Research Associate

Global Hedge Fund


Financial Services


San Francisco, CA


Research & Analytics



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Position details

Client / Situation

  • Our client is a $1 billion global hedge fund focused on telecommunication, media, and technology
  • They conduct analysis on companies to identify investment opportunities where technologies, products, and/or business models are undergoing innovation
  • They engaged us to find a Research Analyst to generate innovative perspectives to help evaluate investment opportunities

Objectives / Mandate

  • Manage surveys and insights directly impacting strategic investment decisions
  • Conduct interviews of industry participants (e.g. former employees, industry contacts, knowledgeable customers or vendors, etc.) to provide qualitative data points and unique perspectives on investment opportunities
  • Manage data requests and own the research process related to specific investment ideas, projects, and recurring reports
  • Analyze data sets related to various focus areas, utilizing models, and statistical analyses to extract unique insights

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