Current jobs related to Alternative Investment Analyst - Los Angeles - augmentjobs


  • Los Angeles, California, United States Neuberger Berman Group LLC Full time

    About the RoleWe are seeking a highly skilled and experienced Alternative Investment Product Specialist to join our team at Neuberger Berman Group LLC. As a key member of our organization, you will play a critical role in educating and advocating for our Alternative Investment suite of products to our Investment, National Accounts, and Intermediary Sales...

  • Advisor Consultant

    4 months ago


    Los Angeles, United States TIAA Full time

    The Alternatives Business Development job directs the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific geographic region. Under limited supervision, this job manages large projects and processes to maintain relationships with both current and prospective clients and to ensure the organization's...


  • Los Angeles, California, United States Neuberger Berman Group LLC Full time

    Job SummaryThe Alternative Investment Product Specialist will collaborate with Neuberger Berman's Investment, National Accounts, and Intermediary Sales teams to educate them about Alternative offerings. This role involves one-on-one and group presentations, conference calls, and coordination of strategy materials and white papers. The Alternative Investment...


  • Los Angeles, California, United States Neuberger Berman Full time

    {"Job Title": "Alternative Investment Product Specialist", "Job Summary": "We are seeking a highly skilled Alternative Investment Product Specialist to join our team at Neuberger Berman. The successful candidate will work closely with our Investment, National Accounts, and Intermediary Sales teams to educate them about our Alternative offerings. This role...


  • Los Angeles, California, United States TOIGO Foundation Full time

    Position OverviewThe Alternatives Investment Consultant will collaborate with the TOIGO Foundation's Investment, National Accounts, and Intermediary Sales teams to enhance understanding of Alternative offerings, promoting and educating on the Foundation's suite of Alternative products.This role encompasses both individual and group presentations,...


  • Los Angeles, California, United States Neuberger Berman Group LLC Full time

    Overview The Alternatives Investment Consultant will collaborate with Neuberger's Investment, National Accounts, and Intermediary Sales teams to provide education on Alternative offerings, promoting and selling Neuberger's suite of Alternative products. This position entails conducting both individual and group presentations, facilitating conference calls,...


  • Los Angeles, California, United States Neuberger Berman Group LLC Full time

    Overview The Alternatives Investment Specialist will collaborate with Neuberger's Investment, National Accounts, and Intermediary Sales teams to enhance understanding of Alternative offerings, advocating for and promoting Neuberger's suite of Alternative products. This position entails conducting individual and group presentations, facilitating conference...


  • Los Angeles, California, United States Neuberger Berman Group LLC Full time

    Overview The Alternatives Investment Specialist will collaborate with Neuberger's Investment, National Accounts, and Intermediary Sales teams to enhance understanding of Alternative offerings, promoting and educating on Neuberger's suite of Alternative products. This position entails conducting individual and group presentations, managing conference calls,...

  • Investment Analyst

    22 hours ago


    Los Angeles, California, United States AG Foundry Full time

    Investment Analyst Role at AG FoundryAG Foundry is seeking a highly skilled Investment Analyst to join our team. As an Investment Analyst, you will play a critical role in supporting the underwriting process for new investment opportunities, creating investment presentations, and executing acquisitions.Key Responsibilities:Conduct thorough financial analysis...


  • Los Angeles, California, United States SS&C Technologies Full time

    Job Title: Senior Account Executive - Alternative InvestmentsSS&C Technologies is a global leader in investment and financial services software. We are seeking a highly motivated and experienced Senior Account Executive to join our Alternative Investments sales team.About the Role:Identify and establish relationships with key decision-makers and influencers...


  • Los Angeles, California, United States Ares Management Full time

    About Ares ManagementAres Management is a leading global alternative investment manager, providing innovative investment solutions to clients worldwide. Our team is guided by a strong culture of collaboration, responsibility, and entrepreneurship, with a commitment to fostering a welcoming and inclusive work environment.Job DescriptionJob SummaryThe Ares...


  • Los Angeles, California, United States SS&C Full time

    About the RoleWe are seeking a highly skilled Senior Account Executive to join our Alternative Investments sales team at SS&C. As a key member of our team, you will be responsible for identifying and establishing relationships with key decision-makers and influencers in target accounts.Key ResponsibilitiesResearch key accounts to assess business...


  • Los Angeles, California, United States SS&C Technologies Full time

    Job DescriptionSS&C Technologies is a global leader in investment and financial services software. We are seeking a highly skilled Senior Account Executive to join our Alternative Investments sales team.Key Responsibilities:Identify and establish relationships with key decision-makers in target accounts.Research key accounts to assess business opportunities...


  • Los Angeles, California, United States Fidelity Investments Full time

    Job Overview: The Opportunity Fidelity Investments is on the lookout for an accomplished Alternative Investment Product Strategist with extensive knowledge in capital markets and alternative investment products. This role serves as the key liaison for our advisory clients, requiring the ability to effectively communicate Fidelity's perspective and its...


  • Los Angeles, California, United States augmentjobs Full time

    Job OverviewPosition Title: Property Investment AnalystPosition Summary: We are looking for a detail-oriented and analytical Property Investment Analyst to contribute to our innovative real estate investment division. The Property Investment Analyst will be instrumental in performing market evaluations, financial assessments, and investment modeling to...

