Senior Hedge Fund Research Strategist & Manager Relations

BMO U.S.; Chicago (IL); On-site; USD 96,000 - 179,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Chicago, IL, seeks a Research Director to lead hedge fund manager research, due diligence, and ongoing monitoring across strategies. The role emphasizes building strong external and internal partnerships, evaluating investments, and supporting client meetings.

A strong track record in hedge funds and market analysis is essential. The position requires a Bachelor's degree with seven+ years of experience (CFA preferred) and excellent interpersonal, analytical, and

Qualifications

• Must have high level of interpersonal skills to handle sensitive and confidential situations.
• Must interact and communicate with individuals at all levels of the organization.
• Attention to detail, meeting deadlines in a fast-paced environment.
• Seven or more years of relevant experience; graduate degree and/or CFA preferred.
• Strong collaboration and team skills; analytical and problem-solving abilities.

Responsibilities

• Sourcing: Identify new hedge fund managers and investment strategies.
• Initial Evaluation: Analyze prospective funds for strategy, team, risk, and performance.
• Ongoing Monitoring: Ensure investment strategies remain aligned with expectations and risks.
• Assist with client portfolios and participate in client meetings as needed.
• Work with internal partners to build hedge fund platform and communications.

Skills

Interpersonal skills

Communication

Attention to detail

Teamwork

Analytical thinking

Education

Bachelor's degree

CFA preferred

Job description

BMO Financial Group in Chicago, IL, seeks a Research Director to lead hedge fund manager research, due diligence, and ongoing monitoring across strategies. The role emphasizes building strong external and internal partnerships, evaluating investments, and supporting client meetings.

A strong track record in hedge funds and market analysis is essential. The position requires a Bachelor's degree with seven+ years of experience (CFA preferred) and excellent interpersonal, analytical, and