Private Equity & Alternative Investments Analyst
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Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Working under the direction of senior managers, assists in the selection, evaluation, and on-going monitoring of managers; developing risk and investment guidelines; completing special research/due diligence reports.
Analyzes investment performance data &/or the elements of risk present in ‘alternative’ funds/ managers and liquid alternatives, perhaps with the assistance of other staff. May have assigned responsibility for specific asset classes and/or for monitoring/ongoing investment &/or operational due diligence for specific managers.
Incumbent may be tasked to support/perform investment &/or operational due diligence activities leveraging qualitative & quantitative tools and approaches. Still refining their understanding of investment decision-making and manager selection.
Help source, evaluate/research and monitor 40-50 mgrs for platform of hedge funds, fofs and liquid alternatives; help manage a fund of funds (i.e portfolio mgmt.); contribute to published research on hedge fund investment and write monitoring reports; help support and advise firm strategists/brokers and UHNW (and institutional) clients on hedge fund investing, our recommended list and the range of education, research and support materials available for advisors Contribute to Research via active help to sourcing, evaluating and monitoring hfs, hedge fofs and liquid alternatives for 40-50 fund “platform Provide guidance to advisors and contribute to published research on alternatives (e.g. guidance portfolios), asset allocation Contribute to the management of a proprietary hedge fund of funds (i.e.
MMP) Help serve a hedge fund advisory business, by support creation of custom AI portfolios and portfolio completion exercises for advisors, their clients and prospects Contribute to research for the portfolio strategy team (i.e. Lerner et al.) and F& E group vis-a-vis advice and guidance on input to AI model allocations, manager selection and AI-derived market insights Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. College degree or equivalent education, with relevant grounding in math, finance, writing and related analytical skills. Ideally, this should show strong performance at a competitive undergraduate institution minimum 1-3 years of experience working in financial services, investment management or similarly leverageable industry background familiarity/competence in basic computer applications and, ideally, familiarity with research databases and/or investment tools (e.g.
Morningstar, Evestment/Tamale, Code Red) Strong quantitative skills and/or evidence of skill with excel, pertrak/Evestment and/or other common risk measurement/fund evaluation tools Exhibits or possesses high degree of intellectual curiosity about investments, research and/or the alternative investment industry; evidence of strong grounding/capability in written analysis, research and math Preferred Qualifications: Desired Skills: Relevant undergraduate focus or evidence of passionate engagement with topics in business, finance and investments. 1-5 years of financial services or related industry experience; strong grounding in writing skill and mathematics 3) Exhibits or possesses high degree of intellectual curiosity about investments, research and/or the alternative investment industry; evidence of strong grounding/capability in written analysis, research and math 4) Language skills: especially Asian languages (e.g.
Mandarin, Japanese), Spanish or Portuguese General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.
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