Alternative Investment Analyst - Irvine, CA

About the role

Join our family at In-N-Out Burger as an Alternative Investment Analyst based in the Irvine, CA 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 to drive future investment gains.
• Continually update internal databases of performance, investment holdings, market exposures, and interactions with managers in the current portfolio.
• Integrate data supplied from investment managers with available data 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 preparing investment memoranda detailing the investment rationale of a proposed investment.
• Aid in preparing 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.
• 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.
• Ability 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.