Alternative Investments Specialist

3 weeks ago


New York, New York, United States Leah Yosef International Full time

Leah Yosef International seeks an Alternative Investments Specialist to build and lead the investment packaging and distribution arm within an endowment model approach to investing. This role will partner directly with the CIO and offer a clear track to equity and partnership.

Key Responsibilities

  • Participate in idea generation, research, and manager due diligence on core alternative strategies including private equity, private credit, venture capital, hedge funds, and direct real estate that appeals to ultra high net worth investors.
  • Develop structures and oversee the processes for the alternative investment products business, including the creation of enticing economics for the firm, managers, and investors, as well as processes to subscribe and redeem, settle trades, oversee investment operations, and select and manage service providers.
  • Utilize existing networks of Single Family Offices and RIAs to create preferred terms on difficult-to-access investments directly with top-performing managers.
  • Service invested clients with performance and risk information, as well as market commentary.
  • Competitive compensation inclusive of significant base salary, revenue share, and clear track to equity in the alternative investment's product business.

Requirements

  • Experience with structured products and fund syndication in the alternative assets arena.
  • Personal and/or business connections in the Single Family Office and RIA space with strong relationship-building and networking skills.


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