Investment Due Diligence Associate

Investment Due Diligence Associate Overview

• The Investment Due Diligence Associate will lead alternative asset investments, focusing on sourcing, evaluation, and monitoring.
• Collaborate with internal teams to align investment strategies with client portfolio needs and constraints.
• Analyze investment opportunities across private equity, private credit, tax credit funds, and other alternative asset classes.
• Coordinate due diligence processes with internal committees and external managers.
• Develop and maintain relationships with sourcing partners and stakeholders.
• Monitor industry trends and emerging themes in alternative asset management.
• Contribute to the development of reporting processes to benchmark investment performance.
• Support a collaborative and inclusive work environment to drive innovation and results.

Investment Due Diligence Associate Key Responsibilities & Duties

• Source and evaluate alternative asset opportunities, ensuring alignment with client-specific investment goals.
• Conduct manager due diligence and present recommendations to internal committees.
• Collaborate with legal and compliance teams to finalize investment documentation.
• Monitor and report on investment performance and external manager relationships.
• Maintain and enhance processes for quantifying and benchmarking investment results.
• Stay informed about industry trends and perform ad-hoc research projects.
• Contribute to portfolio construction and monitoring strategies for alternative assets.
• Support the timely delivery of investment results to meet client requirements.

Investment Due Diligence Associate Job Requirements

• Bachelor’s degree in economics, finance, accounting, mathematics, or related quantitative field.
• Minimum 5 years of experience in alternative asset management or related front-office roles.
• Strong understanding of capital markets and alternative asset fundamentals.
• Experience in portfolio construction and monitoring within alternative asset classes.
• Proficiency in evaluating and reporting on relationships with alternative managers.
• Ability to adapt to shifting priorities and meet inflexible deadlines.
• Excellent communication skills and ability to work collaboratively within a team.
• Knowledge of insurance company frameworks and capital-efficient investment strategies is preferred.