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Hedge Fund Analyst Resume Samples
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0-5 years of experience
Evaluated, monitored and maintained direct relationships with hedge fund and private equity funds
- Performed due diligence on hedge funds, alternative investments and traditional investments
- Interviewed portfolio managers and analyzed hedge fund strategies
- Recommended monetary exposure guidelines to internal credit committee
- Prepared risk and exposure reports for credit committee. Monitored and regularly re-evaluated clients’ trading patterns and strategies
- Received Analyst Of The Month 5 times in an 11 month span
6-10 years of experience
Updated and maintained performance database for in-house and third-party hedge funds in excess of $1.8 billion. Managed the reporting process end-to-end, while resolving day-to-day performance issues. Supervised and trained junior analyst in database functionality, troubleshooting and oversight.
- Acted in liaison capacity between portfolio managers, financial advisors and operations team.
- Processed monthly and annual compensation to retail brokers and external broker relationships.
- Played critical role in testing and overseeing the implementation of user-friendly reports that enabled brokers to keep track of clients and improve their marketing efforts.
- Updated and reconciled account position balances and resolved discrepancies.
- Reviewed marketing materials for accuracy.
0-5 years of experience
- Selected by management to develop and implement restructuring and integration plan for department of over 100 analysts
- Communicated performance attribution and reporting practices directly to client investment committees to aid in the understanding and evaluation of complex quantitative analytics
- Developed best practices and structure for research product that accounted for 15% of department revenue
- Worked with fund managers and clients to determine portfolio composition, performance attribution, strategy,
- Created and led mentorship and training program to develop generalist analysts into hedge fund specialists
0-5 years of experience
Execute and monitor lifecycle of hedge fund trades across $5B AUM
- Collaborate closely with Compliance, AML, Fund Accounting, Fund Administrators and Hedge Fund Managers to align client needs with strategic, compliant solutions
- Directed multiple efficiency projects that have substantially enhanced controls, eliminated operational risk, improved client experiences and slashed trade processing time
- Foster positive client relationships through proactive communications anticipating client needs
- Oversee the daily cash postions, month-end reporting and reconciliation, pricing of underlying hedge fund positions of specified accounts
0-5 years of experience
- Oversaw hedge fund research and manager assessment for proprietary investments and credit facilities for fund-linked derivatives group
- Structured 2 multi-manager portfolios, with external currency overlay strategy, that have grown to +$1B in assets under management globally
- Sourced hedge funds for fund-linked derivatives platform and assessed emerging hedge fund managers for principal investment
- Spearheaded development of managed account platform, negotiated investment guidelines with external managers, and developed risk management systems
- Product specialist responsible for new product development, deal structuring/origination, and client relationship management
10+ years of experience
[company name] is a fund of funds that at its peak managed approximately $1.6 billion in hedge fund assets among numerous portfolios and across a wide variety of investment strategies
- Met with and conducted both qualitative and quantitative due diligence on hedge fund managers
- Prepared write-ups on hedge funds which were comprised of detailed overviews and recommendations
- Contributed to the development of [company name]’s internal proprietary database used for fund sourcing, tracking, and due diligence
- Developed Pertrac templates which both facilitated internal quantitative analysis and were used for external reporting purposes
- Built portfolio optimizers and fee/leverage simulators which aided in the construction of proforma portfolios
- Ran portfolio simulations
- Conducted numerous screenings of hedge funds across a variety of criteria (strategy, location, length of track record, statistical measurements, etc.)
- Collected, monitored, and analyzed hedge fund performance and risk information
- Priced all of [company name]’s portfolios (between 10 and 20 at any given time) on a weekly basis
0-5 years of experience
Provided evaluation of financial results, producing variance analysis on all equity investments and related discourse for management.
- Participated in training of daily and monthly processes including trade discrepancy research and resolution, review and analysis of international and domestic corporate action postings for all equities and their derivatives.
- Performed assets under management (AUM) analysis, reviewing monthly investor subscription and redemption trends.
- Participated in the development and examination of closed financial statements for reasonableness to validate all entries and reconciliations.
- Maintained controls and procedures for hedge funds with over $300M+ in assets primarily in Emerging Markets.
- Ensured accurate pricing of securities by using an approved pricing service and guidelines provided by investment managers.
- Supported equity portfolio-trading groups with daily performance attribution and cash management.
