Hedge Fund Research Analyst

Citi • New York, NY

3d

About The Position

The Hedge Fund Research Analyst will be a key junior-level investment professional on the Citi Wealth Hedge Fund Research and Management (“HFRM”) team. HFRM seeks to source and offer best-in-class investments across the hedge fund universe. Responsibilities include: Perform analysis and investment due diligence on both existing as well as prospective investments Help manage oversight and implementation functions regarding the hedge fund approval, monitoring, and documentation processes Generate performance reporting, fund guides, and other internal collateral to support the sales education process Create, draft, and present recommendations to internal parties and wealth management clients of Citi with respect to funds under coverage, highlighting opportunities and risks Work closely with the discretionary alternatives portfolio management team to help build successful portfolios for our clients Help the broader team maintain a pipeline of products that are suitable for different client segments Assist with education and training of bankers, financial advisors, and clients across both hedge fund strategies and individual funds Collaborate with Citi's global sales teams around marketing and outreach for various investment opportunities Ad-hoc participation and collaboration with other groups at Citi. Qualifications: Up to 5 years’ experience, preferred with some background in hedge funds Bachelors or Master’s degree with strong academic record required Proven analytical capabilities, including expert-level spreadsheet/excel skill set Strong writing skills - with specific experience drafting detailed investment analysis Comfort presenting to various internal and external/client audiences Self-starter with high level of attention to detail Desire and ability to be part of a dynamic team; a strong team-player orientation is critical Education: Bachelor’s/University degree or equivalent experience

Requirements

• Up to 5 years’ experience, preferred with some background in hedge funds
• Bachelors or Master’s degree with strong academic record required
• Proven analytical capabilities, including expert-level spreadsheet/excel skill set
• Strong writing skills - with specific experience drafting detailed investment analysis
• Comfort presenting to various internal and external/client audiences
• Self-starter with high level of attention to detail
• Desire and ability to be part of a dynamic team; a strong team-player orientation is critical
• Bachelor’s/University degree or equivalent experience

Responsibilities

• Perform analysis and investment due diligence on both existing as well as prospective investments
• Help manage oversight and implementation functions regarding the hedge fund approval, monitoring, and documentation processes
• Generate performance reporting, fund guides, and other internal collateral to support the sales education process
• Create, draft, and present recommendations to internal parties and wealth management clients of Citi with respect to funds under coverage, highlighting opportunities and risks
• Work closely with the discretionary alternatives portfolio management team to help build successful portfolios for our clients
• Help the broader team maintain a pipeline of products that are suitable for different client segments
• Assist with education and training of bankers, financial advisors, and clients across both hedge fund strategies and individual funds
• Collaborate with Citi's global sales teams around marketing and outreach for various investment opportunities
• Ad-hoc participation and collaboration with other groups at Citi

Benefits

• In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
• Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
• Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
• For additional information regarding Citi employee benefits, please visit citibenefits.com.
• Available offerings may vary by jurisdiction, job level, and date of hire.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level