Hedge Fund Analyst Resume Sample
Marilie Satterfield
132 Emory Brook,
Chicago,
IL
+1 (555) 857 3080
Work Experience
Senior Analyst, Hedge Fund Acctng
04/2016
-
PRESENT
Dallas, TX
- Business exposure to Equity or Credit or at least some complex derivative products like CDS, IRS, TRS & other OTC products
- Related work experience in a Financial Institution relevant industry experience
- Manage the daily processing and settlement of FX transactions (spot, forwards, options) for clients
- Oversee the FX Exposure offering and provide support to clients
- Perform trade matching and affirmation for FX trades on trade date between the client and its counterparties
- Communicate trade discrepancies to internal partners and assist in resolving mismatches between the client and its counterparties
- Assist in the development of a scalable, controlled and transparent cash processing work flow for all FX activity
- Effectively communicate with IT to test and implement development and enhancements of our FX offering
- Coordinate connectivity with client’s banks, custodians and prime brokers through SWIFT
Hedge Fund Analyst
01/2014
-
01/2016
Houston, TX
- Thorough knowledge of the Bank Debt asset class, including Primary and Secondary market trading; some exposure to
- Review of constitutional documentation alongside qualitative, quantitative and financial analysis to establish internal credit ratings and risks at both the hedge fund group and individual fund level
- Experience in a client service, sales support or marketing role in the Hedge Fund or Private Equity industry is desirable but not required
- Proven ability to build and maintain client relationships, including cold calling
- Relevant experience in a client service, sales support or marketing role in the Hedge Fund, Private Equity or Asset Management industry is required
- An existing network within the Hedge Fund industry is beneficial
- Prepare and confirm fee calculations due to hedge funds and counterparties
- Support various front office teams with respect to hedge fund prices and valuations
Hedge Fund Risk Analyst Summer Intern
07/2008
-
12/2013
Detroit, MI
- Administer account implementation process and effectively communicate status to internal partners
- Escalate issues and signoff on daily process requirements
- Understanding and reconciliations of transactions, security positions and cash activities. Financial instruments type include but not limited to
- OTC products – Swaps, CFD, etc
- Futures and Options
- Custody, Bank & Prime Broker Accounts
- Analyse security and cash positions to identify discrepancies between customer’s position and counter party
- Good understanding of process flow for reconciliation process
- Understand risks associated with breaks and trade mismatches
Education
Washington State University Vancouver
2003 - 2007
Bachelor's Degree in Finance
Professional Skills
- Excellent team management and motivation skills
- Highly motivated individual with strong interpersonal and time management skills
- Work experience in a Financial Institution relevant industry experience
- Effectively manage daily priorities and workload within provided timelines
- Analyze and identify discrepancies between client’s position and counterparties with good troubleshooting skills
- 3– 10 years of experience in public accounting, fund accounting or utilities/renewable energy industry
- Strong understanding of Generally Accepted Accounting Principals
How to write Hedge Fund Analyst Resume
Hedge Fund Analyst role is responsible for modeling, troubleshooting, finance, credit, securities, training, database, security, accounting, trading.
