Senior Research Analyst - Alternatives
Core
Identifies, analyzes, and recommends alternative investments to improve portfolio outcomes for clients.
Role type
Senior Research Analyst - Alternatives
Builds
Investment recommendations and portfolio performance documentation for client portfolios
Domain
Wealth Management / Alternative Investments
Deliverable
client delivery
Required skills
Manager selection and due diligence, risk analysis, portfolio performance analysis, investment strategy development, regulatory compliance, Bloomberg, FactSet, Morningstar Direct
Preferred skills
CFA designation, advanced degree, mentoring junior teammates, industry network
Technologies
Bloomberg, FactSet, Morningstar Direct
Responsibilities
Conduct manager selection, due diligence, and monitoring across private equity, private real estate, private credit, and hedge funds; Analyze risks, exposures, and performance drivers of investment strategies; Prepare documentation to approve investments and communicate portfolio performance; Manage and allocate research work to less experienced teammates; Participate in client and prospect meetings to develop business; Understand and adhere to risk and regulatory standards
Seniority
Senior, hands-on IC
