Investment Research Specialist III

BMO U.S.

Research Director engaged in hedge fund research and client portfolio management. Identifying and evaluating hedge fund managers while performing risk assessments and analysis.

Posted 6/6/2026full-timeChicago • California, Illinois, Oregon • 🇺🇸 United StatesSeniorLead💰 $96,200 - $179,400 per yearWebsite

About the role

Key responsibilities & impact

Involved in investment selection, due diligence, and monitoring of hedge fund managers
Identify new hedge fund managers and investment strategies through networking
Perform qualitative and quantitative analysis on prospective funds
Actively monitor existing hedge fund managers
Assist with client portfolios and participate in client meetings
Work with internal partners to build hedge fund platform

Requirements

What you’ll need

Bachelor's degree in a related field
Seven or more years of relevant experience
Strong preference for a graduate degree and/or CFA
High level of interpersonal skills
Ability to build strong relationships
Ability to work in a fast-paced environment

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment selectiondue diligencequalitative analysisquantitative analysisportfolio management

Soft Skills

interpersonal skillsrelationship buildingcommunicationteam collaborationadaptability

Certifications

Bachelor's degreegraduate degreeCFA