Professional Hedge Fund Manager Resume
Summary : As a Professional Hedge Fund Manager, Reviewed all fund transactions to ensure compliance with all our Anti-Money Laundering policies and procedures. Ensured your team is in compliance with our departments rules and regulations designed to stop the practice of generating income through illegal actions. Generated and reconciled all accounting reporting, such as month-end valuation reports.
Skills : Analytical And Financial Modeling,Financial Markets And Investment Instruments.
Description :
Served as the head of the firm's credit business - sole Portfolio Manager of the EMF Corporate Bond Arbitrage Fund (credit hedge fund).
Facilitated meetings Launched two hedge funds and presentations with current and prospective clients which raised over $150MM in assets under management.
Researched and analyzed a wide variety of investment types, including stocks, bonds, futures and unregistered securities in order to identify the best assets for Positive absolute returns in 40 hedge fund portfolios.
Guarded against losses for organizations and individuals.
Conducted and maintained research on companies/industries.
Generated content to communicate research to other analysts and portfolio managers.
Collaborated with CIM’s portfolio management team and recommend attractive investment opportunities based upon our investment process.
Experience
7-10 Years
Level
Senior
Education
M.B.A.
Senior Hedge Fund Manager Resume
Summary : As a Senior Hedge Fund Manager, performed operational due diligence reviews for investments in hedge funds. Conducted due diligence reviews, drafting assessment reports of managers, and making presentations to the regional research committees. Experience on
working hedge fund operations and/or audit in the asset management business is required.
Skills : Financial Markets And Investment Instruments, Asset Management.
Description :
Stayed abreast of trends and news, maintain pro-active views, and communicate conclusions/recommendations concerning pertinent sectors and macroeconomic trends and developments.
Attended sell side conferences and corporate management meetings.
Developed and maintained financial models.
Participated in investment meetings and work closely with other CIM portfolio managers and analysts to share views on market events and analysis.
Monitored existing investments and industry developments.
Prepared specific industry reviews.
Appropriately assessed risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Experience
7-10 Years
Level
Senior
Education
M.B.A
Junior Hedge Fund Manager Resume
Objective : As a Junior Hedge Fund Manager, supported day-to-day aspects of Compliance Program. Reported to the Chief Compliance Officer and will involve assisting with a wide variety of compliance related activities involving private funds business and SMA clients.
Skills : Risk Management, Communication, Networking Skills, Negotiation.
Description :
Advised and worked with stakeholders to manage a broad spectrum of regulatory obligations and restrictions that apply to GIC’s investments/trading and operational activities, as well as new business initiatives and product approvals, with a focus on the Americas region across public and private markets.
Monitored the regulatory and enforcement landscape and identified the applicable regulatory requirements, particularly in the U.S., and updated management and stakeholders of the corresponding impact of the regulatory requirements on GIC’s investment/trading and operational activities.
Engaged external legal counsels to clarify the applicable regulatory requirements and restrictions on GIC’s investment/trading and operational activities where necessary.
Supported the Compliance Division in formulating and performing a periodic review of key Compliance policies and controls to ensure that they remain robust and in line with regulatory standards and industry/peer best practices.
Performed controls and provide advisory support to ensure adherence by employees to GIC’s Compliance policies.
Conducted Compliance training on an ongoing basis to educate new hires and existing staff on the relevant regulatory requirements and compliance policies and processes.
Collaborated with business units and other risk and control departments to address compliance and conduct issues, enforce policy violations and support management to inculcate a culture of compliance in GIC’s offices in the Americas region.
Experience
2-5 Years
Level
Junior
Education
Degree In Business
Associate Hedge Fund Manager Resume
Summary : As an Associate Hedge Fund Manager, worked closely with the Chief Investment Officer in maintaining operations and establishing process for the investment team. Monitored of the endowment assets as well as advising the Investment Committee in establishing risk and return objectives and investment policy.
Skills : Leadership, Networking Skills, Strong knowledge on investment policy.
Description :
Conducted thorough analysis of financial statements and assessment of credit requests, including new requests, changed requests, refinancing and annual due diligence.
Prepared comprehensive credit analysis reports and provide rating and limits recommendation based on the analysis.
Planned and conducted the overall credit process and proactive monitoring of credit events for assigned accounts.
Kept up to date with industry news/events and possible impacts on the assigned accounts.
Ensured compliance of all internal and regulatory credit/other portfolio related policies in conjunction with GAM (Global Account Manager).
Monitored Risk Triggers, Covenants and other credit conditions and ad hoc credit reports appropriately - preparing reports, escalation, and take actions, as per policy/procedure. Monitor, in conjunction with Funds Risk, ISDA NAV triggers and track the evolution of client performance and risk profiles over time.
Ensured Zero BCA over dues and work to minimize extensions.
Experience
7-10 Years
Level
Senior
Education
MBA
Assistant Hedge Fund Manager Resume
Objective : As an Assistant Hedge Fund Manager, Managed and coordinated the operational activities of Global Fund Custody Account Managers. Ensured quality service and effective operations support for all of the assigned internal and external customers. Accomplished results through the effective management of exempt level professionals. Partnered with Global Fund Services and TTSS Custody Operations staff and leadership to ensure client expectations are being met.
Skills : Negotiation, Chartered Financial Analyst Crertification, Financial Marketing.
Description :
Ensured compliance of all internal and regulatory credit/other portfolio related policies in conjunction with GAM.
Contributed to the excess report process, including, but not limited to proposing limit increases or reducing exposures and promptly addressing queries.
Participated regularly in account planning sessions to ensure familiarity with customer business.
Visited/met customers to conduct credit due diligence of existing customers with credit lines as part of the annual credit review process. Conducted enhanced credit due diligence in order to achieve clear understanding of credit risks associated with new transactions. Prepared call reports on credit/risk related discussion.
