Overview: Analysts' Role Varies In Hedge Funds

Hedge funds are providing research analysts withcatcher or a pitcher."
new career paths, though their role varies hugelyIn a "typical long-short equity, fundamentally
from fund to fund. "A lot of funds are set up inbased hedge fund - a place like Viking," Arian
such a way that analysts are responsible forsays, analysts support the portfolio manager by
telling the traders what to buy or sell up to adeveloping ideas or conducting company- or
certain dollar amount," explains an executive at asector-specific research to find "relative value
Connecticut hedge fund who did not want to beplays in an industry." Typically, portfolio managers
named. This particular fund has industry analysts,evaluate ideas from several analysts in deciding
"such as a health care analyst who specializes inhow to invest the capital they have on-hand.fund
health care companies and makesinvesting in credit-sensitive mortgage-backed
recommendations which could be on a company,securities would have at least one analyst going
an index, or some kind of basket trade," as wellthrough data to predict how different types of
as generalists who might be asked by portfoliobonds would behave under certain changes in
managers to research a trading idea or a specificinterest rates and credit spreads.
company.Arian says hedge fund analysts earn at least
Other analysts develop ideas on their own, then$100,000 a year. Their pay can rise reach several
present them to the portfolio manager to exploremillion dollars annually.
why a company should be included in the portfolioWorking on the buy side, analysts have to be
as either a long or short position.comfortable with the fact their firm is investing in
"Hedge fund analyst" is a broad term, notes Petertheir recommendations, observers say. "The
Arian, managing director of Analytic Recruiting intypical sell side researcher never has to put his
New York. "It's like asking what a baseball playermoney where his mouth is," Arian says.
does - the answer depends on whether he is a