Investment Analyst, Alternatives
MissionSquare is a financial services corporation dedicated to the retirement needs of public sector employees. The Investment Analyst, Alternatives will support the Fund Manager in managing alternative investment portfolios, conducting research, analysis, and due diligence, while monitoring portfolio performance and preparing reports.
Responsibilities
- Conduct qualitative and quantitative analysis on alternative investment funds, strategies, and managers
- Assist in preparing financial models, performance attribution, and benchmarking for existing and prospective investments
- Stay informed on market trends, economic developments, and alternative investment strategies
- Assist in the due diligence process for new and existing managers, including data collection, document review, and preparation of summary reports
- Participate in meetings and calls with investment managers; help compile notes and follow-up items
- Track portfolio performance, cash flows, capital calls, and distributions
- Prepare routine and ad hoc reports for internal committees, regulatory filings, and client communications
- Maintain accurate records of investment activity and manager correspondence
- Support the Fund Manager in implementing portfolio changes and rebalancing activities
- Assist with special projects related to investment strategy, compliance, and operational improvements
- Coordinate with internal teams such as Finance, Legal, and Compliance on investment-related matters
- Help maintain relationships with asset managers and external partners through timely communication and follow-up
- Attend industry conferences and meetings as needed to support networking and research efforts
- Performs other duties as assigned
Skills
- Bachelor's degree in business or a relevant field
- One (1) to Three (3) Years of Experience in investment management with a focus on alternative asset classes, including private investments and hedge funds
- Strong analytical skills, understanding of portfolio construction, and familiarity with due diligence processes
- Ability to communicate complex investment concepts clearly and effectively to various stakeholders
- Must possess highest ethical standards
- Experience in one or more investment areas within the private market investing
- Experience with fostering relationships among institutional managers and investors
- Experience in quantitative and qualitative analysis and/or management of external managers
- Experience in reviewing, evaluating and negotiating complex partnerships and contractual agreements
- Ability to work independently as well as in a collaborative, team-oriented environment
- Excellent written, oral and interpersonal communication skills
- Experience and skill in understanding and evaluating sophisticated investment strategies
- Strong computer skills (Excel, Powerpoint, Word)
Benefits
- Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions
- Flexible and hybrid work schedules to support work-life balance
- Tuition reimbursement to support continued education
- Professional and career development opportunities, including courses and certifications
- Comprehensive wellness programs promoting physical, mental, and emotional health
- Volunteerism initiatives to encourage community engagement
Company Overview
Company H1B Sponsorship