To write great resume for hedge fund analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Hedge Fund Analyst Resume
The section contact information is important in your hedge fund analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Hedge Fund Analyst Resume
The section work experience is an essential part of your hedge fund analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous hedge fund analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular hedge fund analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Hedge Fund Analyst resume experience can include:
- Prior work experience: no specific experience required
- Good understanding of lifecycle events of bank loans like rate sets, PIK, pay downs etc. , including settlement of Bank loans
- Deep understanding and/or experience with alternative investments
- Learn fast and utilize in-house softwareStrong understanding of markets, finance, financial statements and corporate events
- Prioritize time accordingly to handle requests while understanding the importance of the same
- An engaging personality and be a good fit with the team’s entrepreneurial culture
Education on a Hedge Fund Analyst Resume
Make sure to make education a priority on your hedge fund analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your hedge fund analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Hedge Fund Analyst Resume
When listing skills on your hedge fund analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical hedge fund analyst skills:
- Effectively communicate with IT to test and implement development and enhancements of cash management offering
- Liaison effectively with team members, internal groups and external counterparties to resolve discrepancies in a timely and efficient manner
- Good understanding of the basic accounting principles and procedures, familiarity with the Financial markets and instruments
- Serve as a liaison to Investor Services on all new subscriptions to ensure proper AML checks prior to effecting cash to the appropriate location
- Around 3-8 years of work experience related to Regression Testing, Quality Assurance and/or Quality Control of software development projects
- Experience working on projects under Scrum/Agile methodology
List of Typical Experience For a Hedge Fund Analyst Resume
1
Experience For Senior Analyst, Hedge Fund Acctng Resume
- Note: Strong oral and written communication in English required for purposes of negotiation
- Collaborating across colleagues on research and supporting senior research members
- Standardized test score requirements: at least 700/800 on quantitative exams; at least 650/800 on verbal and writing exams
- Manage contact information across approved and prospective hedge funds, and ensure that manager files are up to date and complete on an ongoing basi
- Understand that this role only offers summer employment- this is not part of Citi’s rotational programs
2
Experience For Hedge Fund Performance Analyst Resume
- GPA requirement: at least 90% of max GPA (e.g. 3.6/4.0 or 4.5/5.0)
- Develop investment recommendations for the co-lead Portfolio Manager based on fundamental and relative value analysis within the analyst’s coverage universe of 10-15 companies
- Demonstrated technical and analytical skills, including ability to write code, think creatively and solve “non-textbook” problems
- Curious problem solver who can work independently and collaborate with associates across the firm
- Secure all essential documentation for the hedge fund research and monitoring processes (audits, partnership agreements, return history, portfolio statistics, reference lists, background checks)
- Enter portfolio statistics provided by hedge funds into the risk analytics database, ensuring proper interpretation of various heterogeneous and complex forms of risk reporting
3
Experience For Mid / Senior Level Hedge Fund Analyst Resume
- Work on portfolio construction for Fund of Fund portfolios
- Participate in various group wide research and portfolio proposal initiatives
- Review of fund accounting records, financial statements, partners’ capital account statements, tax returns, K-1 forms and capital calls/distribution allocation files and letters
- Data analysis that is needed for the corporate accounting team (including Economic Net Income models, budget, AUM, etc.)
- Manage capital process, including evaluation of carried interest models
- Participation in the review of quarterly investment valuation and presentation to sub-committee
- Complete responses to investor correspondence, inquiries, and requests
4
Experience For Fund of Hedge Fund Analyst Resume
- Process new hedge funds for an initial period until steady state (i.e., 6 months). Once stable, work with the Mumbai office on the ongoing production processing of hedge funds
- CIPM and/or CFA designation or demonstrated progress towards one is an asset
- Support strategic initiatives and new fund launch campaigns with the goal of targeting new AI growth opportunities
- Draft positioning pieces and quarterly updates for hedge fund managers available on the AI platform
- Analytical approach to solving complex problems
5
Experience For Hedge Fund Counterparty Credit Risk Credit & Portfolio Analyst Resume
- General knowledge of details related to stocks, bonds, futures, fwrds, options and other traded instruments
- Develop investment recommendations for the lead Portfolio Manager based on fundamental and relative value analysis within the analyst’s coverage universe of 10-15 companies
- Work directly with the lead Portfolio Manager to answer questions regarding credit concerns, industry changes, and relative value mispricings
- Communicate and negotiate with all parties involved on all points above.unicate with hedge fund manager to identify the appropriate provider of their position data for a given hedge fund (e.g., hedge fund, fund administrator, prime broker, and custodian)
