Job Description
A leading wealth management firm is seeking a Director of Alternative Investments to join its Investment Management team. This role reports directly to the Chief Investment Officer and will play a key role in supporting and enhancing the firm’s investment platform, including proprietary strategies, third-party solutions, and alternative investment offerings tailored to high-net-worth clients.
- Key Responsibilities:
- Monitor and evaluate updates to approved alternative investment strategies across the platform, including hedge funds, private credit, private equity, real assets, real estate, and related structures
- Perform comprehensive operational and investment due diligence on prospective and existing strategies
- Present investment recommendations and insights on macroeconomic trends to the firm’s Investment Committee
- Partner with advisors to support portfolio construction for high-net-worth clients, including the integration of alternative investments
- Ensure all product and marketing materials remain current and accurate
- Serve as a resource for advisors by addressing questions related to the investment platform
- Manage and maintain relationships with third-party alternative investment sponsors
- Qualifications:
- Bachelor’s degree required; MBA preferred
- CAIA and/or CFA designation preferred
- Experience & Skills:
- 10–15 years of experience in financial services
- 6–8 years of experience conducting due diligence on alternative investments
- Strong communication and presentation skills
- Advanced proficiency in Excel
- Highly self-motivated with the ability to work independently
- Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: Remote
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