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Hedge Fund Research Analyst- Fundamental Strategies

Locations: New York, New York Job Function: Private Client Product Services Employee Status: Regular Job ID: 20183500

CPB’s Hedge Fund and Research Management team is seeking to add a mid-level hedge fund research analyst focusing on Event-Driven and L/S Equity Strategies.

Key Responsibilities:

The successful candidate will be responsible for assisting in and performing investment due diligence on both existing as well as prospective investments in the Event-driven and L/S equity universes. Specifically, the analyst will be part of a team that is responsible for making timely recommendations to the clients of Citi Private Bank with respect to funds under coverage, highlighting opportunities and risks, working with our portfolio team to help build successful portfolios for our clients as well as making recommendations on when to buy or sell specific funds. Ideally, this person should have 5+ years of experience as a hedge fund allocator. While the emphasis of and particular expertise for this role will be in the aforementioned strategies, it is expected that the successful candidate will have also knowledge of other hedge fund strategies, and will be a frequent participant in research and portfolio-related meetings covering all strategies.

In addition to research responsibilities, this role requires a strong commercial orientation and a willingness to balance investment and marketing related functions. The successful candidate will have experience in the legal and product management aspects of onboarding funds, and the tenacity to see this process through from start to finish. Once a fund has been added to the platform, the analyst will be significantly involved in educating bankers and clients on the underlying strategy, designing and managing a sales campaign along with global sales partners, and building a pipeline of products that are suitable for use not only in portfolios (custom and comingled) but also potentially direct distribution.

Significant latitude will be afforded to develop new products and business opportunities along with senior members of the team. Accordingly, the successful candidate will be as comfortable analyzing funds as he or she is making presentations to large audiences, building a network of constituents, and building his/her own brand equity.

Skills:

  • In-depth/expert knowledge of Event-Driven and Long-Short equity hedge funds and strategies as well as the broader hedge fund industry/other strategies
  • 5+ years of hedge fund due diligence
  • Strong track record of selecting and advising on relevant hedge fund strategies
  • Understanding of how various strategies work within a portfolio
  • A strong understanding of financial markets and drivers of hedge fund strategies
  • A deep network of hedge fund relationships and understanding of the relevant universe
  • Strong analytical and writing skills
  • Self-starter with high level of attention to detail
  • Tenacity, charm, and patience necessary to make difficult asks of partners and/or field challenging requests
  • Desire to be part of a dynamic team; while we are looking for “super star” characteristics, a strong team-player orientation is critical.
  • Excellent presentation skills and comfort presenting to wide spectrum of audiences ranging from large internal/client presentations to one-on-one conversations with Citi Private Bank’s Ultra-high net worth clientele
  • Track record of managing full life-cycle of a fund launch (sourcing and structuring, then marketing and client service)
  • A track record of consistently producing outstanding results under pressure
  • CFA strongly preferred
  • Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.

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Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - US

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Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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