Hedge Fund Research Analyst, Assistant Director

About Us

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.

As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

WMUK Fund Investment Team

A vacancy has arisen for an individual to support the Head of Fund Investments in UK Wealth Management. The Head of Fund Investments, reporting directly to the Co-Heads of Investment, is accountable for the sourcing, due diligence, and monitoring of all open-ended and closed-ended funds which are managed by third parties but held in discretionary R&Co WM UK model portfolios.

Overview of role

We are currently looking to add a Hedge Fund Research Analyst as part of the Fund Investments team. A successful candidate will support all of and ultimately lead some of R&Co WM UK’s primary research activity, from idea generation through to full due diligence, as well as serve the same function for ongoing monitoring of existing third-party fund investments. The role will also require regular engagement with the Co-Heads of Investment, the Client Adviser teams, as well as many other internal and external stakeholders. The primary focus of research efforts will be on diversifying strategies. These are mainly found in liquid alternative funds such as CTA and Tail Risk strategies. The secondary focus will be on equity long-only strategies with high active share.

Responsibilities

• Deep understanding of the investment cases for the various third-party strategies which R&Co WM UK currently invests in on behalf of clients, including hedge fund and long only styles.
• Origination and deep due diligence of hedge fund and long only strategies to be added to discretionary portfolios.
• Manage weekly, monthly, quarterly, and annual fund research & monitoring cycle tasks / processes.
• Support operational due diligence efforts, both internally conducted and outsourced.
• Liaise with R&Co WM UK client advisers and investment committee regarding the investment cases for existing and prospective third-party strategies.

Desirable experience

• Previous experience in an investment-focused organization is essential.
• 5-15 years’ experience in a fund selection role.
• Working knowledge of derivatives and options strategies.
• CAIA or CFA qualification is a plus.
• Programming or data science experience is a plus.
• High level of writing proficiency and report writing.

Other requirements

• Highly organised & reliable, strong communication skills, commercial acumen, and a fine attention to detail.
• Passionate about businesses, trading, quantitative finance, or all of the above.
• Process-oriented.
• Proactive self-starter, proficient time management and multi-tasking.
• Professional demeanor, strong interpersonal skills, and a team player.
• Ability to travel overseas.
• Willingness to attend company events.

One reason for the long-term success of our business is the importance we place on being principled. It is this belief that drives both the way we work with our clients and the way we hire, manage and develop our people – and we look for the same qualities from them in return. Our teams reflect the diverse needs of our clients, businesses and the markets we operate in around the world. We value, and seek to maintain, an eclectic mix of skills and backgrounds – encouraging everyone to come together to share their perspectives for the good of each other, the business and our clients.