Wm Global Investment Office - Alternative Investment Diligence Analyst

Job Number:

3235426

DESCRIPTION

• Perform initial and ongoing investment due diligence on alternative investment strategies with a focus on private equity including buyout, growth equity, venture capital, secondary and related sub-strategies.

• Source unique investment opportunities for ultra-high net worth clients and institutions.

• Analyze managers in relation to their investment process, track record, attribution, portfolio construction, and risk management capabilities.

• Partner with internal colleagues to provide advice and recommendations to investment committees, financial advisors, and clients.

• Author written research reports and commentaries on fund managers and thought leadership pieces on market trends and opportunities impacting alternative investment strategies.

• Adhere to policies and procedures for ongoing due diligence including onsite reviews, ongoing due diligence, written research notes, and updating reports.

• Interact with internal teams including Operational Due Diligence, Product Management, Sales, Legal, and Compliance, as needed.

• Support a collegial, team atmosphere including idea sharing, learning, and collaboration.

• Remain up-to-date on industry trends, regulatory matters, and market events impacting funds, managers, clients, and the industry.

QUALIFICATIONS

• 5 years of job experience in the financial markets. Experience in alternative investments is preferred.

• Knowledge of various alternative investment strategies. An existing network of relationships with alternative asset managers is strongly desired.

• Experience working with financial advisors and clients is preferred.

• Strong verbal and written communication skills.

• Undergraduate degree required.

• CFA, CPA, and/or CAIA not required but viewed favorably.

• Appropriate securities licenses required or will need to be obtained upon hire.