Alternative Investments Internal Associate Jobs

Required qualifications, capabilities, and skills

Preferred qualifications, capabilities, and skills

Bachelor’s Degree in Accounting, Finance or related field

3+ years’ experience in an accounting role, preferably at a Big 4, PE firm or fund administrator

Knowledge of US Generally Accepted Accounting Principles for Investment Funds

Team player with strong organizational, excellent interpersonal, communication and client service skills with ability to see projects to completion

Required qualifications, capabilities, and skills:

Preferred qualifications, capabilities, and skills:

Prior working experience in sales and marketing front office role preferred

Strong presentation, interpersonal and written communication skills, including the ability to translate complex financial concepts into simple terms and actionable steps

Product knowledge – have expertise with fixed income products

Quantitative skills - must be comfortable with Excel and ability to understand complex financial instruments

Knowledge of finance, investment management industry, and Alternatives is highly desirable

2+ years of applicable experience, alternative asset management or private wealth management industry preferred

Develop exceptional CAIS product knowledge, alternative asset class knowledge, and industry knowledge

Coordinate client meetings and conference calls with CAIS clients and Asset Managers on the platform

A Bachelor's degree; concentrations in Economics, Finance or Business

Exceptional analytical and problem-solving skills