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Investment Alternatives Specialist with CFA

Talent Search PRO
New York, NY
  • Expired: over a month ago. Applications are no longer accepted.
Job Description


  • Attend manager meetings, plan due diligence, travel to on-site meetings, perform reference calls, evaluate the fund team, strategy, and performance, analyze historical returns, summarize relevant pros and cons, and determine an appropriate rating for a given fund
  • Develop an understanding of the acceptable, market-based economic terms for strategies under evaluation.
  • Prepare standard and ad hoc reports and presentations to facilitate communication and transparency to the Investment Committee, Staff, clients and other external entities as required.
  • Provide general support to the research and due diligence efforts of the Private Debt team globally.
  • Serve as a resource to client-facing professionals seeking current information on non-marketable investment opportunities, including data and analysis, comparison to other fund managers, and the opinion of the research team.


  • 3-5 years of relevant investment experience at an alternative investment manager, investment bank pension fund, insurance company, asset manager endowment, foundation, consulting firm, or fund of funds is greatly preferred.
  • An undergraduate degree
  • Exceptional quantitative skills.
  • Well versed in financial applications (e.g., Excel, Bloomberg) and MS Office applications
  • Strong, proven written and oral communication skills.
  • Solid interpersonal and organization skills.
  • A CFA, or progress toward such designation is a plus, but not required.
  • A collegial, team-oriented, constructive, “can do” attitude.
  • Unquestioned honesty, integrity, and transparency.
  • Domestic and possibly international travel will be required.

Talent Search PRO


New York, NY


Finance and Insurance