Alternative Investment Analyst

Company: GM Advisory Group
Location: Melville
Posted on: June 20, 2022

Job Description:

About GMAG GM Advisory Group is a wealth management firm with a team of professionals who bring a collective intelligence to build unique and disciplined investment solutions and financial services to clients. Valuing personal accountability in relationships above all else, our mission is to bring our combined expertise to navigate changing market dynamics and create unique financial plans to meet our clients' individual needs. We are dedicated to developing relationships as a steadfast, proactive, innovative advisor, aiming to build high-net-worth family and individuals' wealth through tailored planning, innovative services, and disciplined investment practices.Duties and Responsibilities

• Support the Investment Team in conducting due diligence on Venture Capital/Private Equity Funds, Private Credit strategies, commingled Real Estate vehicles and various Hedge Fund strategies.
• Typical tasks will involve reading, understanding and summarizing investment materials from investment managers and industry publications. Analysis will include following private market economic indicators, research and benchmark comparisons.
• Perform analysis on various investment ideas at the request of clients including investment and operational due diligence. Manage the data for legacy private investments including monitoring and ongoing due diligence.
• Assist with the maintenance and automation of portfolio performance software data and private investment valuations to produce timely and accurate reports.
• Lead process improvement projects to discover, document and implement more efficient and effective organizational processes.
• Assist in managing GMAG's proprietary private funds including administration, investor relations, and governance functions.
• Manage client outreach and investor suitability processes for private fund or platform investment allocations.
• Draft internal and client-facing communications regarding new investments and portfolio updates.Qualifications
  • Minimum Bachelor's degree, quantitative field such as Finance, Economics, Decision Science or Accounting preferred.
  • Professional or internship experience in a financial setting preferred.
  • 0 to 3 years of experience in the financial services or consulting industry.
  • Exceptional analytical and quantitative skills, intellectually curious with meticulous attention to detail.
  • Ability to multi-task, work under pressure and meet tight deadlines.
  • Self-motivated and proactive team player who takes ownership and accountability of responsibilities.
  • Familiarity with asset allocation, portfolio construction and investments preferred.
  • CFA or CAIA designations preferred; Level I candidates or above with interest in pursuing full designation.
  • Proficiency with Microsoft Excel or similar software programs.

Keywords: GM Advisory Group, New Haven , Alternative Investment Analyst, Professions , Melville, Connecticut