Senior Associate, Alternative Assets - Hybrid
Core
Assist in leading investments including sourcing, modeling, evaluation, legal negotiation, execution, and monitoring of alternative assets for life insurance clients.
Role type
Senior Associate, Alternative Assets Investment Analyst
Builds
Alternative asset portfolios (private equity, private credit, secondaries, affordable housing tax credit funds, CLO equity, co-investments) for insurance clients
Domain
Insurance / Alternative Asset Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Alternative asset portfolio construction, manager due diligence, investment modeling, legal negotiation, risk/return analysis, capital and tax efficiency analysis, emerging industry trend research
Preferred skills
Understanding of insurance company framework, knowledge of private equity and private credit sub-sectors, experience with alternative asset monitoring
Technologies
N/A
Responsibilities
Source and evaluate alternative asset investment opportunities; conduct manager due diligence; present internal recommendations; collaborate with legal and compliance on documentation; monitor investments and external managers; maintain reporting processes; perform ad-hoc research on industry trends
Seniority
Senior, hands-on IC