Associate, Investment Strategy

Role Responsibilities

• Monitor existing investments and develop qualitative and quantitative analytical insights on the portfolio, including investment recommendations, manager performance reviews, and thematic presentations
• Source and drive detailed due diligence processes for external investment managers across public and private asset classes
• Contribute to investment decisions regarding the selection, rebalancing, and termination of managers across asset classes
• Serve as lead IMD representative to current and prospective managers as well as industry conferences, negotiate terms and conditions, and coordinate the efforts of outside service providers
• Cultivate and maintain productive relationships with existing and prospective managers as well as vendors, legal counsel, peer investors, and other industry constituents
• Aid with asset allocation reviews and risk management activities
• Stay informed of market trends, new investment opportunities, asset class developments, and macroeconomic themes
• Identify, evaluate, implement, and manage investment tools, AI resources, and best practices used in connection with portfolio and manager research and tracking

Key Qualifications

• At least 4 years of demonstrated professional achievement in an area relevant to investments (e.g., investment banking, consulting, asset management, alternative assets, or a related field)
• Rigorous analytical training, including advanced research, critical reasoning, writing, data analysis, presentation, and financial modeling skills, as well as a working knowledge of multiple investment strategies
• Technical proficiency of Excel and PowerPoint; openness to adopting new tools and methodologies
• Familiarity with AI tools for research and data synthesis, with the ability to apply appropriate judgement in validating outputs and conclusions
• A base-level understanding of business, legal, and accounting issues involved in the evaluation of alternative investments and knowledge and/or experience in capital markets also required

Core Skills

• Ability to lead and mentor Investment Analysts and Interns within IMD
• Strong written and verbal communication skills, with the ability to prepare and deliver reports and presentations to both internal and external stakeholders
• Prowess in managing and prioritizing multiple investment-related projects simultaneously
• Strong teamwork skills with the ability to collaborate effectively with cross-functional teams and external partners
• High level of accuracy and attention to detail in all aspects of investment analysis and reporting
• Clear and effective written and verbal communication skills with strong attention to detail; willingness to work collaboratively in a team-oriented environment to achieve shared goals
• An ability to thrive in an entrepreneurial team environment, a proven ability to work independently and under pressure, a high degree of judgment, intellectual curiosity, and integrity

Additional Information

Work Schedule: Hybrid; 3x a week on site with additional flexibility as needed
Location: 633 Third Avenue, NYC. Some domestic and/or international travel may be required (10-20%)
Reporting to: Director, Investment Strategy

Helpful Links

Compensation Philosophy
Benefits
Pay Range: $152,400.00 - $251,600.00
FSLA Status: Exempt