Marketable Alternative Assets (Hedge Funds) Specialist Consultants
Marketable Alternative Assets (Hedge Funds) Specialist Consultants focus on three primary responsibilities: consulting with clients on their marketable alternative investments; researching managers as part of their client work in coordination with the research staff; and, serving as a resource to generalist consultants throughout the firm in establishing and monitoring clients' marketable alternative asset investment programs. The specialist consultant functions as a bridge between our consulting and research efforts on marketable alternative investments. Each specialist generally is responsible for 10 - 15 clients, in addition to being a resource to consultants with other clients, which requires them to handle several projects at once.
Specialists work directly and closely with the owners and/or fiduciaries of the investment assets, which may be the Investment Committee of a Board of Trustees, an institution's Chief Investment Officer, or the principals in a family office. Specialists oversee and participate in all aspects of client projects, which include performing analytical tasks, developing recommendations, supervising consulting associates, preparing presentations materials, and making the presentation itself.
Principal Duties
- Develop and Review Marketable Alternative Asset Programs: Work with clients who are initiating a marketable alternative assets program or reviewing an established program, to ensure their investments reflect their financial goals. Review the range of marketable alternative strategies and set target allocations based on risk/reward objectives for the overall program.
- Implement Program: Once strategies and objectives have been selected, seek to evaluate managers who utilize the desired strategies. Develop a time frame for investing with those managers such that the program has the desired exposures.
- Participate in Marketable Alternative Asset Manager Research: In coordination with the research staff, attend meetings and assess the marketable alternative managers. Develop relationships with managers in order to identify and obtain access to these investment opportunities.
- Function as a Resource to Consulting Staff: Function as a resource to the consulting staff on implementing and maintaining marketable alternative asset investment programs for our clients. Leverage off internal conducted research to speak with other consultants and write knowledgeably about the marketable alternative market and managers.
Qualifications and Experience
- M.B.A. or C.F.A.
- Appropriate knowledge and experience, gained perhaps from work in a similar capacity at a large institutional investor (such as a pension fund or endowment) or fund-of-funds; or as an analyst at a marketable alternative investment firm.
- Demonstrated qualitative and quantitative analytical skills.
- Excellent oral and written communication skills.
- An ability to work independently.
- U.S. Citizenship and/or Permanent Residency required for domestic locations.
Submit a resume for this position at one of our U.S. office locations.
We will review your resume and cover letter and contact you shortly if your interests fit with our current hiring needs.
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