Direct Alternative Investments Due Diligence and Research Specialist; NY

Direct Alternative Investments Due Diligence and Research Specialist (NY, New York City)

Location:

New York City, NY

Duties/Responsibilities:

• Monitor and analyze performance of direct deals, co-investments, and alternative fund investments across private equity, venture capital, private credit, real assets, and other private markets strategies.
• Portfolio oversight – Produce high-quality reporting, analytics and insights for client consumption, internal investment committee and family office group
• Maintain performance and documentation to support ongoing monitoring
• Participate in manager meetings, company update calls, AGMs, and relevant industry conferences
• Track key company and fund-level developments, financial performance, capital calls/distributions and valuation updates
• Support the development of materials for client reviews, portfolio analyses, and internal diligence memos
• Collaborate with operations and client service teams on data accuracy, cash flow tracking and investment administration
• Regular dialogue with select clients in partnership with Advisor and Research team

Skills &

Qualifications:

• 5-10 years of relevant investment experience within private markets, family office, fund of funds or institutional allocator environment
• CAIA or CFA Preferred
• Strong knowledge of private markets including individual asset classes/strategies, direct deals and co-investments
• Exceptional analytical and financial modeling skills; ability to interpret complex data and draw meaningful insights
• Strong written skills and verbal communication
• Strong interpersonal and presentation skills
• Excellent organizational skills and attention to detail
• Comfort working with senior investment professionals, portfolio company management teams and fund managers
• Proficiency with Excel, PowerPoint and portfolio analytics tools

Salary: $200,000 – $300,000 annually, based on experience.