toward) preferred.
• Strong analytical and problem-solving abilities, with attention to detail and accuracy.
• Proficiency in Microsoft Excel, including financial modeling, basic statistics, and portfolio evaluation