Specialist III-IC Investment Research

BMO•Portland, OR

1d•$96,200 - $179,400•Onsite

About The Position

The Research Director is involved in the investment selection, due diligence and ongoing monitoring primarily of 3rd party hedge fund managers. The position primarily entails experience with hedge funds, including familiarity with managers across various strategies, an ability to build strong relationships with internal and external partners, broad understanding of financial markets, critical thinking as it relates to markets and investment solutions and may have direct client contact.

Requirements

Must have high level of interpersonal skills to handle sensitive and confidential situations.
Position continually requires demonstrated poise, tact and diplomacy.
Must be able to interact and communicate with individuals at all levels of the organization.
Continual attention to detail, establishing priorities and meeting deadlines.
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Bachelor’s degree in a related field; seven or more years of relevant experience, with a strong preference for a graduate degree and/or CFA.
Collaboration & team skills
Analytical and problem-solving skills

Nice To Haves

strong preference for a graduate degree and/or CFA

Responsibilities

Identify new hedge fund managers and investment strategies primarily through networking and industry events.
Perform qualitative and quantitative analysis on prospective funds, including assessing investment strategy, team, risk management, and performance analytics.
Actively monitor existing hedge fund managers to ensure investment strategies remain consistent and risks are within expectations.
Assist with client portfolios and participate in client meetings, as needed.
Work with internal partners to build hedge fund platform, maximize usage and provide written and verbal communications.