Investment Analyst
Stevens Capital Management LP
About the role
About
SCM is committed to a workplace that values and promotes diversity, inclusion and equal employment opportunity by ensuring that all employees are valued, heard, engaged and involved at work and have full opportunities to collaborate, contribute and grow professionally.
We are seeking a highly motivated and intellectually curious Investment Analyst to join the hedge fund allocation group that sits within a larger $3 b+ hedge fund operation. This role offers meaningful exposure to the financial markets, manager sourcing, due diligence, portfolio construction and risk management. The ideal candidate is a high‑functioning self‑starter who can effectively collaborate within a small team setting. The individual should possess strong analytical rigor, attention to detail and the ability to synthesize both quantitative and qualitative metrics into clear, actionable investment insights/recommendations.
Key Responsibilities
- Develop and cultivate market contacts to source and evaluate new investment opportunities
- Conduct quantitative and qualitative due diligence on external hedge fund managers across multiple strategies
- Monitor existing manager relationships, including performance, risk and organizational developments
- Maintain internal research databases and documentation with precision and confidentiality
- Collaborate with investment, legal and operational due diligence teams
- Prepare written reports that support portfolio construction and capital allocation decisions
- Some domestic and/or international travel may be required for on‑site due diligence
Education and Experience
- Bachelor’s degree (BS, BA) required
- 0‑4 years of experience in the financial industry
- Internship experience, graduate degree and/or professional designation (e.g., CFA, CPA) is a plus
Core Competencies
- Strong analytical and critical thinking skills
- Proficiency in Excel and foundational knowledge of statistical and financial concepts
- Exceptional attention to detail and organizational skills; ability to manage multiple priorities simultaneously
- Excellent written and verbal communication skills
- High level of objectivity, integrity and professional judgment
Compensation and Benefits
- Base pay anticipated between $75,000 and $135,000 per year (current at time of posting)
- Eligible for additional compensation such as bonus, health and dental plans, 401(k) contributions, and a discretionary profit‑sharing program
- Bonus and related compensation can be a significant portion of total compensation, determined based on skills, qualifications and experience.
Requirements
- The ideal candidate is a high functioning self-starter who is able to effectively collaborate within a small team setting
- The individual should possess strong analytical rigor, attention to detail and the ability to synthesize both quantitative and qualitative metrics into clear, actionable investment insights/recommendations
- Bachelor’s degree (BS, BA) required
- 0-4 years of experience in the financial industry
- Strong analytical and critical thinking skills
- Proficiency in Excel and foundational knowledge of statistical and financial concepts
- Exceptional attention to detail and organizational skills; ability to manage multiple priorities simultaneously
- Excellent written and verbal communication skills
- High level of objectivity, integrity and professional judgment
Responsibilities
- This role offers meaningful exposure to the financial markets, manager sourcing, due diligence, portfolio construction and risk management
- Develop and cultivate market contacts to source and evaluate new investment opportunities
- Conduct quantitative and qualitative due diligence on external hedge fund managers across multiple strategies
- Monitor existing manager relationships, including performance, risk and organizational developments
- Maintain internal research databases and documentation with precision and confidentiality
- Collaborate with investment, legal and operational due diligence teams
- Prepare written reports that support portfolio construction and capital allocation decisions
- Some domestic and/or international travel may be required for on-site due diligence
Benefits
Skills
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