VP- Fund Monitoring/Investor Relations

Responsibilities

• Oversee ongoing evaluation of investment funds across multiple alternative asset strategies, assessing results, portfolio developments, and key performance drivers.
• Develop concise, senior-level reporting, including investment commentary, meeting recaps, portfolio updates, and discussion materials for both internal leadership and external stakeholders.
• Maintain an informed view of market conditions, economic trends, and industry developments through ongoing communication with external investment managers.
• Participate in manager meetings, industry events, investor gatherings, and other relevant forums as a representative of the investment platform.
• Serve as a senior resource on portfolio construction, fund activity, investment results, and manager developments, translating complex information into actionable insights.
• Build and review fund-level analysis, performance reporting, financial models, and other quantitative materials used to evaluate investments.
• Collaborate with internal investment, governance, and oversight functions on strategic initiatives, including liquidity events, secondary opportunities, and investment-related decisions.
• Provide direction and mentorship to junior professionals, helping strengthen analytical capabilities, communication skills, and overall execution as the team continues to grow.