Junior Research Analyst

SummaryThe Junior Analyst role at First Trust Alternative Investment Research (“FT AIR”) is focused on supporting all aspects of the investment due diligence efforts with respect to the firm’s hedge fund, private equity, venture capital, real estate, private credit, and liquid alternatives investments and related co-investment opportunities. The Junior Analyst engages in detailed qualitative and quantitative analysis of a range of alternative investments and is responsible for conveying their findings effectively to the firm’s broader investment team. This role requires analytical and technical skills as well as verbal and written communication skills. The Junior Analyst role sits within the fifteen-person investment research team of FT AIR.Principal ResponsibilitiesPerform qualitative and quantitative assessments of alternative investment managers and strategiesParticipate in calls and meetings with existing and prospective alternative asset managersCompile and distribute formal written notes related to existing and potential investment meetingsFunction as a point of contact for the investment team with prospective and existing portfolio investmentsPerform ad hoc statistical analyses of fund risk exposuresSupport the creation of broader investment committee recommendationsLead the effort to maintain updated firm and fund materials with respect to existing investmentsProvide analytical support to evaluate existing client portfolio investment performanceResponsible for maintaining and improving current investment due diligence work-flow processesProvide operational and investment support for internally managed portfoliosAssist in various ad hoc research projects related to new product developmentParticipate in the creation of market/industry commentary for firm marketing effortsSupport the sourcing of new liquid and alternative investment strategiesQualifications0-2 years of relevant work experience in investment banking, asset management, or related fieldExcellent undergraduate academic recordInterest in or progress toward the CFA designation a plusInterest in understanding hedge fund, private equity, private credit, and real estate strategiesEffective communicator, both written and verbalStrong grasp of statistics used in financial analysisA demonstrated high level of analytical/quantitative skillPassion for the alternative asset management industryAbility to manage simultaneous projects, often with time constraintsSelf-motivated and highly curiousA willingness to travel both domestically and internationally up to 25% of the timeTechnical/Systems SkillsHighly proficient in: Microsoft Excel, Power Point, and WordExperience with: Bloomberg, Morningstar, Preqin, eVestment/Pertrac, LightKeeper, Enfusion a plusCompensation/BenefitsStarting salary: commensurate with experiencePerformance bonusesHealthcare coverage401K with employer matched contributions after 1 year of servicePaid vacation/time off

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