Private Client Group Analyst

  • Location: Rowayton, CT, Connecticut
  • Type: Perm (Contingency)
  • Job #30816

Compensation: $95,000-$150,000 + bonus

Location: Rowayton, CT

Multi-billion global macro hedge fund is looking for a Private Client Group Analyst to join the team. The Private Client Group is responsible for marketing quantitative and discretionary macro investment strategies to private wealth platforms and their underlying advisor relationships.

Highlights About the Company & Position:

  • Serve as a key liaison between the firm and its accredited and QP private wealth clients and prospective investors.
  • Help the  team identify and pursue new relationships with alternative investment users within these channels.
  • Responsible for fielding calls from sales desks and financial advisors to help the team effectively communicate updates on the firm’s investment strategies, fund performance and risk data, and market outlook.
  • Manage complex partner, sales desk, and financial advisor needs (questions, reporting needs, updates, analysis, etc.)
  • Analyze distribution partner data to help with ‘smart prospecting’.
  • Implement and maintain consistent, proactive process with marketing teams to push content, share ideas, tell the story.

Requirements/Qualifications:

  • Bachelor’s degree and 3-10 years’ relevant experience including experience with alternative investment strategies and knowledge of the financial markets.
  • Prior alternative investment sales desk experience.
  • Ability to represent the firm professionally with internal and external contacts.
  • Experience with quantitative and/or discretionary macro trading strategies, or related fields.
  • Strong familiarity with private wealth distribution channels and process.
  • Strong presentation and public speaking skills and an ability to interact with investors in a substantive manner.
  • Strong organizational skills and ability to analyze and curate investor data to help generate leads.
  • Series 3 and NFA swaps proficiency exams will be required.

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

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Job ID: 30816