PYRAMYD
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  1. Personas
  2. Hedge Funds
  3. Research
  4. Equity - L/S
  5. Managing Assets

Persona

Managing Assets.

Manages assigned investments alongside research duties, using analysis to guide positioning and risk

Software spend $65,000 / seat / yr

What this role actually does

Responsibilities and pain points, sourced from the production graph.

Software pain points

  • Thesis evidence is scattered across Excel, Bloomberg notes, broker PDFs, transcripts, Slack, and expert-call summaries
  • PMs cannot quickly tell whether P&L came from the thesis or from factor beta
  • Short positions require borrow, locate, recall, and Form SHO tracking that sits outside research workflow
  • Earnings season creates a burst of transcript, model, and consensus updates that overwhelms manual review
  • Alternative-data vendors are hard to compare because coverage, identifiers, refresh cadence, and data rights differ
  • Compliance reviews happen after PM enthusiasm, causing late-stage deal stalls

Workflow

A day in the workflow.

A managing-assets Equity L/S PM starts before the open with Bloomberg, portfolio-risk, and overnight-news review, then tests whether active positions still fit exposure, borrow, and catalyst budgets. Midday is split across analyst pitch debates, company or expert calls, trader discussions, and live sizing decisions in the OMS. After the close, the PM reviews P&L attribution, updates thesis priorities, approves next-day trade plans, and prepares investor or CIO commentary when a drawdown, earnings surprise, or large winner needs explanation.

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