Description & Requirements
We have an excellent opportunity for a full time Alternative Investment Analyst based in the Franklin, TN* office. The Alternative Investment Analyst reports to the Alternative Investment Portfolio Manager and is responsible for assisting in the management of alternative investments for the Family Office and related 501(c)3's. This individual would support the Portfolio Manager through all stages of the investment lifecycle, including sourcing, diligence and managing commitments. Exposure includes primary and fund of fund commitments to Private Equity, Private Real Estate, Private Credit, Venture Capital and Hedge Fund investments. The role will require administrative, research and offsite work as described below.
*This position is full-time, in-office only
*Associate can work out of either office locations: Irvine, CA or Franklin, TN
General Responsibilities
• Assist in management of 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
• Assist in the evaluation of potential new investment managers using quantitative and qualitative skills
• Investigate a potential manager's background, prior track record of success, and investment process that will drive future investment gains
• Continually update the internal databases of performance, investment holdings, market exposures, and interactions with managers in the current portfolio
• Integrate data supplied from investment managers with that available 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
• Assist in the preparation of investment memoranda detailing the investment rationale of a proposed investment
• Assist in the preparation of 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
Work Schedule + Benefits
• Full-time position, Exempt
• Office Location: Franklin, TN
• Office Hours: Monday-Friday, 8:00 am-5:00 pm
• Travel: 15% of the year will be spent traveling nationwide
• Excellent Benefits, to include Medical, Dental, Vision, Life Insurance, FSA's, 401(k)/Profit Sharing Plan, Adoption Assistance, Education Reimbursement, Supplemental Health Plans and Pet Insurance
Qualifications
• Bachelor's degree required; Emphasis on Finance, Economics, or Accounting a plus
o CFA, CAIA, MBA, CFA, CPA, or JD recommended
• 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
Work Location Details - California
In-N-Out Burger plans to bring its west coast headquarters team back together under one roof by the end of 2029. After maintaining two Southern California office locations for many years, the company will permanently close its Irvine, CA office in 2029 and once again headquarter the company's western territory solely in Baldwin Park, California, where the company was founded in 1948.
Newly hired Associates in Irvine will be eligible to participate in the group move to Tennessee with relocation assistance or work from our western headquarters in Baldwin Park, CA, upon its opening in 2029. We are sharing this information early so candidates can make informed decisions while considering a career with In-N-Out Burger.
