Head of Alternatives Oversight

Martello ReCity of Hamilton, NC
56d

About The Position

Essential Duties and Responsibilities Oversee asset managers’ alternative investment activities, including private equity, direct equities, co-investments, and strategic/other equity/alternative investments Liaise with the investment team and asset managers to set investment strategy, mandates, and guidelines Oversee and review individual alternative investments for suitability, compliance and performance Establish benchmarks and evaluate asset manager performance against these standards Monitor alternative investment markets and identify emerging risks and opportunities Lead the onboarding process for new asset managers, ensuring thorough due diligence Conduct ongoing due diligence and performance monitoring of existing managers and investments Oversee portfolio construction to ensure alignment with strategic objectives and risk parameters Manage problem assets by coordinating with asset managers and providing briefings to senior management on resolution strategies and outcomes. Perform other duties as assigned.

Requirements

  • Advanced degree in finance, economics, business, mathematics, or a related field. CFA or CAIA professional designation preferred.
  • 7+ years of relevant experience working in private equity and/or alternative investments, preferably within insurance, reinsurance, or asset management environments.
  • Experience managing alternative asset portfolios.
  • Familiarity with private equity investing and related concepts.
  • Deep understanding of capital markets, investment strategies, and risk-adjusted performance evaluation.
  • Strong leadership, collaboration, and communication skills; able to influence at all levels of the organization.
  • Strategic thinker with a hands-on, execution-oriented mindset.
  • Exceptional analytical and decision-making skills, with the ability to synthesize complex information.
  • High ethical standards and a commitment to professional excellence.
  • Ability to manage multiple priorities in a fast-paced, dynamic environment.

Nice To Haves

  • Experience working in direct equity / co-investments is a plus.

Responsibilities

  • Oversee asset managers’ alternative investment activities, including private equity, direct equities, co-investments, and strategic/other equity/alternative investments
  • Liaise with the investment team and asset managers to set investment strategy, mandates, and guidelines
  • Oversee and review individual alternative investments for suitability, compliance and performance
  • Establish benchmarks and evaluate asset manager performance against these standards
  • Monitor alternative investment markets and identify emerging risks and opportunities
  • Lead the onboarding process for new asset managers, ensuring thorough due diligence
  • Conduct ongoing due diligence and performance monitoring of existing managers and investments
  • Oversee portfolio construction to ensure alignment with strategic objectives and risk parameters
  • Manage problem assets by coordinating with asset managers and providing briefings to senior management on resolution strategies and outcomes.
  • Perform other duties as assigned.
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