- Report progress and status to management (status of funds in queue, metrics for on-boarding, etc
6
Experience For Hedge Fund Services Over the Counter Analyst Resume
- Responsible for generating various performance and sales reports for AI Distribution Team and senior leadership
- Prepare marketing presentations for client meetings and advisor events
- Utilize in-house proprietary models to generate custom portfolio solutions and analytics for client opportunities of $5M or more in new AI assets
- Gather and summarize market and product specific data for use in advisor and/or client meetings
- Attention to detail and accuracy of work is paramount
- The key purpose of the role is to enhance our hedge fund analysis in order to accommodate the Bank’s business with hedge fund counterparties
7
Experience For Hedge Fund Technical Analyst Resume
- The incumbent would be part of the London office of a global hedge fund team responsible for covering global hedge fund risk: specifically, hedge funds primarily engaged in trading OTC and listed derivatives with SG, managing the risk of financing facilities for funds of funds and structured hedge fund-linked derivatives
- The role requires a person good knowledge and experience in risks associated with trading and hedge funds, encompassing both knowledge of the funds and the products involved
- Write detailed research reports
- Motivated to support senior analysts and directors with their responsibilities
- Organize thoughts and document conclusions
- Familiarly with various risk measures at hedge fund and fund of fund level
- Proficiency in fixed income mathematics, derivatives strategy / valuation, and security analysis desirable
8
Experience For Hedge Fund Accounting Analyst Resume
- An extensive health benefit program
- Cash and Position break resolution for various other corporate action related breaks
- Follow-up and interaction with various third parties to resolve different breaks
- Preparation of forecast report for various corporate action related events
- Event set-up for various optional dividends on the basis of information provided by various third party sources
9
Experience For Senior Analyst, OTC Hedge Fund Services Resume
- Set-up of various voluntary/mandatory corporate action events
- Identify and document new procedures and controls
- Understand and minimize risks associated with corporate actions lifecycle
- Exposure to multiple different hedge fund strategies
- Analyze bugs and clearly communicate detailed examples with steps to recreate
10
Experience For Asset Management GWM Hedge Fund Analyst Resume
- Manage defects, testing-related project risks, reporting, test status meetings/updates and communications within project/release as well as to Project Managers/Business leads
- Establish, build and maintain effective working relationships with key partners internal and external to the organization
- Responsible for providing timely response to queries and finding resolution to avoid repetitive actions
- Report and analyze financial data to be disseminated to Fund Administrator’s clients
- Calculation of Incentive Fee and Management Fee
- Understand and minimize risks associated with breaks and trade mismatches
- Issue escalation and resolution of aged breaks on a timely manner
List of Typical Skills For a Hedge Fund Analyst Resume
1
Skills For Senior Analyst, Hedge Fund Acctng Resume
- Assist in the development of a scalable, controlled and transparent cash processing work flow for all client cash activity including investor redemptions/subscriptions, margin/collateral movements and swap cash flows
- Coordinate connectivity with client’s banks, custodians and prime brokers through SWIFT. Establish protocol for connectivity to further our objective to become counterparty agnostic
- Identify potential cash and collateral management service offerings that would compliment our Administration offering. Perform the appropriate analysis and present findings to the team and management
- Self-motivated with strong work ethic and good interpersonal skills
- Excellent work ethic, as well as strong teamwork and communication skills
- Zero to 4 years’ prior work experience
- Communicate effectively with advisors and other research professionals
- Solid understanding of Global Capital Markets
- Experience within the areas of Hedge Fund Research and Investment, Equity Long / Short, Asset Allocation or Pension Funds
2
Skills For Hedge Fund Performance Analyst Resume
- Hedge Fund Research / Due Diligence experience
- Experience in Credit Risk Management for non-leveraged and leveraged funds
- Broad knowledge and experience in different Hedge Fund Strategy
- Work experience in a Financial Institution in related activities
- Min. 5 years' experience in Macro or Fixed Income Relative Value hedge fund research
- Experience in the finance industry
- Exposure and experience in Hedge fund research and risk management
3
Skills For Mid / Senior Level Hedge Fund Analyst Resume
- Experience in financial environments
- Prioritize time accordingly to action trade breaks by timelines
- Visiting Hedge funds, documenting meeting and filing meeting notes
- Demonstrating that planning activities and decision-making are done with the appropriate consideration for the level of risk involved
- Supporting senior FOF risk/research team in collecting data and creating risk reports
- Understanding of finance, including Modern Portfolio Theory
- Working knowledge of common types of securities including equity, debt, and derivatives
- Monitoring of all outstanding entitlements
- Checking out of various exceptions in different security set-ups and fixing the same
4
Skills For Fund of Hedge Fund Analyst Resume
- Reviewing various corporate actions events such as splits, mergers, rights offering etc on Bloomberg to ensure the static data is up to date
- Willing to accept all types of assignments
- Reviewing various corporate actions on different third party sources to ensure the static data is up to date
