Our client is seeking an experienced and intellectually curious investment professional to join its investment team. This position offers significant exposure to manager selection, portfolio construction, and investment decision-making across a diversified portfolio of public and private market investments.
The successful candidate will play a key role in evaluating investment opportunities, conducting manager due diligence, and contributing to portfolio management discussions across multiple asset classes.
Responsibilities
Lead analysis of external manager and fund performance, portfolio positioning, asset allocation, look-through exposures, and portfolio risk.
Conduct comprehensive due diligence on prospective investment managers and funds across public equity, fixed income, hedge funds, private equity, private credit, venture capital, and real assets.
Source, evaluate, recommend, and monitor external investment managers.
Participate actively in asset allocation and portfolio construction discussions.
Maintain and develop relationships with external investment managers and industry participants.
Monitor portfolio exposures, liquidity, capital activity, and performance across public and private market investments.
Analyze qualitative and quantitative investment data to support investment decisions.
Support subscriptions, redemptions, capital calls, and distributions where necessary.
Collaborate with colleagues on portfolio reporting, investment analytics, and operational initiatives.
Present investment research and recommendations to senior stakeholders and investment committees.
Represent the organization at manager meetings, annual meetings, conferences, and industry events.
Qualifications
7-10 years of relevant investment experience within an allocator, OCIO, family office, endowment, foundation, investment consulting, fund-of-funds, or similar institutional investment environment.
Demonstrated experience evaluating and monitoring external investment managers across multiple asset classes.
Strong understanding of public and private markets, including private equity, private credit, venture capital, hedge funds, real estate, fixed income, and public equities.
Proven experience conducting manager due diligence and developing investment recommendations.
Strong analytical, quantitative, and portfolio construction capabilities.
Excellent written and verbal communication skills, including experience preparing investment memoranda and presentation materials.
Ability to work independently while contributing effectively within a collaborative team environment.
Bachelor's degree required; CFA, CAIA, MBA, or similar professional credentials preferred.
High ethical standards, intellectual curiosity, and strong attention to detail.
Opportunity
This is an opportunity to join a highly collaborative investment team with broad responsibility across manager research, portfolio construction, and investment strategy. The role offers meaningful exposure to both public and private markets and the ability to directly influence investment decisions across a diversified multi-asset portfolio.
Numbers & Facts
Location
Boston, MA
Skills
Analysis Skillsunmatched
Business Administrationunmatched
Chartered Financial Analyst (CFA)unmatched
Communication Skillsunmatched
Conferencesunmatched
Constructionunmatched
Consultingunmatched
Detail Orientedunmatched
Due Diligenceunmatched
Equity Securitiesunmatched
Fixed Income Investmentsunmatched
Fund Managementunmatched
Hedge Fundsunmatched
Investment Analysisunmatched
Investment Fundsunmatched
Investment Managementunmatched
Investment Reportingunmatched
Investment Strategyunmatched
Liquidityunmatched
Operational Auditunmatched
Presentation/Verbal Skillsunmatched
Private Fundingunmatched
Public/Media/Press/Analyst Relationsunmatched
Qualitative Analysisunmatched
Quantitative Analysisunmatched
Real Estateunmatched
Riskunmatched
Sales Qualificationunmatched
Team Playerunmatched
Venture Capitalunmatched
Writing Skillsunmatched
🎯
Be found by employers
5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.
Level up your application
Professional resume templates
Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.