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Senior Analyst - Liquid Alternatives Due Diligence

114 500 - 157 400$
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Senior Analyst - Liquid Alternatives Due Diligence (Liquid Alternatives): Leading manager research, selection, and ongoing due diligence across mutual funds, separately managed accounts, and ETFs with an accent on qualitative and quantitative analysis, performance monitoring, and risk assessment. Focus on evaluating investment managers, preparing recommendations for investment committees, and serving as a subject matter expert on liquid alternative strategies.

Location: Minneapolis, Minnesota; employees work in the office at least four days per week and may work from home one day per week.

Base salary: $114,500–$157,400 per year, plus potential variable compensation.

Company

hirify.global is a diversified financial services company providing financial planning and advice, asset management, and insurance services to individual, small business, and institutional clients.

What you will do

  • Lead manager research, selection, and investment and operational due diligence for Liquid Alternative mutual funds, separately managed accounts, and ETFs.
  • Own research coverage for the Liquid Alternatives asset class, maintain manager coverage, and identify new investment opportunities.
  • Evaluate investment philosophy, process, people, performance, portfolio construction, risk management, and operational capabilities using qualitative and quantitative analysis.
  • Monitor performance and risk, conduct ongoing diligence, and engage regularly with portfolio management teams.
  • Prepare research reports, manager scorecards, and updates; present recommendations on manager additions, retention, watch status, and removal.
  • Communicate with investment committees, senior leadership, financial advisors, internal partners, external managers, and strategic partners; support advisor education, wholesaling, product development, marketing reviews, and cross-functional projects.

Requirements

  • At least 5 years of experience in investment research, manager due diligence, investment consulting, asset allocation, or related investment roles.
  • Bachelor’s degree in Finance, Economics, Investments, or a related field, or equivalent experience.
  • Experience evaluating investment products and managers with qualitative and quantitative research methodologies.
  • Strong analytical skills and proficiency with FactSet, Morningstar Direct, Bloomberg, or similar investment research platforms.
  • Exceptional written and verbal communication skills, including presenting investment recommendations to senior stakeholders and investment committees.
  • Ability to independently manage a research coverage universe and prioritize competing responsibilities.
  • Active FINRA Series 7 license or ability to obtain it within 120 days.
  • Must have valid U.S. work authorization that does not now or in the future require visa sponsorship.

Nice to have

  • Knowledge of Liquid Alternative strategies, including hedge fund replication, long/short equity, market neutral, managed futures, global macro, multi-strategy, credit, and alternative income.
  • Experience with manager selection, ongoing manager oversight, investment committee or senior leadership presentations, portfolio construction, risk management, and performance attribution.
  • Experience interacting directly with third-party asset managers and institutional investment firms.
  • Intellectual curiosity, ownership, and attention to detail.
  • CFA or CAIA designation, or progress toward completion.

Culture & Benefits

  • Client-centric, relationship-based environment centered on face-to-face collaboration and in-person teamwork.
  • Office attendance is required at least four days per week, with flexibility to work from home one day per week; some roles may require additional in-office time.
  • Benefits include vacation and sick time, 401(k), health, dental, and life insurance.
  • Full-time, exempt position with potential bonus, commissions, and/or long-term incentives depending on the role.

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