- Contacting various third party vendors to gather information and follow-ups
- Understanding of trade settlement procedures
- Understanding the settlement of cash flows associated with various financial instruments
- Working on Hedge funds and private equities
- Understanding of day to day operational activities of fund of fund investments & private equity & private Fixed Income
- Understanding of day to day operational activities of Alts & Private securities
5
Skills For Hedge Fund Counterparty Credit Risk Credit & Portfolio Analyst Resume
- Understanding of various financial instruments and the cash movements for the same
- Participating in and writing reports on economic drivers behind HF strategies
- Researching Hedge Fund across multiple different strategies
- Set-up of various OTC products by following client instructions and checking various contracts involved
- Execute testing of new system functionality and regression testing of complex proprietary software
- Data scrubbing through exception reports and fixing it as per SLD
- Responsible for performing regression testing to enhance our system’s capability
6
Skills For Hedge Fund Services Over the Counter Analyst Resume
- Involved in process re-engineering to create efficiencies and building robust controls for the process
- Support the investment process by identifying compelling hedge fund managers globally
- Interest in investment management, alternative investments, quantitative analytics, and marketing
- Proficiency in portfolio construction and understanding the importance of alternative investments
- Perform both positive and negative testing as part of UAT
- Perform regression testing
- Basic understanding around portfolio construction
- Knowledge of Excel or modelling is preferable but not essential
- Generous training allowance program
7
Skills For Hedge Fund Technical Analyst Resume
- Break resolution for various dividend breaks being sent by reconciliation team for cash reconciliations
- Carries out complex activities while understanding the various business impact
- Follow-up with various shared service requests and ensuring the timely completion of the same
- Set-up of various financial security types into the system by following different external sources of information like Bloomberg, Reuters etc
- Creation and maintenance of securities that are being created
8
Skills For Hedge Fund Accounting Analyst Resume
- Clearly document bugs to be reported to technology vender with full support describing the issue
- Maintain all test-related project artefacts, project plans and provide scoping and estimated timelines for larger scale test requests
- Review of monthly fund and business entity closing summaries for Fund Administrator
- Preparation of Operating expense entries, Balance Sheet and Income statement
- Interact with clients and other Hedge Fund Administrator teams to obtain understanding
9
Skills For Senior Analyst, OTC Hedge Fund Services Resume
- Consistently look to streamline and automate the reporting/analytical process with the
- Trade processing, confirmations and cash settlements
- Respond quickly and accurately to queries in a high volume, time sensitive, fast paced trading environment
- Process documentation and training to new hires
- Trade processing and cash settlements
- Interface directly with both quantitative and financially sophisticated practitioners
10
Skills For Asset Management GWM Hedge Fund Analyst Resume
- Proficiency in Microsoft Excel, Word and PowerPoint presentations
- Proactive and capable to handle multiple tasks under extremely time sensitive conditions
- Position reports to Consultant Lead / Senior Consultant
- Interface directly with clients, client’s intermediaries and MS sales force
- Relevant credit experience covering hedge funds or financial institutions; open to candidates with issuer risk, traded credit risk, structured credit transaction experience
- Detailed-oriented and well organised
- Perfect English, both written and spoken
- Proficient in Microsoft Office tool, in particular Excel
List of Typical Responsibilities For a Hedge Fund Analyst Resume
1
Responsibilities For Senior Analyst, Hedge Fund Acctng Resume
- Trade processing and cash settlement
- Carries out complex activities which have significant impact on the daily deliverables
- Preparation of investor allocation/PnL distribution to the investors
- Investor statements preparation and distribution
- Knowledge of financial products like, Equity, Derivative instruments, IPO, etc
2
Responsibilities For Hedge Fund Performance Analyst Resume
- Interact with clients and other Hedge Fund Administrator teams to obtain information
- Prepare financial highlights and shareholders statements on quarterly/annual basis
- Break Resolution of fixed income instruments like MBS, ABS, Bank Loans/ syndicated loans, privately held securities
- Sound knowledge of various financial instruments like Mortgage bonds, securitization, private equities & mutual funds
- Liaison effectively with team members, internal groups and external counterparties including NT Custody Services and Execution with NT as well as external parties
- Liaison effectively with team members, internal groups and external counterparties including executing brokers and clients to resolve discrepancies in a timely and efficient manner
- Investment Process Execution
3
Responsibilities For Mid / Senior Level Hedge Fund Analyst Resume
- Of funds’ activities
- And their investors
- Assessment - Performing hedge fund due diligence on a portfolio of funds assigned, including the review of relevant documentation, analysing investment and operational risks, performing background checks, arranging and attending on-site due diligence meetings and drafting well-written, cogent, due diligence documents. Assist in opining on transactions and associated risks
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