- Case Study: Finance
Research Associate
Global Hedge Fund
Industry:
Financial Services
Location:
San Francisco, CA
Function:
Research & Analytics
Seniority:
Pre-MBA
Contact us today for a free consultation
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