Investments Manager
About The Position
Assume responsibilities around sourcing new strategies and managers across the private investment landscape Utilize existing network of managers and peer investors to find best-in-class managers Build market maps around interesting strategies Assist in maintaining a pipeline of potential managers and investments Assume due diligence responsibilities for existing and new third-party private market money managers Execute manager-specific projects and asset class research Utilize behavioral descriptive interview techniques; conduct and document regular calls with portfolio managers Examine and assess ADVs, financial statements, and various other legal documents to determine suitable investment strategies Attend meetings (virtual and on-site) with portfolio managers, conferences, and investor days Research economic conditions and assess relative value of investment sectors to develop actionable ideas which can be expressed in a portfolio Coordinate investment-related requests with other departments internally Assist with communication materials for internal and external users (PowerPoint presentations, Excel files, Word documents, etc.) Prepare and present manager-specific performance, exposure and risk reports to the Investment Committee and firm.
Requirements
- Undergraduate/graduate degree from an accredited college or university’s economics, applied mathematics, accounting, or finance program
- 4-7 years in investment related position preferred
- Either has or is pursuing Chartered Financial Analyst (CFA) or similar industry related certification is a plus
- Demonstrable experience in portfolio management (e.g. prior full-time roles and/or internships), exemplifying investment knowledge across asset classes
- Proficient in use of Windows, Microsoft Office (Word, Excel and PowerPoint) and CRM applications
- Demonstrable ability to read and understand financial statements
- Experience with industry related software: Caissa, Morningstar, Black Diamond, Bloomberg, etc.
- Ability to maintain extreme confidentiality in dealing with client matters
- Must consent to and have favorable consumer report and background check
- Strong communication and presentation skills
- Ability to work in a team setting
- Organized with keen attention to detail
- Proactive problem-solving and learning
- Willingness to learn and expand responsibility
Nice To Haves
- Either has or is pursuing Chartered Financial Analyst (CFA) or similar industry related certification is a plus
Responsibilities
- Sourcing new strategies and managers across the private investment landscape
- Utilize existing network of managers and peer investors to find best-in-class managers
- Build market maps around interesting strategies
- Assist in maintaining a pipeline of potential managers and investments
- Assume due diligence responsibilities for existing and new third-party private market money managers
- Execute manager-specific projects and asset class research
- Utilize behavioral descriptive interview techniques; conduct and document regular calls with portfolio managers
- Examine and assess ADVs, financial statements, and various other legal documents to determine suitable investment strategies
- Attend meetings (virtual and on-site) with portfolio managers, conferences, and investor days
- Research economic conditions and assess relative value of investment sectors to develop actionable ideas which can be expressed in a portfolio
- Coordinate investment-related requests with other departments internally
- Assist with communication materials for internal and external users (PowerPoint presentations, Excel files, Word documents, etc.)
- Prepare and present manager-specific performance, exposure and risk reports to the Investment Committee and firm.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
