Senior Hedge Fund Research Director

BMO U.S.; San Francisco (CA); On-site; USD 96,000 - 179,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group in San Francisco, CA is seeking a Research Director to lead investment selection, due diligence, and ongoing monitoring of third-party hedge fund managers. The role emphasizes hedge fund experience, relationship building with internal and external partners, and a broad market understanding to support client solutions.

The position requires a strong analytical mindset and may involve direct client contact. CFA or graduate degree is preferred.

Qualifications

• Strong interpersonal skills to handle sensitive situations.
• Ability to interact with individuals at all levels of the organization.
• Detail-oriented with ability to manage multiple tasks.
• Bachelor’s degree with 7+ years of experience; CFA preferred.
• Strong collaboration and teamwork.
• Analytical and problem-solving abilities.

Responsibilities

• Sourcing hedge fund managers and investment strategies primarily through networking and industry events.
• Initial qualitative and quantitative evaluation of funds, including strategy, team, risk management, and performance analytics.
• Ongoing monitoring of existing hedge fund managers to ensure strategies remain aligned and risks are within expectations.
• Assist with client portfolios and participate in client meetings, as needed.
• Collaborate with internal partners to build hedge fund platform, maximize usage and provide written and verbal communications.

Skills

Interpersonal skills

Communication skills

Attention to detail

Multitasking

Collaboration & teamwork

Analytical thinking

Education

Bachelor’s degree

7+ years of relevant experience

CFA preferred

Job description

BMO Financial Group in San Francisco, CA is seeking a Research Director to lead investment selection, due diligence, and ongoing monitoring of third-party hedge fund managers. The role emphasizes hedge fund experience, relationship building with internal and external partners, and a broad market understanding to support client solutions.

The position requires a strong analytical mindset and may involve direct client contact. CFA or graduate degree is preferred.