Investment Associate

Responsibilities Monitor existing investments and develop qualitative and quantitative analytical insights on the portfolio, including investment recommendations, manager performance reviews, and thematic presentations Source and drive detailed due diligence processes for external investment managers across public and private asset classes Contribute to investment decisions regarding the selection, rebalancing, and termination of managers across asset classes Serve as lead IMD representative to current and prospective managers as well as industry conferences, negotiate terms and conditions, and coordinate the efforts of outside service providers Cultivate and maintain productive relationships with existing and prospective managers as well as vendors, legal counsel, peer investors, and other industry constituents Assist with asset allocation reviews and risk management activities Stay informed of market trends, new investment opportunities, asset class developments, and macroeconomic themes Identify, evaluate, implement, and manage investment tools, AI resources, and best practices used in connection with portfolio and manager research and tracking Requirements At least 4 years of demonstrated professional achievement in an area relevant to investments (e.g., investment banking, consulting, asset management, alternative assets, or a related field) Rigorous analytical training, including advanced research, critical reasoning, writing, data analysis, presentation, and financial modeling skills, as well as a working knowledge of multiple investment strategies Technical proficiency of Excel and PowerPoint; openness to adopting new tools and methodologies Familiarity with AI tools for research and data synthesis, with the ability to apply appropriate judgement in validating outputs and conclusions A base-level understanding of business, legal, and accounting issues involved in the evaluation of alternative investments and knowledge and/or experience in capital markets also required #J-18808-Ljbffr