Senior Research Analyst (Hedge Fund of Funds)

K2 is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.

K2 operates independently as a Specialist Investment Manager. Based in Stamford, Connecticut, K2 was founded in 1994 and has become one of the leading fund of hedge funds managers in the world. K2 provides integrated hedge fund product solutions to hundreds of sophisticated institutional and high net worth investors across the globe, including corporations, large public and union pension funds, insurance companies, foundations, and endowments. K2 has a global presence with 100 employees in the U.S., the U.K, Japan, Australia and Hong Kong.

About

Visit www.k2advisors.com to learn more about who we are.

Franklin Templeton Investment Solutions (FTIS) is a leader in multi-asset, quantitative, and hedged solutions, leveraging a global network of investment teams to offer innovative and diversified strategies. With a focus on long-term investing, we combine deep research, active management, and data-driven insights to create solutions which seek to meet the evolving needs of investors worldwide.

About The Opportunity

The Senior Research Analyst joins a team with over 30 years of experience in allocating to alternative investment strategies, currently managing $10bln in hedge fund investments. The analyst will serve as a member of the manager research team, and is responsible for sourcing, underwriting, and monitoring alternative investments in third-party managers including long/short equity, systematic, and multi-strategy hedge funds. The Senior Research Analyst will support the Head of Manager Research, Portfolio Managers, and other members of the Absolute Return team by conducting qualitative and quantitative analysis of hedge fund strategies and managers, monitoring markets and existing investments, sourcing new investment ideas through personal networks, industry events, and market research, and interacting with clients to communicate the investment goals and outcomes in their specific strategies.

This position will be located in our Stamford, CT or New York City office.

What are the ongoing responsibilities of this role?

Role

The Senior Research Analyst is a curious, rigorous, and process-driven individual with experience in manager selection and underwriting, and a keen interest in and strong passion for alternative investments and complex investment strategies. The role entails:

• Analysis and screening of the hedge fund manager universe
• Market research on various hedge fund strategies
• Preparation of written research reports and quantitative analytics on individual hedge fund managers
• Managing the approval and underwriting process of new investment managers
• Monitoring existing alternative investments using quantitative and qualitative tools
• Assist in the management, rebalancing and client reporting for specific alternative investment portfolios
• Communicate market, strategy, and manager insights to clients.
  
  

What ideal qualifications, skills & experience would help someone to be successful?

• B.S., B.A. or BBA degree in Economics, Business or Finance
• 7-10 years of experience within the financial markets, with experience in third-party manager due diligence and alternative strategies, including hedge fund strategies.
• Quantitative analytical skills and an understanding of Equity markets
• Basic understanding of market structure, sources of returns across asset classes, and macroeconomics
• Polished and professional communication and interpersonal skills
• Excel and PowerPoint
• Bloomberg, Vidrio, and AlternativeSoft experience a plus, but not essential
  
  

Compensation Range: Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. The salary, benefits and variable rewards will reflect the seniority of the position and a competitive market rate. We expect the annual salary for this position to range between $175,000 to $215,000, commensurate with experience.

When applying, please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed.

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Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

Learn more about the wide range of benefits we offer at Franklin Templeton

• Most benefits vary by location. Ask your recruiter about benefits in your country.
  
  

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.