Hedge Fund Research Specialist

Citi • New York, NY

3d • $157,040 - $235,560 • Onsite

About The Position

The Hedge Fund Research Analyst will be a key 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.

Requirements

• 5+ years’ investment experience, including experience in hedge funds
• Required current US FINRA Registration: SIE, Series 7, Series 63 and Series 65 or equivalent.
• Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• Strong written and verbal communication skills, analytical skills, and technical insight
• Comfort presenting to various internal and external/client audiences
• Desire and ability to be part of a dynamic team; strong team-player orientation is critical.

Nice To Haves

• CFA preferred.

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

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

What This Job Offers

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