Administrative and Research Assistant

Must have 1-3 years of Investment Research experience

Responsibilities

·         Desire to work closely with a small hedge fund team with responsibilities ranging from administrative support to investment research/analysis.

·         Take ownership and responsibility for the smooth day-to-day operation of the office.

·         Identify, investigate, and implement practices that continuously improve the work flow and general conditions of the office environment.

·         Act as office liaison for all corporate/business functions including but not limited to HR, compliance, marketing, building management, IT, telecom, and video conferencing.

·         Coordinate timely preparation of marketing materials including attribution reporting for all prospect and client meetings.

·         Complete and manage all soft dollar requests for the team

·         Work with portfolio managers and an analyst to better understand critical industry and fundamental stock drivers

·         Update industry screens, gather monthly industry data, perform other ad-hoc data requests

·         As proficiency for role is developed assist with additional research roles including but not limited to: attend third-party sponsored events to gather information and summarizing for team, listen to company earnings calls and write summaries, and create/maintain financial models for stocks

·         Work with various company financial statistics, discerning key items from financial reports and reporting in summary to investment professionals
Back-up other Research Assistants when needed.