Description

•        Develop new alternative investment ideas and opportunities
•        Monitor current alternative holdings for ongoing inclusion in client allocations
•        Develop and maintain a network of alternative fund providers, serving as liaison for the firm.
•        Prepare performance and due diligence updates for clients on a regular basis
•        Review and prepare internal and external alternative investment marketing materials and collateral
•        Participate in client meetings as the Alternative Investment Guru
•        Research and analyze client alternative investment review requests
•        Manage client tax document collection and distribution process
•        Participate in Quarterly Best Execution Committee meetings
•        Contribute to Monthly Investment Committee meetings
•        Help prepare monthly/quarterly Client newsletter on markets
•        Assist in various internal investment audits
•        Mentor and educate staff

Requirements

•        Chartered Alternative Investment Analyst (CAIA) required
•        CFA (preferred)
•        Bachelor's Degree
•        Series 65 (preferred)
•        5-10+ years of Alternative Investment Research and Allocation Experience