Senior Research Analyst

Forester Capital – Senior Analyst Position

Firm Overview

Forester Capital, L.L.C. is an alternative investment advisor offering institutional investors access to high-quality fundamental managers through our Alternative Investment Platform. Investors participate through Forester’s advisory programs, private equity structured revenue share funds, commingled funds, direct co-investments, and capacity rights options.

The firm has a strong track record making traditional and strategic investments with seasoned, successful managers who are starting, or have recently started, their own firms. Over the years, Forester has made profits for clients investing in alternative managers including Lone Pine, Viking, Tiger Global, 12 West, Ararat, EVR and Heights Point.

The portfolios currently have strategic revenue share investments that generate significant revenue for the firm, reducing fees and adding to performance. The underlying strategic managers have generated a strong performance track record and manage over $3 Billion in total AUM.

Forester team members have deep experience in the industry at firms such as Tiger Management, Cambridge Associates and Ernst & Young.

Forester is a values-based organization committed to making a difference in the lives of our stakeholders. We are aligned around our core principles of integrity, excellence, and communicating authentically. Environmental, social, and governance (ESG) factors such as alignment, ethics, compliance, and diversity are part of our values-based approach. 

Position Overview

Title: Senior Analyst

Location: Stamford, CT

Reports To: Partner Group

The role is designed for a candidate who takes ownership of maintaining, managing, and continuously improving repeatable processes across the investment workflow, ensuring consistency, scalability, and high-quality execution across all activities. Person must be able to perform fundamental analytical work and augment and design strong workflow and controls across the investment process. They must also be able to manage, develop and set a standard of excellence for the junior analysts on the team.

The Senior Analyst will support the partner group responsible for Forester’s manager research and portfolio analysis efforts, working closely with and managing other members of the research team. This role offers a front-row seat to Forester’s investment philosophy which combines rigorous research, deep manager relationships, and process-driven execution with increasing responsibility over time.

Key Responsibilities

The Senior Analyst will play a key role in sourcing, underwriting, and monitoring hedge fund managers and co-investment opportunities. Responsibilities span four core categories:

1.Manage the Research Processes and Team

• Administer existing research processes and procedures to ensure quality execution
• Work with the partner group to continuously improve research processes and procedures to ensure best practice
• Manage, develop, and hold accountable junior analyst team

2. Investment Research

• Conduct investment and operational due diligence on prospective managers
• Prepare for and participate in meetings with external managers
• Write research notes, memos, and internal updates
• Support the execution of Forester’s investment process through structured procedures and documentation

3. Analytics

• Perform quantitative analysis and build exhibits in Excel
• Support portfolio construction efforts, including revenue share modeling and scenario analysis

4. Monitoring

• Monitor and evaluate existing managers, including performance tracking and operational updates
• Conduct market research to inform macro views and portfolio positioning
• Review portfolio-level reports for internal and external distribution

5. Special Projects

• Update performance databases and portfolio models
• Contribute to firm-wide strategic initiatives and cross-functional projects

Ideal Candidate

Core Attributes

• High integrity and strong ethical standards
• Intellectual curiosity and a passion for investment research
• Strong work ethic and accountability in a dynamic environment
• Team-first mindset with willingness to take on evolving responsibilities

Professional Skills

• Structured, organized, and deadline-oriented
• Process-driven: able to build, follow, and improve upon repeatable frameworks
• Dedicated to accuracy and excellence in personal, team and firm work product
• Exceptional analytical, communication, and presentation skills
• Strong command of Excel, PowerPoint, and Bloomberg
• Excellent writing ability and attention to detail
• Client-oriented thinking while advancing firm-wide initiatives

Experience & Education

• Undergraduate degree required
• 5-10 years of relevant industry experience
• Demonstrated project and process management experience
• Knowledge of fundamental research qualitative and quantitative best practices

Compensation & Benefits

• Competitive compensation package, commensurate with experience
• Full benefits, including health coverage, 401(k), and paid time off

Application Instructions

Please submit a resume and cover letter describing why you are interested in researching and investing in hedge fund managers and how you align with Forester’s values and philosophy.