Hedge Fund Research Specialist
Listed on 2026-07-18
-
Finance & Banking
Portfolio & Asset Management, Capital Markets, Financial Analyst, Wealth Management
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.
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
- 5+ years’ investment experience, including experience in hedge funds
- CFA preferred.
- 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.
- Bachelor’s or master’s degree with strong academic record required
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 Available offerings may vary by jurisdiction, job level, and date of hire.
EqualEmployment Opportunity Statement
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
Reasonable Accommodation & EEO Policy StatementIf you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility w Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).