Albourne is an industry-leading investment consultant providing advisory services on alternative investments. They are seeking a Hedge Fund Investment Due Diligence Associate Analyst to support manager selection, investment due diligence, and strategy analysis focused on Credit strategies.
Responsibilities
- As a member of the research team, the primary responsibility of a HF IDD Associate Analyst is to assist HF IDD Senior Analysts and other colleagues in maintaining and expanding Albourne’s coverage of Hedge Fund Credit offerings
- The primary deliverable is a written research report based on qualitative and quantitative analysis
- The due diligence process includes meetings with managers, involving site visits, analysis of documentation and performance reviews, together with telephonic or personal reference checks
- Company “best practices” in respect to Hedge Fund IDD should be followed
- Fund coverage includes initiating “new” research and ratings on Hedge Fund credit offerings, as well as assisting with ongoing monitoring of funds to ensure accuracy of existing ratings
- Assist in providing ongoing monitoring of Open Protocol reports of IDD funds in the given strategy and help in commenting on breaches in a timely manner
- In addition to preparing written research reports, HF IDD Associate Analysts are responsible for developing and monitoring peer groups, drafting internal meeting notes, coordinating diligence call schedules and ensuring the predefined research process is adhered to
- To coordinate with others within the firm covering related strategies (including other silos and functions) to share information and to improve the quality of HF IDD and other reports and recommendations
- To the extent possible, HF IDD Associate Analysts should help build relationships between Albourne, the client, and covered managers to assist with client access to preferred funds
- Assist HF IDD Senior Analysts in the periodic production of strategy comments and forecasts for Hedge Fund Credit strategies
- Assist in the production and maintenance on the extranet of research outlining the key attributes, trends, and drivers of a given strategy
- Identification of any additional tools or analytics which will enhance the accuracy of ratings and fund selection or communicate our opinions more clearly
- With the assistance of others and as directed, clearly communicate to clients by phone or email Albourne’s house opinions on the given strategy or fund as well as meet any follow‑up or related client requests
- Help ensure HFDB (internal database) is maintained with up‑to‑date information, including relevant emails and records of meetings and calls
- Meet deadlines imposed by management and clients
- If circumstances hinder the ability to meet a deadline, Associate Analysts are responsible for effectively communicating with management and clients the reasons for delay and timing expectations
- Participation on internal group calls to transfer knowledge of Hedge Funds within the group
- Support business development activities, including involvement in client marketing and portfolio construction as needed
- Support any Albourne initiatives and act as an ambassador for Albourne at industry events
- Other ad hoc projects as assigned by Head of Hedge Fund IDD or by Line Manager
Skills
- University graduate or equivalent with 1-5 years of related experience and knowledge of hedge funds
- Possession of or progression towards relevant professional qualifications (e.g., CFA, CAIA) is an asset
- Proficiency in Microsoft 365, including PowerPoint, Word, Outlook, Teams, and Copilot, with advanced skills in Excel
- Literate in financial markets and terminology
- Knowledge of Bloomberg
- Excellent written and oral communication skills
- Proactive self-starter, proficient in time management and multitasking
- Professional demeanor with refined interpersonal skills
- Willingness and ability to travel to the U.S. and internationally, as required
Benefits
- Competitive total rewards including a discretionary bonus scheme and optional GRSP with employer contributions
- Flexible work options, with hybrid arrangements available where possible
- Generous paid time off, inclusive of vacation leave
- A focus on professional development through internal learning opportunities, support for relevant certifications, and a dedicated internal mentorship program
- Comprehensive health benefits including dental, vision, and mental health support
- Wellness programs and sponsored volunteering opportunities
- A welcoming culture that embraces diversity and fosters equity and belonging for all
- Office celebrations, events, and weekly social hours
- Casual dress and a collaborative, collegial team environment
Company Overview
Albourne¹ was established in London in March 1994 as an independently owned advisor specializing in alternative assets. It was founded in 1994, and is headquartered in London, England, GBR, with a workforce of 501-1000 employees. Its website is http://www.albourne.com.