As an Associate within the Capital Advisory Group, you will be expected to have suitable experience within the financial services industry, specifically managing relationships with institutional-level clients that invest in alternative investments.
Job Responsibilities:
- Advise hedge fund managers on capital formation strategy and institutional investors on hedge fund manager selection
- Act as a key resource to introduce alternative investment managers to qualified institutional investors, such as endowments, foundations, pension funds, insurance companies, sovereign wealth funds and various private wealth channels
- Employ rigorous data analysis to draw key insights on industry trends that range from fees & terms structures to industry flows
- Generate thought leadership content pieces
Required qualifications, capabilities and skills:
- 2+ years of relevant full-time work experience
- SIE Exam and Series 7 must be acquired
- Fundamental understanding of alternative investments, specifically regarding portfolio construction strategy and due diligence processes for hedge fund manager selection
- Exceptional analytical, quantitative and communication skills, with a proven ability to synthesize complex subject matter effectively
- Strong knowledge of Microsoft Excel and PowerPoint
Preferred qualifications, capabilities, and skills:
- Investment banking, sales & trading, secondary advisory, investing or hedge fund marketing background is strongly preferred
- CAIA designation is a plus