Alternative Investment Analyst - Irvine, CA

In-N-Out Burger•Irvine, CA

15h•$97,500 - $123,500•Onsite

About The Position

In-N-Out Burger is seeking a full-time Alternative Investment Analyst for their Family Office in Irvine, CA. This role reports to the Alternative Investment Portfolio Manager and is responsible for assisting in the management of alternative investments. The analyst will support the Portfolio Manager throughout the investment lifecycle, including sourcing, diligence, and managing commitments. Exposure includes primary and fund of fund commitments to Private Equity, Private Real Estate, Private Credit, Venture Capital, and Hedge Fund investments. The role involves administrative, research, and offsite work. This position is full-time and in-office only. The associate can work out of either Irvine, CA or Franklin, TN.

Requirements

Bachelor’s degree required; Emphasis on Finance, Economics, or Accounting a plus
CFA, CAIA, MBA, CFA, CPA, or JD recommended
3-6 years of experience in investment management, alternative assets group of an insurance company, pension, endowment, foundation or family office
3-6 years of investment banking experience, or working in a finance or investment department
Knowledge of capital markets, investments and the investment landscape, preferably with some knowledge of private market investments
Excellent knowledge of MS Office Suite (Word, Excel, PowerPoint)
Excellent listening skills, including the ability to identify and isolate concerns or objections
Ability to identify problems, collect data, establish facts, and draw valid conclusions
Make recommendations based on alternatives and options and develop unique analyses to assess investment strategies
Balance of strong analytical skills
Strong moral compass: ability to operate with integrity and professionalism when handling sensitive and confidential information
Strong customer service orientation
Ability to work autonomously/independently, yet be an integral part of an overall team environment
Capacity to manage competing priorities while keeping sight of big-picture objectives
Highly adaptable with excellent time-management and follow-through skills

Responsibilities

Assist in management of a portfolio of private investments - Including monitoring individual manager performance and risk, fostering relationships with investment partners, conducting periodic updates to initial due diligence, and conducting periodic on-site visits with key investment and operations personnel
Assist in the evaluation of potential new investment managers using quantitative and qualitative skills
Investigate a potential manager’s background, prior track record of success, and investment process that will drive future investment gains
Continually update the internal databases of performance, investment holdings, market exposures, and interactions with managers in the current portfolio
Integrate data supplied from investment managers with that available to provide detailed reporting to the portfolio manager and investment director
Periodically review investment sub-strategies to evaluate the market opportunity and universe of managers that may result in changes in the portfolio allocation or roster of managers
Assist in the preparation of investment memoranda detailing the investment rationale of a proposed investment
Assist in the preparation of standard and ad hoc reports and presentations to facilitate communication and transparency to the investment committee, leadership teams, and other internal and external entities as required
Perform other work related job duties as required