Job Description

Join to apply for the Hedge Fund Investment Analyst role at Callan

This role contributes to the investment capabilities of the hedge fund consulting team and works collaboratively with Callans institutional clients and consultants to implement hedge fund/diversifier portfolios.

Base Pay Range

$65,000.00/yr - $85,000.00/yr

Your primary focus will be conducting research on hedge fund strategies (directs and funds-of-funds) for clients, with a primary focus on quantitative analysis. Your secondary focus will be monitoring hedge fund risk and performance. You will play a key role in interfacing with hedge fund managers and Callan consultants and clients.

Please note: This position will be based in one of Callans office locations listed above and working a hybrid (office/home) schedule with a minimum of three days a week in the office.

Primary Duties

• Collaborate with other members of the Hedge Fund Consulting team to conduct comprehensive quantitative and qualitative research on prospective investments in hedge fund (directs and funds-of-funds) and diversifier strategies.
• Compile research materials to review with the hedge fund consulting team, internal Callan oversight committees, and Callan clients.
• Assist in presenting research analysis and findings to clients.
• Compile monthly and quarterly performance, risk, and qualitative monitoring reports for consultants and clients.
• Attend regular manager meetings, virtually and on-site, and post summary notes to Callans internal database.
• Assess the current market environment and industry trends to help guide hedge fund/diversifier portfolio implementation, and contribute to Callans monthly and quarterly hedge fund market trend presentations.
• Develop a research coverage strategy (market map) to identify high-interest strategies for designated hedge fund/diversifier sectors and contribute to Callans intellectual capital.
• Proactively identify attractive fund investment opportunities appropriate for Callans clients.
• Coordinate and lead manager meetings and post meeting notes to Callans internal database on a timely basis.
• Contribute to topical research on topics of interest pertaining to hedge funds and diversifiers.

Job Skills & Requirements

• Works constructively with colleagues in the group and across the broader organization.
• Possesses strong written and verbal communication skills.
• Responds to internal and external requests in a timely and efficacious manner.
• Maintains an effective and professional relationship with clients and managers, and with a high degree of integrity.
• Follows a rigorous and consistent research process with strong attention to detail to ensure client recommendations and reports are of consistently high quality.
• Bachelors degree or equivalent, preferably in finance, economics, or a related discipline.
• Minimum two years of demonstrated experience in evaluating and monitoring hedge fund and diversifier strategies, hedge fund/diversifier manager research, strategic planning, and portfolio construction, in an investment management or institutional advisory capacity, with an emphasis on leading client relationships.
• Progress towards, or completion of, CFA and/or CAIA program preferred.

Compensation, Benefits & Training

• A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more.
• Training for all Callan databases, research, and other systems.
• Access to team-building events, community outreach opportunities, and wellness events.

Callan is an equalopportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences.

We may ultimately pay more or less than the posted range and may modify the position in the future.

As an employeeowned firm, Callan is committed to giving longterm, successful professionals an opportunity to become equity partners. Visit to learn more about Callans culture, benefits, and more.

Job Tags

Similar Jobs