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Alternative Investment Manager

Job in Greenville, Greenville County, South Carolina, 29610, USA
Listing for: Nashville Public Radio
Full Time position
Listed on 2025-12-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Financial Analyst
Job Description & How to Apply Below

Summary

Foster Victor's mission is to help our clients achieve their lifetime goals through holistic financial planning. Developing our investment philosophies and portfolios is a crucial part of our ability to accomplish this. The ideal candidate will enjoy managing existing portfolios, creating new portfolios, and finding alternative investment opportunities for clients.

Goals
  • To understand, articulate and emulate the firm's purpose and core values
  • To become an integral part of the FV team, culture and workflow
  • To be an effective problem solver
  • The ability to thrive in a fast-paced, high-volume environment
Roles & Responsibilities
  • Develop new alternative investment ideas and opportunities
  • Monitor current alternative holdings for ongoing inclusion in client allocations
  • Develop and maintain a network of alternative fund providers, serving as liaison for the firm.
  • Prepare performance and due diligence updates for clients on a regular basis
  • Review and prepare internal and external alternative investment marketing materials and collateral
  • Participate in client meetings as the Alternative Investment Guru
  • Research and analyze client alternative investment review requests
  • Manage client tax document collection and distribution process
  • Participate in Quarterly Best Execution Committee meetings
  • Contribute to Monthly Investment Committee meetings
  • Help prepare monthly/quarterly Client newsletter on markets
  • Assist in various internal investment audits
  • Mentor and educate staff
Basic Requirements
  • Chartered Alternative Investment Analyst (CAIA) required
  • CFA (preferred)
  • Bachelor's Degree
  • Series 65 (preferred)
  • 5-10+ years of Alternative Investment Research and Allocation Experience
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