Experienced Operations/Portfolio Analyst - Equities Hedge Fund at Coalescence Partners in New York, New York

Posted in Other 6 days ago.

Type: full-time





Job Description:

Please send resumes to recruiting@cp-im.com (will not be considered otherwise)

Top performing and fast-growing global equities hedge fund looking for an experienced operations/portfolio analyst to join our team. Please note this role will be based out of our New York office, with no hybrid option / full-time in the office.

Key Responsibilities
  • Conduct daily performance attribution and risk analysis of the long/short equity portfolio, to identify key performance drivers and potential risks (e.g., beta-adjusted exposures, risk factor correlations, hedging coverage ratio).
  • Collaborate with the Portfolio Manager to evaluate and monitor position-level performance.
  • Produce routine and ad-hoc portfolio reports and presentations for internal review and client updates.
  • Maintain accurate and up-to-date trade records and positions in the portfolio management systems.
  • Collaborate with compliance to meet regulatory reporting requirements and to adhere to internal controls.

Qualifications
  • 3-5+ years of experience in a fund operations/portfolio analysis role focused on global equities.
  • Degree in Finance, Economics, Mathematics, or a related field., CFA is a plus.
  • Strong experience using Bloomberg and familiarity with order management systems (e.g., Eze).
  • Strong analytical and critical-thinking abilities with acute attention to detail.
  • Ability to multitask, prioritize, and meet strict deadlines in a fast-paced environment.
  • Excellent communication and interpersonal skills. (Native Mandarin a plus)

To apply, send resumes to recruiting@cp-im.com
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