Senior Research Analyst - Marketable Alternatives

Position: Senior Research Analyst - Marketable Alternatives

Location: Carlsbad, CA;
Chicago, IL;
Portland, OR;
Westwood, MA

Job : 603

# of Openings: 1

• Work directly with the MALTS and broader Public Markets investment team to perform and support manager due diligence, portfolio construction, investment research, and other ad‑hoc projects.
• Meet with and conduct in‑depth analysis on marketable alternative investment managers, primarily focusing on hedge funds, hedge fund of funds, and other liquid alternative investment strategies, to research and evaluate their capabilities.
• Participate in and coordinate investment manager searches for clients.
• Produce client deliverables and present research and recommendations to existing and prospective clients.
• Conduct research that contributes to improvements in the quality of the company’s investment advisory services, including writing white papers.
• Engage with internal committees and decision‑making bodies.
• Develop and maintain comprehensive financial models to evaluate investment opportunities and performance metrics.
• Collaborate with internal consultants and external fund portfolio managers to formulate investment strategies and asset allocation decisions.
• Prepare detailed investment reports and presentations for senior management and investment committees.
• Monitor and analyze market trends, economic indicators, and industry developments to inform investment decisions.
• Maintain and update databases of marketable alternatives investments and performance data.
• Assist in the development and implementation of risk‑management strategies for marketable alternatives portfolios.
• Establish and maintain relationships with investment managers, industry analysts, and other key stakeholders.
• Provide mentorship and guidance to junior analysts and contribute to team development initiatives.

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field;
  Master’s degree preferred.
• Preferred 8 years of experience in the investment industry, ideally reviewing hedge funds or hedge fund of fund investments; or at least 6 years of relevant experience with an advanced degree (such as a Master’s or higher).
• Strong quantitative skills, including facility with financial and statistical concepts.
• Superior verbal and professional writing skills.
• Excellent computer skills, including proficiency with Microsoft Word and Excel; experience with financial modeling and data analysis tools such as eVestment, Fact Set, or similar platforms.
• Proven analytical skills with the ability to interpret complex financial data and market trends.
• Experience with due diligence processes for assessing investment opportunities.
• Excellent attention to detail and ability to work efficiently and accurately under time pressure to meet deadlines.
• Ability to work independently, proactively seek new responsibilities, and thrive in a team‑oriented environment.
• Solid interpersonal skills and ability to work well with employees from other company departments.
• Familiarity with regulatory and compliance standards related to alternative investments.
• Demonstrated ability to manage multiple projects and deadlines in a fast‑paced environment.
• Ability to work independently and collaboratively within a team.

Competitive compensation, core insurance benefits, time‑based benefits, flexible schedules, and support for continuing education.

All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, ancestry, gender identity, genetic information, age, sexual orientation, pregnancy, medical condition, disability, marital status, veteran or military status, relationship or association with a protected veteran, or any other characteristic protected by federal, state, or local law.