Alternative Investment Analyst - Franklin, TN

About the role

Join our family at In-N-Out Burger as an Alternative Investment Analyst based in the Franklin, TN office. This full-time position reports to the Alternative Investment Portfolio Manager and involves assisting in the management of alternative investments for the Family Office and related 501(c)3's.

Responsibilities

• Aid in managing a portfolio of private investments, including monitoring individual manager performance and risk, fostering relationships with investment partners, conducting periodic updates to initial due diligence, and conducting periodic on-site visits with key investment and operations personnel
• Evaluate potential new investment managers using quantitative and qualitative skills
• Investigate a potential manager’s background, prior track record of success, and investment process that will drive future investment gains
• Continually update the internal databases of performance, investment holdings, market exposures, and interactions with managers in the current portfolio
• Integrate data supplied from investment managers with that available to provide detailed reporting to the portfolio manager and investment director
• Periodically review investment sub-strategies to evaluate the market opportunity and universe of managers that may result in changes in the portfolio allocation or roster of managers
• Aid in the preparation of investment memoranda detailing the investment rationale of a proposed investment
• Aid in the preparation of standard and ad hoc reports and presentations to facilitate communication and transparency to the investment committee, leadership teams, and other internal and external entities as required
• Perform other work related job duties as required

Qualifications

• Bachelor’s degree required; Emphasis on Finance, Economics, or Accounting a plus
• CFA, CAIA, MBA, CFA, CPA, or JD recommended
• 3-6 years of experience in investment management, alternative assets group of an insurance company, pension, endowment, foundation or family office
• 3-6 years of investment banking experience, or working in a finance or investment department
• Knowledge of capital markets, investments and the investment landscape, preferably with some knowledge of private market investments
• Excellent knowledge of MS Office Suite (Word, Excel, PowerPoint)
• Excellent listening skills, including the ability to identify and isolate concerns or objections
• Able to identify problems, collect data, establish facts, and draw valid conclusions
• Make recommendations based on alternatives and options and develop unique analyses to assess investment strategies
• Balance of strong analytical skills
• Strong moral compass: ability to operate with integrity and professionalism when handling sensitive and confidential information
• Strong customer service orientation
• Ability to work autonomously/independently, yet be an integral part of an overall team environment
• Capacity to manage competing priorities while keeping sight of big-picture objectives
• Highly adaptable with excellent time-management and follow-through skills