Private Equity & Alternative Investments Analyst

Truist•Palm Beach Gardens, FL

4d•Onsite

About The Position

Working under the direction of senior managers, assists in the selection, evaluation, and on-going monitoring of managers; developing risk and investment guidelines; completing special research/due diligence reports. Analyzes investment performance data &/or the elements of risk present in ‘alternative’ funds/ managers and liquid alternatives, perhaps with the assistance of other staff. May have assigned responsibility for specific asset classes and/or for monitoring/ongoing investment &/or operational due diligence for specific managers. Incumbent may be tasked to support/perform investment &/or operational due diligence activities leveraging qualitative & quantitative tools and approaches. Still refining their understanding of investment decision-making and manager selection. Help source, evaluate/research and monitor 40-50 mgrs for platform of hedge funds, fofs and liquid alternatives; help manage a fund of funds (i.e portfolio mgmt.); contribute to published research on hedge fund investment and write monitoring reports; help support and advise firm strategists/brokers and UHNW (and institutional) clients on hedge fund investing, our recommended list and the range of education, research and support materials available for advisors Contribute to Research via active help to sourcing, evaluating and monitoring hfs, hedge fofs and liquid alternatives for 40-50 fund “platform Provide guidance to advisors and contribute to published research on alternatives (e.g. guidance portfolios), asset allocation Contribute to the management of a proprietary hedge fund of funds (i.e. MMP) Help serve a hedge fund advisory business, by support creation of custom AI portfolios and portfolio completion exercises for advisors, their clients and prospects Contribute to research for the portfolio strategy team (i.e. Lerner et al.) and F& E group vis-a-vis advice and guidance on input to AI model allocations, manager selection and AI-derived market insights

Requirements

College degree or equivalent education, with relevant grounding in math, finance, writing and related analytical skills
Strong performance at a competitive undergraduate institution
Minimum 1-3 years of experience working in financial services, investment management or similarly leverageable industry background
Familiarity/competence in basic computer applications
Familiarity with research databases and/or investment tools (e.g. Morningstar, Evestment/Tamale, Code Red)
Strong quantitative skills and/or evidence of skill with excel, pertrak/Evestment and/or other common risk measurement/fund evaluation tools
Exhibits or possesses high degree of intellectual curiosity about investments, research and/or the alternative investment industry
Evidence of strong grounding/capability in written analysis, research and math
English (Required)

Nice To Haves

Ideally, this should show strong performance at a competitive undergraduate institution
Ideally, familiarity with research databases and/or investment tools (e.g. Morningstar, Evestment/Tamale, Code Red)
Relevant undergraduate focus or evidence of passionate engagement with topics in business, finance and investments
1-5 years of financial services or related industry experience
Strong grounding in writing skill and mathematics
Exhibits or possesses high degree of intellectual curiosity about investments, research and/or the alternative investment industry
Evidence of strong grounding/capability in written analysis, research and math
Language skills: especially Asian languages (e.g. Mandarin, Japanese), Spanish or Portuguese

Responsibilities

Assists in the selection, evaluation, and on-going monitoring of managers
Develops risk and investment guidelines
Completes special research/due diligence reports
Analyzes investment performance data &/or the elements of risk present in ‘alternative’ funds/ managers and liquid alternatives
May have assigned responsibility for specific asset classes and/or for monitoring/ongoing investment &/or operational due diligence for specific managers
May be tasked to support/perform investment &/or operational due diligence activities leveraging qualitative & quantitative tools and approaches
Help source, evaluate/research and monitor 40-50 mgrs for platform of hedge funds, fofs and liquid alternatives
Help manage a fund of funds (i.e portfolio mgmt.)
Contribute to published research on hedge fund investment and write monitoring reports
Help support and advise firm strategists/brokers and UHNW (and institutional) clients on hedge fund investing, our recommended list and the range of education, research and support materials available for advisors
Contribute to Research via active help to sourcing, evaluating and monitoring hfs, hedge fofs and liquid alternatives for 40-50 fund “platform
Provide guidance to advisors and contribute to published research on alternatives (e.g. guidance portfolios), asset allocation
Contribute to the management of a proprietary hedge fund of funds (i.e. MMP)
Help serve a hedge fund advisory business, by support creation of custom AI portfolios and portfolio completion exercises for advisors, their clients and prospects
Contribute to research for the portfolio strategy team (i.e. Lerner et al.) and F& E group vis-a-vis advice and guidance on input to AI model allocations, manager selection and AI-derived market insights