Alternative Investments Technical Analyst
About The Position
Typically acts as the secondary coverage for clients. Extensive product knowledge. Interacts with clients to execute complex product transactions that generate significant revenue. Works under direction of more senior associates. The Alternative Investment Technical Specialist associate will provide support to Alternative Investment Specialists as well as Financial Advisors on suite of hedge fund products in order to drive utilization of those products. The associate will assist in the coordination of all custom alternative investments proposals, as well as internal collateral, related to hedge fund investing.
Requirements
- 2-4+ years’ experience in financial services
- Hold or attain Series 7 and 66 licenses within 120 days of hire
- Knowledge of alternative investments
- Proficient in Microsoft Office Suite
Nice To Haves
- Bachelor's Degree
- Analytical Thinking
- Customer and Client Focus
- Financial Forecasting and Modeling
- Financial Management
- Risk Management
- Causation Analysis
- Client Management
- Market Analysis
- Presentation Skills
- Relationship Building
- Data Management
- Project Management
- Result Orientation
Responsibilities
- Delivers customized, client-approved portfolio analyses in defined timeframe with high degree of detail and specificity.
- Maintains and updates ongoing pipeline of sales opportunities across strategies, and track sales related to those opportunities.
- Manages ongoing collateral to report on performance and updates to hedge fund strategies and platform.
- Partners with AI Technical Specialists on aspects of portfolio construction, manager selection, product design, and fund terms.
- Participates in meetings with third-party hedge fund management firms to build knowledge base around investment concepts and strategies.
Benefits
- Access to paid time off
- Resources and support to our employees
- Discretionary incentive eligible
- Annual discretionary award based on individual performance, line of business performance, and company success.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