- Coordinated fund manager, broker and fund custodian activities with distributed income, capital gains and losses, as well as expenses at proper class levels.
- Held accountability for Net Asset Value (NAV) and daily P&L calculations for five global macro strategy funds.
- Provided justification for portfolio component movements to investment managers.
- Managed relationships with up to five Investment Managers as well as their internal control groups ensuring parameters of service are delivered.
0-5 years of experience
- Analyzed and conducted thorough due diligence on over 400+ alternative investments, including strategies such as long/short equity, distressed debt, and global investment products
- Developed a risk management and portfolio asset allocation model using macroeconomic and statistical factors to determine geographic concentration, equity and volatility exposure.
- Developed a complex database system to help in analyzing investment performance, minimizing reporting mistakes and inefficiencies
- Served as the main “go-to†for all Fund of Fund operations, including all client communication, audits and performance analysis
0-5 years of experience
Developed and refined proprietary trading strategies using regression models.
- Maximized risk-adjusted P/L by identifying and testing optimal trade thresholds.
- Researched new markets and established relationships with business partners.
- Conducted daily fund operations including accounting, blotter reconciliation, maintenance of databases, and coordination with brokers, auditors, and administrators.
0-5 years of experience
Updated Full Circle’s investment records from borrower’s financial statements
- Monitored borrowers to determine they were within their loan terms
- Participated in monthly phone calls with borrowers regarding their recent activities and short term plans
- Created financial models in Excel to help determine the quality of potential loans
- Collected information for team members and organized it for analysis and presentation
0-5 years of experience
- Prepared research, reports, and documents
- Researched various hedge fund portfolios extracting data and important information to be use by the analyst team to build presentations
- Created and maintained my own investor database
- Served as the intermediary of contact for the investors
- Coordinated conferences, road shows, earnings conference calls, and investor meetings
0-5 years of experience
Chaired the process for selecting and managing the investments within a $600MM alternative investment portfolio for a single Family Office.
- Performed due diligence on global hedge fund managers.
- Managed a portfolio of 80-90 multi strategy hedge funds.
- Primary strategies invested in: ABL, Trade/PO Finance, Convertible Arbitrage, Fixed Income Arbitrage, Statistical Arbitrage, Event Driven/Special Situations, Real Estate, Long/Short Equity, Global Macro, CTA, Foreign Exchange, and Volatility Trading
0-5 years of experience
Served as investor relations liaison and prepared investor correspondence such as schedule K-1s, monthly statements and audited financials for distribution.
- Interacted with Third Party Administrators and bank representatives in order to facilitate wire transfers, cash distributions, capital calls and other fund operations.
- Assisted in the production of performance reports, investor disbursements, monthly cash flows and quarterly investor presentations.
- Responsible for conducting the monthly financial close of the firm’s several hedge funds and fund of funds.
- Calculated the firm’s monthly performance and returns for all underlying fund investments and maintain them in historical track records to be included in investor presentations.
0-5 years of experience
- Conducted detailed research on financial statements and sell-side reports of more than 90 companies in financial services sector. Constructed and reviewed quantitative valuation models on more than 50 small to mid-cap banks and thrifts using multiple valuation and discount-cash-flow methods to support portfolio manager‘s investment decision.
- Generated short analysis in the banking sector by assessing more than 15 fundamental metrics using multiple regression model from scratch to find short targets in order to increase short exposure of the fund.
- Wrote daily market summary and macroeconomic reports and generated daily company valuation sheets in banking sector for Chief Investment Officer. Built and maintained M&A and conversions database in the banking industry to find potential investment opportunities. Constructed bank M&A valuation model using Excel VBA.
- Assisted Chief Operating Officer in creating and updating presentation slides, evaluating monthly fund performance and drafting monthly fund performance reports. Built fund liquidity monitor and mirror fund rebalancing macro using VBA.
0-5 years of experience
Ensured accurate monthly net asset value calculation for assigned hedge funds
- Responsible for funds containing different types of investments such as equities, bonds, options, repurchase agreements and TBA securities
- Developed relationships with hedge fund managers by communicating with them on a regular basis
- Processed and analyzed various types of transactions such as security trades, cap share activity, paydowns, and income and dividend payments
0-5 years of experience
- Work with equities, options, futures, total return swaps, and foreign currencies in Hedge Fund Services with the Listed Pricing group
- Review valuation processes and oversee pricing tasks for our team in India
- Contributed to the on-boarding of a new client with $22 billion in net assets
- Responsible for writing business requirements for numerous reports as well as testing reports once they were built
- Actively engaged in converting and reconciling trial balances and subsidiary ledgers between the current fund accounting records and [company name]’s fund accounting records
- Contributed daily to team huddles by asking questions to gain further insight into processes and offering suggestions when the team was troubleshooting
0-5 years of experience
Capture client trading activity, adjustments, and update open equity as well as daily profit and losses using accounting system.
