Investment Associate - Alternative Strategies
virtual vocationsNew York, NY
Investment Associate - Alternative Strategies
virtual vocationsNew York, NYSenior L5
Financial and Investment AnalystsInvestment Fund ManagersSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
APPLY NOW (opens in a new tab)Partnering with the VP - Alternative Investments, the full-time salaried Investment Associate - Alternative Strategies will support manager selection, monitoring, reporting, and operational activities across Alternatives and Non-Core portfolios, with the option to work remotely for East Coast candidates.
Key responsibilities:
Monitor external managers and investments, delivering regular performance analysis and maintaining scorecards
Conduct due diligence on current and prospective managers, contributing to investment recommendations and memoranda
Prepare and enhance quarterly reporting materials for senior management and ensure accurate data management across systemsRequired qualifications 2-4 years of experience in an institutional investment role focused on due diligence and monitoring of external managers
Experience within an insurance company environment is strongly preferred
Bachelor's degree required; master's degree preferred
Progress toward the CFA and/or CAIA designation is preferred
Solid understanding of alternative asset classes and proficiency in Excel modeling and data analysis
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Level
Senior L5
Location
New York, NY
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
2 days ago