Manage a team of investment experts working with external advisors on private equity, real estate, private credit, hedge funds, and other alternative investments
Define and communicate direction and strategy of alternative investments and impact investments capabilities
Set standards of care, policies and guidelines driving the team's work
Provide managerial oversight, establish controls and reporting
Support advisor and donor relationships through consultative and solution-oriented discussions
Identify and implement opportunities to improve service quality and operating efficiency, optimize costs, and mitigate operational risk
Serve as main point of contact for organizational strategic and departmental initiatives related to alternative and impact investments
Collaborate with internal auditors and operation heads to maintain strong control environment
Mentor and develop team members
Conduct due diligence reviews, provide transaction support and oversight for complex non-traditional investments
Collaborate with legal and tax teams as needed
Provide in-depth analysis of portfolio and fund performance, risk, cash flows, and underlying investments
Requirements
15+ years’ experience in alternative investments or private markets front or middle office, or in an investments role with demonstrated ability to gain client trust
MBA or graduate degree in finance, economics, or related field
CFA and/or CAIA, or progress towards these certifications is preferred
Demonstrated experience setting multi-year strategies for a functional team, working across an organization to gain trust and alignment with other senior leaders
Strong intrapersonal skills, building and strengthening relationships, influencing without authority
Proven experience leading a team of successful professionals and experts, including mentoring and career development
Strong understanding of alternative investments, including private equity, real estate, private credit, hedge funds, and other non-traditional investments
Strong understanding of impact investments, including ESG, PRIs, and the landscape of impact-oriented solutions
Deep understanding of investment offering materials, including limited partnership agreements and subscription documents
Experience with investment and operational due diligence
Experience with investment policy statements
Strong analytical skills; excellent verbal and written communication skills
Experience with business cycle planning, budgeting, forecasting, resource planning
Experience identifying and maintaining sound internal controls and data quality environment
Experience working with technology teams to drive business requirements for system enhancements
Experience with Advent, Bloomberg and alternative investment third party services is a plus
Benefits
Hybrid work requiring associates to work onsite every other week
Diversity and inclusive workplace
Reasonable accommodations for applicants with disabilities
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