Investment Professionals

Public Markets Investment Professional

Latest Investment Professionals roles

Credit Analyst
Our client is a well- known l/s credit & event-driven investment management firm in New York looking to add a Credit Analyst to their core, HF investing team.
ROLE
The Firm is looking to bring on an Analyst to its New York-based team to work on both US and global coverage. Analysts work as part of a lean deal team, supporting Sr Analysts, to help analyze l/s credit and event-driven names. This is a career track role with the ability to continually take on more responsibility and progress within the team.
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Data Analyst
Our client is seeking a Data analyst for a l/s equities team focused on the consumer & technology sectors within a newly launched, $B+ global hedge fund.
Responsibilities
  • The data analyst will be embedded with the front office, supporting the investment team
    • Will sit at the intersection of quantitative and fundamental investment analysis
  • This person will help compile, integrate, and analyze alternative data and build the infrastructure & processes that will allow the investment teams to identify and screen for investment opportunities
  • Help automate and enhance the investment process by embedding data and implementing innovative tools
  • Drive financial research and analysis of potential and existing companies by applying data analysis, statistics, computer programming, and machine learning
  • Analyze and derive value from complex datasets & develop predictive and analytical models Develop a set of takeaways from research projects and be able to summarize your thoughts in a concise manner
  • Assist with a variety of internal projects as managers see fit.
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Consumer/Tech Analyst, Hedge Fund, New York
Our client is seeking an analyst for a l/s fundamental equities team focused on the consumer & technology sectors.
Responsibilities

- The analyst will be involved in all areas of the investment process, and as part of a small team, will be closely mentored and have the opportunity for immediate impact and substantial growth over time
- Drive financial research and analysis of potential and existing portfolio companies, including building of financial models, comparable company analyses, discounted cash flow valuations, and others. Incorporate alternative research modalities including alternative data and 3rd-party channel checks as appropriate
- Interface with company management teams, including investor relations and C-level executives
- Network with sell side research contacts as well as other investment management professionals
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Associate - Venture Fund - Emerging Tech - Bay Area

Investor, Emerging Tech VC, Silicon Valley

Client: Emerging tech focused VC. The team invests in visionary founders, transformational technology and emergent ecosystems for a new world, and their thesis combines data, leading-edge computation, and advanced engineering to transform industries, from agriculture and logistics to life sciences, transportation and more. They are seeking a sharp individual who is passionate about finding, researching, and supporting companies that are transforming and disrupting large industries.

ROLE DESCRIPTION

Diligence and Research:

  • Conduct deal-specific research, customer calls, expert interviews, investor conversations, etc.
  • Synthesize findings and make recommendation to investment team
  • Create detailed investment memos
  • Assist in building new investment theses by analyzing and assessing new markets
  • Conduct market research through data analysis, interviews, and other sources

Sourcing:

  • Find and meet interesting companies proactively
  • Create content, events, and more to build the firm’s brand in spaces of interest
  • Supporting and managing the firm’s investment process, including:
  • Support investment execution process including coordinating with legal, finance, and other parties
  • Maintain and manage portfolio performance analytics
  • Create investor reports on a quarterly basis

Portfolio company support:

  • Support companies with strategy, hiring, business development, and planning for future financing

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Equity Investment Analyst

$40B+ Investment Management Firm is looking to hire an Investment Analyst to work on $16B Flagship Fund.

Responsibilities

• Analyze global companies and generate investment ideas within the investment strategy. The successful candidate should be flexible, and willing to work within the framework of the strategy.

• Perform thorough fundamental analysis of a company’s business and financial position; including cash flow analysis, balance sheet and income statement evaluations. Utilize a quantitative screening tool to help target research. Coverage responsibilities will span geographies and industries.

• Develop and communicate investment recommendations based on comprehensive industry and company research through various sources of information, including annual reports, networking with industry contacts as well as interviews with senior management.

• Assist in the continued build out of the strategy, including detailed analysis of stocks across multiple sectors and participating in internal and external presentations. Key to the strategy is the analyst’s skill in honing in on stocks that will be able to achieve a shareholder yield.

Qualifications

• Fundamental equity research experience required

• MBA Required

• A demonstrable track record of success in stock selection.

• A highly evolved skill set in developing a view point on a company as a result of detailed financial models and company research.

• Capacity to function with minimal supervision while providing appropriate and meaningful feedback to senior management on issues/challenges.

• Demonstrated ability to work in a team environment, adapt to an entrepreneurial group, and to think and act independently.

• Strong verbal and written presentation skills, with the ability to communicate in a timely and investment-relevant manner.

• Demonstrated understanding of financial statements, models and our disciplined approach to investing.

Qualifications/Requirements

Responsibilities

• Analyze global companies and generate investment ideas within the investment strategy. The successful candidate should be flexible, and willing to work within the framework of the strategy.

• Perform thorough fundamental analysis of a company’s business and financial position; including cash flow analysis, balance sheet and income statement evaluations. Utilize a quantitative screening tool to help target research. Coverage responsibilities will span geographies and industries.

• Develop and communicate investment recommendations based on comprehensive industry and company research through various sources of information, including annual reports, networking with industry contacts as well as interviews with senior management.

• Assist in the continued build out of the strategy, including detailed analysis of stocks across multiple sectors and participating in internal and external presentations. Key to the strategy is the analyst’s skill in honing in on stocks that will be able to achieve a shareholder yield.

Qualifications

• Fundamental equity research experience required

• BA/BS. MBA and/or CFA.

• A demonstrable track record of success in stock selection.

• A highly evolved skill set in developing a view point on a company as a result of detailed financial models and company research.

• Capacity to function with minimal supervision while providing appropriate and meaningful feedback to senior management on issues/challenges.

• Demonstrated ability to work in a team environment, adapt to an entrepreneurial group, and to think and act independently.

• Strong verbal and written presentation skills, with the ability to communicate in a timely and investment-relevant manner.

• Demonstrated understanding of financial statements, models and our disciplined approach to investing.



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Firm Coverage

Hedge Fund
Long Only Asset Management

 

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