Junior Research Analyst Job in First Trust Capital Management

First Trust Capital Management, Chicago, IL 60606, Openings : 1, Experience : Not Specified
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Job Description :

First Trust Alternative Investment Research

Junior Analyst Job Description

First Trust Capital Management / First Trust Alternative Investment Research

Team Alternative Investment Research
Role Junior Analyst

Job Description

The Junior Analyst role at First Trust Alternative Investment Research (“FT AIR”) is focused on supporting all aspects of the investment due diligence efforts with respect to the firm’s hedge fund, private equity, venture capital, real estate, private credit, and liquid alternatives investments and related co- investment opportunities. The Junior Analyst engages in detailed qualitative and quantitative analysis of a range of alternative investments and is responsible for conveying their findings effectively to the firm’s broader investment team. This role requires analytical and technical skills as well as verbal and written communication skills. The Junior Analyst role sits within dozen person investment research team of FT

Principal Responsibilities:

  • Perform qualitative and quantitative assessments of alternative investment managers and strategies
  • Function as a point of contact for the investment team with prospective and existing portfolio investments
  • Participate in calls and meetings with existing and prospective alternative asset managers
  • Perform ad hoc statistical analyses of fund risk exposures
  • Compile and distribute formal written notes related to existing and potential investment meetings
  • Support the creation of broader investment committee recommendations
  • Lead the effort to maintain updated firm and fund materials with respect to existing investments
  • Provide analytical support to evaluate existing client portfolio investment performance
  • Responsible for maintaining and improving current investment due diligence work-flow processes
  • Provide trading/operational support for internally managed hedge fund portfolios
  • Manage various ad hoc research projects related to new product development
  • Assist in sourcing new alternative and liquid investments
  • Participate in the creation of market/industry commentary for firm marketing efforts


  • 0-2 years of relevant work experience in investment banking, asset management, or related field
  • Excellent undergraduate academic record
  • Interest in or progress toward the CFA designation a plus
  • Interest in understanding hedge fund, private equity, private credit, and real estate strategies
  • Effective communicator, both written and verbal
  • Strong grasp of statistics used in financial analysis
  • A demonstrated high level of analytical/quantitative skill
  • Passion for the alternative asset management industry
  • Ability to manage simultaneous projects, often with time constraints
  • Self-motivated and highly curious
  • A willingness to travel both domestically and internationally up to 25% of the time

Technical/Systems Skills:

  • Highly proficient in: Microsoft Excel, Power Point, and Word


First Trust Alternative Investment Research | 225 W. Wacker Dr. | Suite 2100 | Chicago, IL 60606

First Trust Alternative Investment Research

Junior Analyst Job Description

  • Experience with: Bloomberg, Morningstar, eVestment/Pertrac, LightKeeper, Enfusion a plus

First Trust Capital Management (“FTCM”) is a privately-owned alternative investment research and asset management firm that advises investment advisors, family offices, and high net worth individuals. FTCM was created on the belief that an independent firm was the best way to ensure our clients were served with their greatest interests in mind – both in terms of customized alternative investment solutions and a streamlined operational experience when investing in private and liquid alternatives.

FTCM houses a specialized business unit called FT Alternative Investment Research. This dedicated investment research team operates as a supportive unit to our advisor clients as well as a resource for a select group of institutional clients and family offices. The sole purpose of this dedicated team is to find investment solutions to enhance client portfolios. In 2019, FT AIR:

  • Participated in over 350 portfolio manager meetings
  • Performed initial review of 500 investment strategies
  • Participated in over 25 capital introduction events
  • Attended 10 top-tier investment conferences

Investment due diligence covers all asset classes and strategies, wherein the Research Team maintains a proprietary database of portfolio managers and all related correspondence. Importantly, the Research
Team does not perform database screens to identify prospective portfolio managers. The vast majority of currently sourced funds and strategies have come through our extensive network and reach within the investment community as opposed to any screening process. Prior to making any allocations, the
Research Team sets the expectation with the fund manager and their team that we require a certain level of transparency and access. We perform ongoing due diligence on our approved managers to ensure that are adhering to their style, process and investment mandate.

Job Type: Full-time

First Trust Alternative Investment Research | 225 W. Wacker Dr. | Suite 2100 | Chicago, IL 60606

Job Type: Full-time

Pay: $80,000.00 – $150,000.00 per year


  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Physical Setting:

  • Office


  • 8 hour shift


  • Bachelors (Preferred)

Willingness to travel:

  • 25% (Preferred)

Work Location: One location

Last Date For Apply: 30/Oct/2022 00:00:00 Job Type : Full Time, Employment Type : PermanentApply Here