Investment Analyst (Elite DFW Hedge Fund)

Fort Worth, TX

Posted: 07/26/2018 Employment Type: Direct Hire Job Category: Analyst Program Job Number: 54
Job Synthesis and Description
Our client, a multi-billion dollar private investment firm in Fort Worth, Texas is interested in immediately hiring a top junior financial professional to join our investment team as an Investment Analyst. This individual will work in an entry-level role with a team of other investment professionals which handle both our private equity and public markets credit-related investments.

Specific Responsibilities
  • Assist senior PM’ s with researching and monitoring new and existing investments
  • Research and analyze macro trends in the high-yield and leveraged loan asset classes
  • Generate new investment ideas along with senior PM’ s for potential investment
  • Manage various processes that help us identify which securities to buy or sell
  • Screen for and review new investment opportunities independently
  • Develop and maintain various methods in understanding relative value across the high-yield and leveraged loan universe
  • Calculate and monitor portfolio analyses to understand overall fund beta
  • Monitor major periodicals daily for news and other information that may impact our investments
  • Manage and coordinate various routine tasks with interns and participate in mentoring program
Key Requirements
  • 0-2 years experience (or internships) with a top I-banking, PE, Hedge Fund or Consulting Firm
  • Excellent academic credentials
  • Must have a passion for investing and the investment process
Job Synthesis and Description
Our client, a multi-billion dollar private investment firm in Fort Worth, Texas is interested in immediately hiring a top junior financial professional to join our investment team as an Investment Analyst. This individual will work in an entry-level role with a team of other investment professionals which handle both our private equity and public markets credit-related investments.

Specific Responsibilities
  • Assist senior PM’ s with researching and monitoring new and existing investments
  • Research and analyze macro trends in the high-yield and leveraged loan asset classes
  • Generate new investment ideas along with senior PM’ s for potential investment
  • Manage various processes that help us identify which securities to buy or sell
  • Screen for and review new investment opportunities independently
  • Develop and maintain various methods in understanding relative value across the high-yield and leveraged loan universe
  • Calculate and monitor portfolio analyses to understand overall fund beta
  • Monitor major periodicals daily for news and other information that may impact our investments
  • Manage and coordinate various routine tasks with interns and participate in mentoring program
Key Requirements
  • 0-2 years experience (or internships) with a top I-banking, PE, Hedge Fund or Consulting Firm
  • Excellent academic credentials
  • Must have a passion for investing and the investment process
investment analyst, asset management, hedge fund analyst

Spencer Knibbe
Managing Partner

Spencer is the Founder and Managing Partner of MBK Search, LLC - an executive search firm that specializes in the governance, risk, compliance, and cybersecurity market space. Prior to founding MBK, Spencer was Head of Operational Risk at Bridgewater Associates. Before moving to Bridgewater, Spencer was the Head of Risk for ICAP, Plc covering the Americas Region. He started his career in venture capital as an investment associate.

Spencer graduated from Harvard University in 2001 and resides in Ridgefield, CT with his wife and two sons.

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