Specialist III-IC Investment Research
BMO — 3 Locations
Posted 2026-08-10
Application Deadline: 10/02/2026 Address: 320 S Canal Street Job Family Group: Customer Solutions ROLE MANDATE The Research Director is involved in the investment selection, due diligence and ongoing monitoring primarily of 3rd party hedge fund managers. The position primarily entails experience with hedge funds, including familiarity with managers across various strategies, an ability to build strong relationships with internal and external partners, broad understanding of financial markets, critical thinking as it relates to markets and investment solutions and may have direct client contact. KEY ACCOUNTABILITIES Manager Research Sourcing: Identify new hedge fund managers and investment strategies primarily through networking and industry events. Initial Evaluation: Perform qualitative and quantitative analysis on prospective funds, including assessing investment strategy, team, risk management, and performance analytics. Ongoing Monitoring: Actively monitor existing hedge fund managers to ensure investment strategies remain consistent and risks are within expectations. Internal Support Assist with client portfolios and participate in client meetings, as needed Work with internal