Research Analyst - Absolute Return

Prime, Buchholz & Associates is an independent investment consulting firm. We serve a variety of institutional investment programs including the following: Endowments, Foundations, Health Care Systems and Insurance Organizations, Pension Funds, and high net worth individuals. Through our investment consulting services, the experience of the principals, as well as our complete commitment to providing personalized services, Prime, Buchholz & Associates becomes a dedicated and comprehensive resource to both the Board and executive management. Services that we provide include but are not limited to the following: investment policy structuring, asset allocation modeling and planning, investment performance evaluation, investment manager search and selection, custodial bank evaluation and selection, manager/custodial/transaction cost analysis, and special studies. Prime, Buchholz & Associates is registered as an investment adviser with the SEC.

We are currently searching for a Research Analyst to work in our Boston, MA location or our headquarters in Portsmouth, NH to focus on Absolute Return.

 

The primary responsibility of the Research Analyst is to conduct investment manager research focusing on the Absolute Return space as well as performing broader investment industry research. 

 

Responsibilities

·  Lead the research process within the Absolute Return asset class

·  Meet with hedge fund managers and be responsible for conveying meeting summaries and recommendations to PB&A and our clients through verbal and written communication

·  Present research and manager recommendations to the investment committee

·  Direct the manager selection process through the coordination and review of due diligence materials

·  Perform special studies that may include research on various topics such as current investment themes, spending analysis, asset/liability matching, performance attribution, and asset allocation modeling

·  Prepare and present market commentary, reports, presentations, and various other documents for clients

·  Assist in the quarterly client reporting process through the compilation of market and manager performance commentary

·  Regularly review relevant trade journals to identify industry trends and/or material events

·  Work as part of a team with other senior investment professionals

 

Qualifications

·  Bachelors degree in Finance or business related field; Advanced degree and/or CFA designation (or progress toward these credentials) preferred

·  7+ years of investment industry experience

·  Previous experience performing due diligence on investment managers or other relevant asset class experience

·  Experience with hedge fund strategies and derivative securities preferred

·  Must be a team player with effective time management skills and the ability to multi-task

·  Strong verbal and written communication skills, as well as analytical aptitude, are strongly preferred

·  Ability to work independently with minimal supervision