Investment Associate/ Senior Investment Associate

Director of Investments

Hybrid

• →Work closely with the team on new investment research and diligence.
  • →Conduct quantitative and qualitative research to analyze the market opportunity, strategy, and track record of a prospective investment manager.
  • →Evaluate the manager’s investment process, key employees, and organization.
  • →Complete diligence calls and meetings.
  • →Draft investment memos.
• →Portfolio monitoring and reporting
  • →Track and analyze performance, key return drivers, and exposures at the manager and portfolio level.
  • →Monitor and help to periodically re-underwrite existing managers.
  • →Draft written recommendations for additions or redemptions from existing managers.
  • →Periodically produce written portfolio updates for the Investment Committee.
  • →Maintain manager pipeline, market maps, and capital planning reports.
• →Support periodic asset allocation reviews.
• →Prepare materials for, and participate in, investment committee meetings.
• →Travel for investment manager meetings and conferences.

• Bachelor's degree required; MBA or CFA is a plus.
• 3+ years of relevant experience.

We value relevant experience, intellectual curiosity, attention to detail, and strong analytical and communication skills. Our ideal candidate is talented, hardworking, and committed to excellence, with a desire to grow as an investment professional.