Senior Analyst, Alternative Investments
About the role
Senior Analyst, Alternative Investments
At AXIS, we are a global provider of specialty insurance and reinsurance solutions, with operations across North America, Bermuda, Europe, and Asia. We take a holistic approach to underwriting and investments, aiming to deliver strong risk-adjusted returns aligned to our risk appetite. We foster an ethical, entrepreneurial, disciplined, and inclusive culture that prioritizes outstanding client service, intelligent risk-taking, and long-term value creation for our shareholders.
About The Team
The AXIS Investments team is a high-performing group of 11 professionals responsible for overseeing the firm’s investment portfolio. The Alternatives team, as part of AXIS’s Investments team, manages a diversified portfolio of external fund investments and co-investments across private equity, private credit, real assets, and other alternative strategies. The team partners closely with the Risk and Finance teams and has regular visibility to the Investment & Finance Committee and the Board of Directors.
The Opportunity
This is a high-impact environment with direct exposure to senior leadership and meaningful influence on investment decisions. The role offers the opportunity to directly support how AXIS allocates capital across alternative investment and public equity strategies. You will lead end-to-end due diligence on investment opportunities, develop clear recommendations, and play a key role in ongoing portfolio monitoring.
Key Responsibilities
Investment Sourcing & Evaluation
- Identify and evaluate external investment managers and strategies across private equity, private credit, real estate, infrastructure, and other alternatives
- Maintain an active pipeline of investment opportunities through ongoing market research and industry engagement
Due Diligence & Underwriting
- Lead full lifecycle due diligence, including:
- Strategy and portfolio analysis
- Performance and return drivers
- Team and organizational assessment
- Operational and risk evaluation
- Assess portfolio exposures, cash flows, fees, and risk/return trade-offs
- Develop key diligence questions and synthesize findings into actionable insights
- Prepare clear, structured investment memos and recommendations
- Present findings to senior stakeholders, including the Head of Alternatives and Chief Investment Officer
- Contribute materials for governance forums (e.g., Investment & Finance Committee)
Portfolio Monitoring & Oversight
- Monitor existing investments, including performance tracking and manager reporting
- Evaluate results against original investment thesis and identify emerging risks or opportunities
- Maintain ongoing relationships with external managers through meetings, calls, and annual reviews
Portfolio Construction
- Support assessing how new investments fit within overall portfolio objectives, diversification targets, and risk constraints
- Support portfolio construction discussions and strategic allocation decisions
Data, Reporting & Process Improvement
- Track and reconcile portfolio and fund-level data, including cash flows, valuations, and performance
- Support internal reporting across Investments, Risk, and Finance
- Develop tools, templates, and processes to enhance diligence and monitoring consistency
Cross-Functional Partnership
- Partner with stakeholders across Investments, Risk, Finance, Accounting, Legal, and Tax to support informed decision-making and governance
Candidate Profile
Core Experience
- 4 to 10 years experience evaluating alternative investment managers or strategies (e.g., private equity, private credit, real assets)
- Hands-on involvement in due diligence, manager research, and/or portfolio monitoring
- Background in an allocator environment, including investment consultants, insurance companies, endowments or foundations, pensions, family offices, etc. preferred
Technical Skills
- Strong analytical and financial modeling skills
- Ability to assess performance, portfolio exposures, and risk/return characteristics of funds
- Familiarity with tools such as Excel, Bloomberg, AI, and portfolio analytics platforms
Communication & Execution
- Ability to synthesize complex information into clear, decision-ready materials
- Strong written and verbal communication skills, with experience presenting to stakeholders
- Proven ability to manage multiple priorities, operate independently, and deliver against deadlines
Additional
- Bachelor’s degree (or equivalent experience) required
- Exposure to co-investments or direct investments is a plus
What We Offer
- Base salary in the range of $160,000 to $200,000 (NY)
- Competitive target incentive compensation based on overall corporate performance and individual performance
- A comprehensive and competitive benefits package which includes medical plans for you and your family, health and wellness programs, retirement plans, tuition reimbursement, paid vacation, and much more