Hedge Fund Analyst

Boston, Massachusetts (US)
Competitive base salary + bonus and benefits
06 Nov 2018
06 Dec 2018
Job Function
Hedge Funds
Industry Sector
Consulting Firm
Employment Type
Full Time

Job Summary:

The Hedge Fund (HF) Analyst’s primary role is to support the firm’s Hedge Fund Research. In addition, he/she will be asked to assist with other Hedge Fund Research initiatives and client specific projects.

  • Support quantitative due diligence efforts on existing and new HF managers specifically with regards to running Pertrac, Excel and Bloomberg to generate analytics.  Use data to develop peer group/comparison analysis for HF managers.
  • Support qualitative due diligence efforts on existing and new HF managers by supporting preparation of Investment Due Diligence Summaries and Onsite reports.
  • Follow up with managers for performance data and analyze quarterly performance.
  • Build databases to analyze managers underlying various HF managers.
  • Attend meetings with hedge fund managers and provide written documentation of all pertinent information gathered from the meetings as well as an opinion/recommendation of manager. 
  • Use internal CRM and other tools to develop various HF exposure statistics.
  • Support portfolio construction/ manager search efforts for hedge fund portfolios.
  • Conduct portfolio optimization for hedge fund portfolios.
  • Support research for white paper/topical studies.
  • Analyze RFPs and help with public HF manager searches.
  • Develop new business and other presentations.
  • Maintain accurate, up-to-date internal records on the status of the data for each manager.

Job Qualifications:

One (1) to two (2) years of analyst experience in the investment industry.  College degree required, with finance/economics focus preferred.  Progress towards the CAIA or CFA designation is a plus.

Highly developed computer skills including proficiency in Excel and Powerpoint required.  Familiarity with Pertrac and optimization software is desirable.  Hedge fund experience a plus, but interest in global markets is a must.  Should be comfortable managing and analyzing large quantities of data.  Must be detail oriented, able to work independently in a fast-paced, deadline oriented, multiple-task environment.  Prior experience interacting with clients is preferred.   The ideal individual must be a team player with excellent communication (written and verbal) and interpersonal skills. 

NEPC is a strong advocate of promotion from within, so excellent potential exists for professional growth.  We offer a competitive salary, bonus and full benefits including profit sharing and 401(k) plans.