Principal - Public Market Funds Research Analytics
Principal - Public Market Funds Research Analytics
Posted on :
10-04-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
Overview
Westcourt is hiring a Principal on its Research & Analytics team who will focus on both traditional and alternative public market investment funds. The Principal will be responsible for conducting research and analysis to identify evaluate and recommend investments appropriate for Westcourt clients. While focused on funds investing in the public markets (e.g. ETFs Hedge Funds Structured Notes) the Principal will also participate in regular internal research meetings exploring exposure to all asset classes.
Responsibilities
The Principal will be responsible for the due diligence and ongoing monitoring of investment funds performing the following tasks:
- Conducting research and due diligence on traditional and alternative investment products strategies and funds;
- Managing the due diligence process and postinvestment monitoring and generating performance updates of traditional and alternative investment funds;
- Creating and maintaining detailed financial models;
- Preparing presentations and written due diligence reports on new public investment opportunities and funds;
- Responding to advisor queries about specific investment fundrelated questions and providing analysis and fund analytics to support commentary;
- Monitoring market trends and the entire public investment fund universe to evaluate opportunities risks and new liquid investment products;
- Developing relationships with investment fund management firms and with management teams in connection with due diligence and postinvestment monitoring; and
- Performing other duties and adhoc projects as required.
Qualifications
Westcourt is looking for a team player who enjoys a highperformance culture and who is comfortable and flexible with constantly evolving priorities and who is open to new challenges.We are seeking a candidate with:
- A university degree specializing in accounting business economics finance or mathematics;
- Completion of or substantial progress towards the CFA and/or CAIA designation is an asset;
- Knowledge and passion for public investments traditional and alternative investment funds and financial markets;
- 710 years of related work experience with proven analytical research and investment due diligence skills;
- Direct experience with macro market research and building ETF portfolios would be considered an asset;
- Strong financial modeling skills;
- Strong Excel and data manipulation skills;
- Python VBA or other objectoriented programming language fluency;
- High proficiency in Word and PowerPoint;
- Strong written and oral communication and presentation skills;
- Sound judgment detailoriented and a demonstrated ability to understand and use financial theory and tools;
- Time management and organizational skills an ability to meet tight deadlines and work well under pressure; and
- Strong interpersonal skills with an ability to work both independently and as part of a collegial smallteam environment.
We thank all applicants in advance for their interest; however only those selected for an interview will be contacted.
Required Experience:
Staff IC
Employment Type
Full-Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