  • Investment Analyst

    4 weeks ago


    Los Angeles, California, United States Century Group Full time

    Job OverviewCentury Group is collaborating with a client in search of an Investment Analyst for a hybrid position. The compensation package will be determined based on the candidate's skills, experience, and location, with an anticipated starting base salary ranging from $100,000 to $120,000 annually.Key Responsibilities:Conduct comprehensive market analysis...


  • Los Angeles, United States Marcum LLP Full time

    Marcum LLP offers a great career with exceptional benefits. There's a lot to think about when it comes to launching your accounting career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and...


  • Los Angeles, California, United States Virtus Investment Partners Full time

    Job SummaryVirtus Investment Partners is seeking a highly motivated and organized individual to join our team as a Senior Investment Advisor Associate. This role will provide a professional and exceptional level of client service to affluent investors.Key ResponsibilitiesClient Service: Act as primary service-related and administrative contact for...


  • Los Angeles, California, United States Virtus Investment Partners Full time

    Job SummaryVirtus Investment Partners is seeking a highly motivated and organized individual to join our team as a Senior Investment Advisor Associate. This role will provide a professional and exceptional level of client service to affluent investors.Key ResponsibilitiesAct as primary service-related and administrative contact for high-net-worth investors...


  • Los Angeles, California, United States Regional Centers Holding Group Full time

    Job OverviewOur client, a prominent investment firm managing over $3 billion in assets, is looking to recruit a Credit Investment Analyst. This role encompasses a comprehensive analysis of the credit landscape, engaging in various investment strategies including co-investments, direct investments, and fund investments.Key ResponsibilitiesCollaborate with the...

Alternative Investment Analyst

3 months ago


Los Angeles, United States augmentjobs Full time
Job DescriptionJob Description

Job Title: Alternative Investment Analyst

Job Summary: As an Alternative Investment Analyst, you will be responsible for conducting in-depth research, analysis, and due diligence on various alternative investment opportunities. This role involves evaluating private equity, hedge funds, real estate, venture capital, and other alternative asset classes to support investment decisions and portfolio diversification strategies. You will collaborate closely with portfolio managers, investment teams, and external partners to identify, assess, and monitor alternative investments that align with the organization's investment objectives and risk tolerance.

Roles and Responsibilities:

  1. Investment Research and Analysis:

    • Conduct comprehensive research and analysis on alternative investment opportunities, including private equity funds, hedge funds, infrastructure projects, real estate ventures, and commodity trading.
    • Evaluate investment strategies, performance metrics, track records, and risk profiles to assess potential returns, liquidity considerations, and alignment with portfolio objectives.
  2. Due Diligence and Investment Selection:

    • Perform due diligence reviews on prospective investment managers, fund sponsors, and direct investment opportunities, assessing financial statements, legal documentation, and operational structures.
    • Analyze market trends, industry dynamics, competitive landscapes, and economic indicators to inform investment recommendations and decision-making processes.
  3. Portfolio Management Support:

    • Assist portfolio managers in constructing and rebalancing alternative investment portfolios, optimizing asset allocation, and managing risk exposures across diverse asset classes.
    • Monitor investment performance, track key performance indicators (KPIs), and prepare performance reports for senior management and investment committees.
  4. Financial Modeling and Valuation:

    • Build financial models, perform cash flow projections, and conduct valuation analyses (e.g., discounted cash flow, comparables analysis) to assess investment feasibility and potential returns.
    • Apply quantitative techniques and scenario analysis to evaluate risk-adjusted returns, sensitivity analysis, and downside protection strategies.
  5. Reporting and Communication:

    • Prepare investment memos, presentations, and detailed reports summarizing investment analyses, due diligence findings, and recommendations for internal stakeholders and external clients.
    • Communicate investment thesis, risk factors, and portfolio performance updates to portfolio managers, investment committees, and client advisors as needed.
  6. Market Monitoring and Research:

    • Stay abreast of market developments, regulatory changes, and emerging trends in alternative investments, attending industry conferences and maintaining relationships with industry peers.
    • Contribute to thought leadership initiatives, research publications, and investment strategy discussions to enhance the firm's expertise in alternative investment markets.

Skills Required:

  • Investment Analysis: Strong analytical skills with proficiency in financial modeling, valuation techniques, and investment due diligence.
  • Industry Knowledge: Deep understanding of alternative asset classes, investment strategies, fund structures, and regulatory frameworks impacting alternative investments.
  • Research Capabilities: Ability to conduct thorough research, analyze market data, and synthesize complex information to support investment decision-making.
  • Communication: Excellent written and verbal communication skills to articulate investment insights, present findings, and interact effectively with stakeholders.
  • Team Collaboration: Capacity to work collaboratively in a team-oriented environment, interacting with portfolio managers, research analysts, and investment professionals.
  • Attention to Detail: Meticulous attention to detail in financial analysis, documentation, and reporting accuracy.

Education and Experience:

  • A Bachelor's degree in Finance, Economics, Business Administration, or a related field is typically required; advanced degrees (e.g., MBA, Master's in Finance) may be preferred.
  • Professional certifications such as Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation is highly valued.
  • Proven experience (typically 3-5 years) in investment analysis, due diligence, or asset management roles within the alternative investments sector.

Compensation:

  • The compensation package for an Alternative Investment Analyst typically includes a competitive base salary, performance-based bonuses tied to investment performance and contribution, and potentially profit-sharing or incentive compensation.
  • Additional benefits such as health insurance, retirement plans, and professional development opportunities may also be provided based on the employer's policies.