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Hedge Fund Investment Analyst
Hedge Fund Investment AnalystCallan • San Francisco, CA, US
Hedge Fund Investment Analyst

Hedge Fund Investment Analyst

Callan • San Francisco, CA, US
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Hedge Fund Investment Analyst

As a hedge fund investment analyst in Callan's Alternatives Consulting group, you will contribute to the investment capabilities of the hedge fund consulting team and work collaboratively with Callan's institutional clients and consultants to implement hedge fund / diversifier portfolios. Hedge fund and diversifier strategies include multi-strategy, long / short equity, event driven, systematic macro, discretionary global macro, CTAs, reinsurance / ILS, and other strategies. You will report to the head of the Alternatives Consulting group.

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.

This position will be based in one of Callan's office locations listed above and working a hybrid (office / home) schedule with a minimum of three (3) days a week in the office.

Primary Duties

Manager Research

  • 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

Manager and Portfolio Monitoring

  • 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 Callan's internal database
  • Assess the current market environment and industry trends to help guide hedge fund / diversifier portfolio implementation, and contribute to Callan's monthly and quarterly hedge fund market trend presentations
  • Manager Sourcing

  • Develop a research coverage strategy (market map) to identify high-interest strategies for designated hedge fund / diversifier sectors and contribute to Callan's intellectual capital
  • Proactively identify attractive fund investment opportunities appropriate for Callan's clients
  • Coordinate and lead manager meetings and post meeting notes to Callan's internal database on a timely basis
  • Research and Education

  • Contribute to topical research on topics of interest pertaining to hedge funds and diversifiers
  • Job Skills & Requirements

    Skills :

  • 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
  • Characteristics :

  • 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
  • Education and Experience :

  • Bachelor's 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

    At Callan, you can expect :

  • 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
  • $65,000 - $85,000 a year

    The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future.

    As an employee-owned firm, Callan is committed to giving long-term, successful professionals an opportunity to become equity partners. Visit www.callan.com / careers to learn more about Callan's culture, benefits, and more.

    Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners.

    Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at www.callan.com .

    Callan is an equal-opportunity 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.

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    Investment Analyst • San Francisco, CA, US

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