Investment Manager
Identifies, analyzes and recommends alternative investments to improve portfolio outcomes for clients.
Primary Responsibilities:
- Manager selection, due diligence and monitoring across private equity, private real estate, private credit and hedge funds
- Collaborate with client-facing colleagues to strengthen their understanding of investment solutions.
- Participate in client and prospect meetings to help solidify current relationships and to develop new business.
- Analyze risks, exposures and performance drivers of investment strategies.
- Manage and allocate research work to less experienced teammates.
- Prepare documentation to approve investments, and communicate portfolio performance, investment options, risks and pending decisions.
- Conduct regular meetings and calls to discuss organizational developments, investment strategy and performance/risk.
- Understand a...