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For Companies At a Glance
- Tasks: Support research and due diligence for hedge fund investments and monitor existing portfolios.
- Company: Join Rothschild & Co, a prestigious global financial services group with over 200 years of history.
- Benefits: Enjoy a supportive work environment, opportunities for growth, and a focus on diversity and inclusion.
- Why this job: Be part of a team that values long-term investment strategies and makes a meaningful impact.
- Qualifications: 5-15 years in investment roles; CAIA or CFA preferred; strong communication and analytical skills required.
- Other info: Opportunity to engage with top-tier clients and travel internationally for company events.
The predicted salary is between 43200 - 72000 £ per year.
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.
Rothschild & Co. WM UK
At Rothschild & Co Wealth Management we offer an objective long-term perspective on investing, structuring and safeguarding assets, to preserve and grow our clients’ wealth. We provide a comprehensive range of private wealth services to some of the world’s wealthiest and most successful families, entrepreneurs, foundations and charities. In an environment where short-term thinking often dominates, our long-term perspective sets us apart. We believe preservation-first is the right approach to managing wealth.
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 (“Funds”) but held in discretionary R&Co WM UK model portfolios. Today, R&Co WM UK invests discretionary capital in Funds managed by around 30 different third-party managers, across over 50 different legal structures, and hundreds of share classes
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
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Hedge Fund Research Analyst, Assistant Director employer: Rothschild & Co
Contact Detail:
Rothschild & Co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hedge Fund Research Analyst, Assistant Director
✨Tip Number 1
Familiarise yourself with the specific hedge fund strategies that Rothschild & Co focuses on, particularly liquid alternatives like CTA and Tail Risk strategies. Understanding these areas will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the investment sector, especially those who have experience in fund selection roles. Attend industry events or webinars to connect with potential colleagues and gain insights into the company culture at Rothschild & Co.
✨Tip Number 3
Stay updated on market trends and news related to hedge funds and long-only strategies. Being well-informed will not only boost your confidence but also demonstrate your passion and commitment to the field during discussions with interviewers.
✨Tip Number 4
Prepare to discuss your previous experiences in investment-focused organisations, highlighting any relevant projects or achievements. Be ready to explain how your skills align with the responsibilities of the Hedge Fund Research Analyst role at Rothschild & Co.
We think you need these skills to ace Hedge Fund Research Analyst, Assistant Director
Some tips for your application 🫡
Understand the Role: Before you start writing your application, make sure you fully understand the responsibilities and requirements of the Hedge Fund Research Analyst position. Tailor your application to highlight how your skills and experiences align with the specific needs of Rothschild & Co.
Craft a Strong CV: Your CV should clearly outline your relevant experience in investment-focused roles, particularly in fund selection. Emphasise any qualifications like CAIA or CFA, and include specific examples of your work with hedge funds or long-only strategies.
Write a Compelling Cover Letter: In your cover letter, express your passion for quantitative finance and your understanding of the investment landscape. Discuss your previous experiences that demonstrate your ability to conduct due diligence and manage research processes effectively.
Proofread and Edit: Before submitting your application, take the time to proofread and edit your documents. Ensure there are no grammatical errors and that your writing is clear and professional. A well-presented application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Rothschild & Co
✨Know Your Funds
Make sure you have a deep understanding of the various hedge fund and long-only strategies that Rothschild & Co currently invests in. Be prepared to discuss specific funds, their performance, and how they fit into the overall investment strategy.
✨Demonstrate Analytical Skills
Showcase your ability to conduct thorough due diligence and analysis. Prepare examples from your previous experience where you successfully evaluated investment opportunities or managed fund research processes.
✨Engage with Stakeholders
Highlight your experience in liaising with different teams, such as client advisers and investment committees. Be ready to discuss how you can effectively communicate complex investment cases to various stakeholders.
✨Showcase Your Passion
Express your enthusiasm for trading, quantitative finance, and the investment industry as a whole. Share any relevant experiences or projects that demonstrate your passion and commitment to the field.