Contributed to the structuring of transactions in coordination with other stakeholders (e.g., legal, Financial Markets, Structured Finance, Funds Risk) including the corresponding RWA calculations.
Proposed and assisted with negotiation of credit terms for ISDA/CSA agreements through preparation of Credit Term Sheets (CTS).
Cultivated and maintained close relationships with stakeholders in Funds Risk, Legal, and Middle Office.
Experience
2-5 Years
Level
Junior
Education
BEc
Fresher Hedge Fund Manager Resume
Summary : As a Fresher Hedge Fund Manager, Participated in business development initiatives that include targeting external clients, attending industry conferences and speaking engagements. Identified new opportunities and proactively develop leads within the asset management sector with specific focus on private investment advisory firms (i.e. Private Equity and Hedge Funds).
Skills : Fund Manager, Project Assistant, Private Investment, Asset Management.
Description :
Conducted periodic portfolio reviews of assigned segment to assess creditworthiness and initiate ad hoc reviews for clients subject to adverse news or vulnerable to specific economic, market or regulatory events.
Proactively monitored market data and risk triggers across the assigned portfolio.
Took personal responsibility for complex transactions or complex relationships with assigned names.
Contributed to Stress Tests requests.
Performed ad-hoc projects, as needed.
Built strong and cooperative working relationship with other stakeholders in the bank.
Contributed to continuous process improvement and sharing best practice.
Experience
7-10 Years
Level
Fresher
Education
M.Fin
Hedge Fund Manager Resume
Objective : As a Hedge Fund Manager, Experienced in organizing, preparing for and leading meetings with portfolio managers to discuss portfolio strategy, investment team, philosophy, and investment process and strategy objectives. Experienced in analyzing fund performance ,risk and holdings using analytical tools including Bloomberg, FactSet, and other quantitative tools.
Skills : Monitoring, Risk Assistant, Portfolio Management, Risk Management .
Description :
Conducted research in alpha generation, risk management, and portfolio construction.
Researched, academic research and authoring papers summarizing academic and research insights.
Led the development, tested and construction of model and factors.
Coordinated production process between research staff and IT team.
Performed analysis and programmed to build factor-based portfolio models.
Applied portfolio models to perform portfolio management and trading; and SQL Server, R, Python, and Financial Risk Models.
Coordinated and maintained the COO's calendars and effectively manage all scheduled activities (including business meetings, travel arrangements, personal appointments and outside board commitments).
Experience
2-5 Years
Level
Junior
Education
BEcon
Hedge Fund Manager Resume
Summary : As a Hedge Fund Manager, Performed customer due diligence and financial analysis and summarize in written credit approval memos and reviews. Reviewed and approved trading activity, including recommending margin requirements as well as structural enhancements. Set and communicated credit exposure appetite across trading products utilizing internal exposure methodologies. Oversaw legal negotiations for traded products.
Skills : Communicational Skills, Researching, Legal Negotiations,Client Service.
Description :
Strategically managed the COO's time with respect to the organization's priorities, goals, and objectives. This includes understood important initiatives, preparation requirements, and managing evolving calendars accordingly.
Proactively brought together appropriate team members and resources to support key firm initiatives.
Researched and followed up on incoming issues and concerns, including those of a sensitive or confidential nature. Acted as proxy by prioritizing and determining the appropriate course of action, referral, or response, exercising judgment to reflect the COO's style and organization policy.
Answered phones, prepare expense reports, organize travel, and other administrative tasks as needed.
Provided gatekeeper and gateway role, creating win-win situations for direct access to the COO's and other Executive's time and office.
Worked independently, as well as with the Operations & Client Services teams on various projects.
Planed Onsite and team building events for the Operations & Client Service teams.
Experience
10+ Years
Level
Consultant
Education
BFin
Hedge Fund Manager Resume
Summary :
As a Hedge Fund Manager, Served as lead Finance team member for a new product launching imminently. Managed the monthly NAV close process performed by the Fund Administrator with a focus on complex/illiquid assets accounting and valuation, fee and expense review and performance reporting.
Skills : Reporting, Marketing, Assets Accounting.
Description :
Managed compliance programs of investment advisors, hedge funds, private equity firms, and broker-dealers (the firms).
Prepared and submited the firms' regulatory filings, including the Form ADV, Form PF, Form 13G, Form 13H, international regulatory filings.
Worked with General Counsel, Chief Compliance Officer and other investment professionals to ensure that the firms are exam ready.
Conducted initial registration processes including development and implementation of the appropriate compliance policies and procedures.
Conducted mock regulatory audits, and annual reviews.
Established, reviewed and revised governance policy and procedures.
Reviewed marketing materials, offering documents, and subscription agreements.
Experience
10+ Years
Level
Management
Education
BEcon
Hedge Fund Manager Resume
Summary : As a Hedge Fund Manager, developed and maintained product descriptions. Worked with business and IT to prioritize product enhancements. Assisted IT and be part of the scrum that develops products. Supported the sales efforts/team through active prospect engagement.
Skills : Developmental Skills, Policy Assistant, Leadership, Networking.
Description :
Conducted surveillance and testing of the firms' compliance programs including for example, monitoring compliance with the Code of Ethics, the firms' Restricted List(s), keyword search to address and mitigate compliance risks.
Handled a variety of questions relating to or arising from personal trading.
Monitored conflicts or potential conflicts of interest.
Educated employees regarding the firms' policies and procedures by conducting and organizing employee training sessions.
Oversaw the firms' relationships with the third-party vendors.
Supervised and trained analysts and other junior staff.
Managed and advised on Soft Dollar expenditures and other Soft Dollar related processes.
Experience
7-10 Years
Level
Senior
Education
BS in Finance
