Tuesday, October 28, 2014

Senior Analyst / FoF - Los Angeles

Senior Analyst / Fund of Funds - Los Angeles

Title:  Senior Analyst / Fund of Funds
Location:  Los Angeles
Compensation:  Commensurate with experience
Summary/Responsibilities:
  • Manage the systems / process / data used by the Research Department
  • Manage the research work flow and directly manage the analysts, i.e to be their direct report
  • Responsible for the generation of reports including: Liquidity reports on portfolio investments/ Levels I, II and III fund and portfolio liquidity / Research reports on individual funds (including  regular updates on data and evaluations)  / Action Reports / Portfolio Risk Reports
  • Assist in writing fund write-ups
  • Provide the Director of Investor Relations with information for clients and for quarterly letters
  • Conduct risk analysis of the underlying funds / firm portfolios
  • Assess the impact of prospective funds on the various firm portfolios
  • Meet with existing managers in the portfolio to gain insight into their investing
  • Organize / manage the research track / process of candidate funds from identification to decision
  • Reports to the Portfolio Managers
Requirements:
  • College graduate w/demonstrated record of academic achievement
  • 4-7 years of relevant experience in an alternative investment organization (managing research for a fund of funds is a major plus)
  • CFA or CAIA charter/progression viewed favorably
  • Passion for investing/the ability to speak articulately about capital markets
  • Solid quantitative skills (statistics, finance, etc.)
  • Strong ability to evaluate the quality of prospective investments
  • Strong ability to evaluate existing investments/to monitor changes in performance/risk/reward/strategy/AUM/ staff/focus that could negatively/ positively impact investment in that fund
  • Strong organizational / managerial skills:  To work with, inspire, collaborate with, and evaluate his/her direct reports
  • Writing/verbal abilities to condense information into concise, accurate prose
  • Prior experience with fund database systems like Backstop/Cogency/Black Diamond/Pertrac
  • Self-starter/problem solver
If interested, please email your resume as an MS Word attachment to:
Julia Brown
BCI - Financial Services Recruiting

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