« Back To Search Results

Position: Investor Services Analyst
Job Number: MS04909
Location: NY - New York City
Date Posted: 2019-04-29
Salary Range: $81-100k
Job Summary:

Top global Asset Manager seeking Investor Services Analyst in the HF space

Company Information:

Name: Leading Investment Bank

Job Description:

·         responding to an array of client inquires on their hedge fund investments; enhanced analytics on client and prospect hedge fund portfolios

·         analyzing data from underlying hedge fund managers including underlying positions, exposure information and performance attribution

·         assisting in the preparation of materials for the investment committee

·         maintaining and creating marketing materials

·         producing customized presentations

·         managing the Request for Proposal process (assisting in completion of RFP’s where appropriate)

·         overseeing and completing client reporting for commingled funds, customized accounts, and specialty funds

·         consultant relationship support (including consultant databases, consultant questionnaires and ad hoc consultant requests)

Requirements / Qualifications:

Technical Skill

·         Advanced knowledge of Microsoft Excel

·         Proven mastery of basic functions of task related software (Microsoft Word/PowerPoint, Adobe)

·         Demonstrated understanding of and ability to calculate and interpret various hedge fund quantitative metrics (return calculations, leverage/risk calculations, performance metrics, liquidity)

Role-related Knowledge

·         Good knowledge of markets, securities and investment strategies, including an understanding of hedge fund strategies, fund structures and proprietary products and business lines

·         Demonstrated understanding of firm capabilities based on process/information limitations and compliance restrictions

·         Ability to creatively source and use various information required to meet responsibilities


·         Meticulous attention to detail – output is consistently accurate, thorough and completed within prescribed deadlines, meeting necessary requirements

·         Ability to identify areas of risk and inefficiency in processes and raises them with management  

·         Proactive and forward thinking


·         Excellent analytical and communication skills

·         Ability to work closely and interact with senior management

·         Accountable for their work and receptive to constructive feedback

·         Able to multi-task and effectively manage their own time

·         Is a collaborative team player, always willing to assist colleagues and approaches all tasks with a positive attitude

·         Builds relationships around the firm

Candidates should also have 1- 2 years’ experience in the finance industry and an undergraduate degree is required.

Enter email address to receive our job alerts.

Explore our Career Center and familiarize yourself with ways on how you can build and improve your resume, cover letter, and interviewing skills.

 Resume Writing Tips
 Cover Letter Tips
 Interview Tips
 Financial Glossary