- Perform cash, position and market value reconciliation by comparing client/broker numbers with our internal books and records.
- Research and clear any cash, position or market value break by investigating various corporate events using Bloomberg.
- Compile a list of all open/unresolved breaks and present it to client for proper resolution.
- Process month client report package and provide it to the client.
- Download prices for client holdings from Bloomberg System and upload them into internal database.
- Price un-priced securities using broker prices or standing instructions provided by the client.
- Work with trade operations departments to ensure correct trade information and corporate actions are being inputted.
0-5 years of experience
- Reconcile Hedge Fund bank accounts for brokers and clients on two different administrative platforms
- Converted Funds from an older AIS platform to a newer platform
- Conducted training for lower level employees
- Wrote documentation manuals and procedure manuals
0-5 years of experience
- Member of the Advanced Strategies group that managed a $10 Billion fund-of-funds hedge fund.
- Conducted research and due diligence on hedge fund managers. Analyzed portfolios and performance of Relative Value, Convert Arb, Event Driven, Merger Arb, and Long-Short Equity hedge fund strategies. Wrote and verbally defended recommendations to the investment committee.
- Constructed efficient portfolio frontiers using risk and return statistics from PerTrac and HFR databases. Took part in the portfolio optimization and allocation process directly with the Chief Investment Officer.
0-5 years of experience
Prepare cash reconciliations to all counterparty accounts for each assigned fund on a daily basis.
- Maintain daily accounting records and complete daily roll forward schedules.
- Calculate net assets on a class and series basis as appropriate.
- Perform month-end close process and valuation for assigned funds.
- Process monthly shareholder activity and reconcile back to transfer agent/register.
0-5 years of experience
- Management and coordination of schedules, travel arrangements, conferences, events, files, and Investor Relations meetings.
- Creating and updating financial models and charts using Bloomberg and Capital IQ.
- Conducting market and company research through by sourcing and contacting key council members for interviews/consultations, and compiling reports from top financial research websites.
0-5 years of experience
- Performed quantitative/qualitative hedge fund evaluation on multiple strategy categories for portfolio in excess of $330 million AUM
- Executed formal bi-monthly reviews for invested hedge funds with a 100% approval rate by Investment
- Identified, analyzed, and presented new hedge fund managers that were consequently added to firm portfolio
- Set new record in internal monitoring performance metrics for output quantity and was characterized as all- time best analyst by firm founder
0-5 years of experience
Conducted research and due diligence on hedge funds; formulated investment
recommendations and monitored existing and prospective investments
- Arranged, conducted, participated and documented interviews with Hedge Fund
- Performed quantitative analysis on fund, peer group and market data; maintained
- Interacted with portfolio management team for potential investments in mandate
- Created monthly reports summarizing sector performance, investment themes and outlooks of investment pool for use internally and externally.
- Built and managed relationships with Hedge Fund managers and industry
0-5 years of experience
- Analyzed investment opportunities using fundamental and technical analysis, developed understanding of capital structures and corporate turnarounds.
- Worked with senior analysts, associates, CFO and Managing Partners in each functional area to research projects, monitor trading activity of focus stocks, client/investment management and prospect for new family office and institutional clients.
- Reviewed monthly financial statements, implemented risk management strategies, and participated in the pricing of the firm’s funds; assets under management grew from $400 million to $900 million.
- Compiled the 2002 and 2003 editions of Bankruptcy Yearbook & Almanac, a bankruptcy resource for corporate professionals and members of the investment community with a focus on distressed, high
- Contributing editor to the Turnaround Letter, published since 1986 with an average annual gain of 14.2% since its inception.
0-5 years of experience
- Used R and VB.Net for risk analytics and statistics at an multi-strategy fund.
- Developed a game theoretic solver for merger arbitrage and integrated it with
- Built arbitrage algorithms on the Quantopian algorithmic trading platform.
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Hedge Fund Analyst
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
