Hedge Fund Due Diligence Associate

Associate Hedge Fund Due Diligence

You are a strategic thinker passionate about driving solutions in “Alternatives”. You have found the right team

 As a Hedge Fund Due Diligence Professional, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment. You will support the sourcing, underwriting, and monitoring of hedge funds, primarily Long/Short Equity and Event-driven including analysis of fund performance and investments along with related data maintenance.  

Job responsibilities

• Collaborate with sector leads to comprehensively underwrite new investments using qualitative and quantitative analytical skills.
• Evaluate potential hedge fund investments and monitor existing investments across various financial and investment topics, such as portfolio construction, liquidity, options, and risk management.
• Articulate the investment underwriting process to external managers and investors, conveying knowledge and credibility.
• Serve as the central contact for third-party hedge fund managers.
• Maintain and analyze both recurring and bespoke data related to hedge funds. Create annual fund decks with deep dives into performance and attributions
• Develop strong relationships with Specialists, Structuring, Portfolio Managers, Operational Due Diligence, and Asset Class Leaders.
• Represent the Private Bank within the industry with professionalism and expertise.
• Demonstrate strong teamwork and interpersonal skills in a collaborative environment.
• Utilize strong quantitative and analytical abilities to support investment decisions.
• Communicate effectively through written and verbal presentation skills.

Required qualifications, capabilities, and skills:

• At least 4 years of relevant investment experience.
• Experience within hedge fund allocation and/or equities 
• Strong quantitative/analytical abilities as well as written/verbal presentation skills.
• Ability to represent the Private Bank within the industry.
• Strong teamwork and interpersonal skills.

Preferred qualifications, capabilities, and skills:

• CFA, CAIA, or MBA preferred but not necessary.

 

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Experience Level

Mid Level