Hedge Fund Relationship Managers

To become a relationship manager, you’ll need previous experience in lower-level positions in a prime brokerage environment or in the investor relations department of a hedge fund or other alternative investment firm.

Relationship managers frequently communicate with hedge fund managers via e-mail, telephone calls, and in-person meetings, so you’ll need to be a “people person” who is able to communicate effectively. You should be able to multitask since you’ll be managing many hedge fund accounts simultaneously. Other important traits include the ability to meet deadlines and work under pressure; excellent research and problem-solving skills; and a deep understanding of the hedge fund industry (including applicable government regulations, legal structures, operational requirements, and how hedge fund products trade, settle, and are accounted for). Relationship managers should also be proficient in Microsoft Office (Excel, Word, PowerPoint) and customer relationship management software.