Senior Analyst - Alternatives Manager Research
Greater Philadelphia Area
• Primary coverage responsibilities: Equity Long/Short, Multi-Strat , Event Driven hedge funds and alternative mutual funds • Support the other analysts in Global Macro, Private Equity strategies and mentor and train our associates.• Uncover and meet with new managers, conduct extensive due diligence including quantitative analysis(returns, exposures, risks, correlations) and qualitative analysis through meetings and documents reviews (letters, DDQs, offering memoranda, slide decks, regulatory reports) • Helped drive client education and adoption of alternative strategies to over $3.0 billion with mass affluent, ultra high-net-worth (Hawthorn), and institutional (OCIO) channels • Collaborate with PNC’s investment strategy and portfolio construction functions to develop alternative investment portfolios and allocations for qualified clients. • Deliver PNC’s best alternative investment thinking through research reports and presentations to prospects, clients, and investment advisors.• Re-developed the Search Process to better align with the needs and demands for the field