Working at FPA

We believe that the success of our firm is thanks to its people and their commitment to excellence. We lead with integrity, foster an ownership mindset, embrace teamwork and seek to always make choices that maintain our most important legacy – our reputation. As of December 31, 2019, FPA manages approximately $29 billion across multiple strategies. Independently owned, FPA has 89 employees, with 31 investment professionals. If you are interested in applying for any of the jobs listed below, please click on the link and submit your application. Resume and cover letter are required.

Qualified applicants will receive consideration for employment without regard to the fact or perception of their race, color, national origin, ancestry, alienage or citizenship, religious creed or belief, physical or mental disability, medical condition, pregnancy, genetic information, marital/domestic partner status, sex, gender, gender identity, gender expression, age, sexual orientation, military and veteran status, or any other basis protected under federal, state or local law.

 

Investment Analyst

Los Angeles, California

POSITION DESCRIPTION

Our Multi-Advisor strategy is seeking an alternative investment junior analyst to join our team. The analyst will support the team in evaluating prospective alternative investment managers and monitoring existing portfolio managers. Investments primarily include fundamental value focused hedge funds and private credit strategies.

KEY RESPONSIBILITIES/FUNCTIONS

  • Support the investment research team in all aspects of manager due diligence and analysis
  • Sourcing and evaluating new investment opportunities
  • Monitoring existing investments, including reading manager commentaries, tracking portfolio positions, fund characteristics, etc.
  • Performance analysis, including attribution, etc.
  • Collaborate with team to create and improve tools and processes
  • Maintain documentation and analysis supporting investment recommendations, including preparing manager summaries
  • Maintain internal databases and portfolio management systems, utilizing Backstop, Bloomberg, and CapIQ.
  • Attend internal research meetings
  • Attend industry Capital Introduction conferences
  • Maintain a professional relationship with sourcing networks and managers

REQUIREMENTS

  • Knowledge of alternative investments and capital markets
  • Strong verbal and written communication skills and analytical abilities 
  • Strong Microsoft Excel capability
  • Organizational skills
  • Relationship management capability
  • Self-starter, with the ability to work independently and as part of a team
  • Passion for investment research and global financial markets
  • Attention to detail and accuracy
  • Ideal candidate will have 2-3 years of relevant work experience
  • BA/BS degree required (business, finance and accounting related majors preferred)
  • Progress towards CFA or CAIA designation preferred.  Financial support provided for certifications.
  • Backstop software experienced preferred

Candidates must submit their resume and a writing sample and/or research report.  Submissions and inquiries sent to careers@fpa.com must include “ALTJR Analyst” in the subject line for consideration.

FPA is an Equal Opportunity Employer.