BMO Financial Group

Financial Services

SpecialistIII-ICInvestmentResearch

$96–179k Chicago, Illinois, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Specialist III-IC Investment Research at BMO Financial Group. Skills: Hedge funds, Investment research, Manager monitoring. Identify new hedge fund managers. Perform qualitative analysis on funds”

Industry & Context.

Financial Services
Problems you'll solve

Analytical skills; Problem-solving skills

What They're Looking For.

Must Have

Seven or more years of relevant experience, Bachelor's degree

Nice to Have

Graduate degree, CFA

What You'll Do.

Identify new hedge fund managers

Perform qualitative analysis on funds

Perform quantitative analysis on funds

Assess investment strategy

Assess fund risk management

Assess fund performance analytics

Monitor existing hedge fund managers

Ensure investment strategies remain consistent

Ensure risks are within expectations

Assist with client portfolios

Participate in client meetings

Build hedge fund platform

Maximize platform usage

Provide written communications

Provide verbal communications

How You'll Work.

Team & Collaboration

Internal partners; External partners; Client contact

Communication Scope

Verbal communications; Written communications

Full Job Description

Application Deadline: 07/30/2026 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 partners to build hedge fund platform, maximize usage and provide written and verbal communications. **_KNOWLEDGE and SKILLS_** * Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires demonstrated poise, tact and diplomacy. * Must be able to interact and communicate with individuals at all levels of the organization. * Continual attention to detail, establishing priorities and meeting deadlines. Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. * Bachelor’s degree in a related field; seven or more years of relevant experience, with a strong preference for a graduate degree and/or CFA. * Collaboration &

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