Alternative Investment Research Analyst

Conduct initial and ongoing due diligence and analysis of alternative investment managers and products.,Provide clear and timely insight, information, and opinions on alternative investment managers through published reports and internal audio/visual communication channels.,Deliver meaningful and timely insight, information, and recommendations for action to appropriate investment committees.,Foster strong cross-border collaboration amongst the firm's business lines and teams.,Problem-solve and resolve issues that arise in the day-to-day oversight of alternative investment managers.,Seek to continually enhance skills and build knowledge in all aspects of the organization, the business, and analytical systems.,Provide diligence and guidance in the launch efforts for new product initiatives.,Provide education and insights regarding alternatives to other team members and assist Advisors in business development efforts.,Responsible for the accuracy and timely delivery of reports and recommendations, as well as ad-hoc requests.,Provide extemporary written and verbal communications, with the ability to synthesize complex financial concepts.

Minimum of 3-5 years of work experience, including 2-4 years of experience in roles related to alternative investment due diligence.,Experience in the due diligence, selection and ongoing diligence of alternative/private market solutions in a wealth management channel or sophisticated institutional setting.,Undergraduate degree in business (with a preferred concentration in finance, accounting, economics, math or statistics).,Solid understanding of key investment products and concepts including alternative investments, operational due diligence, portfolio management, investment strategy (asset allocation), and investment structures.,Advanced use of investment analytical tools to source and monitor alternative investments (experience with Dynamo, Zephyr, Preqin, or Albourne is a plus).,Strong background in legal, regulatory, and governance issues related to the private markets space.,CFA/CAIA designations and or advanced educational degrees are a plus.

Bachelor's Degree