The Finance and Investment Analysis team at First Trust Capital Management L.P. is responsible for conducting in-depth financial analysis, performance assessments, and compliance oversight of various alternative investment strategies. Their role includes evaluating fund performance, performing operational due diligence on potential investments, and ensuring adherence to regulatory standards. By leveraging their expertise, the team contributes to the development of investment opportunities that align with the firm's strategic goals and enhance client offerings.
Brendan Smith
Fund Services Associate
Gus Kalivas
Investment Performance Analyst
Jennifer Schmidt
Senior Fund Accountant
Jennifer Yong Kenny
Senior Compliance Manager
Jesse Burkhead
Operational Due Diligence Anal...
Joshua Essary
Operational Due Diligence Anal...
Rishabh Tandon
Research Analyst
Stephanie Hejna
Junior Research Analyst
Tyler MacRae Rambin
Senior Fund Accountant
Zachary Marier
Fund Accountant