Analyst - GIMA Alternatives ( Wealth Management )

Position Summary

Global Investment Manager Analysis (GIMA), a unit within the WM Investment Solutions, provides comprehensive manager research on a wide range of investment strategies, including separately managed accounts, mutual funds, UCITs, exchange-traded funds and private vehicles in the equity, fixed income and alternative investments spaces. The GIMA team engages with a broad array of investment managers to identify high quality strategies for portfolios.

The GIMA Alternative Investments Due Diligence Analyst will assist in the ongoing monitoring process for existing investment relationships as well as assist in investment due diligence on alternative investment funds (private equity, private credit, private real assets, hedge funds).

Job Description for Alternative Investments Due Diligence Analyst:

Core functions:

- Participate in alternative investment manager meetings on a regular basis, taking meeting notes

- Prepare quarterly and annual notes/reviews on alternative investment strategies

- Prepare written research reports and commentaries on fund managers

- Prepare peer analyses to compare various alternative strategies and managers

- Analyze managers in relation to their investment process, track record, attribution, portfolio construction, and risk management capabilities

- Conduct quarterly liquid risk analysis to determine exposure to alternative investment products

Ongoing activities include:

- Adhere to policies and procedures for ongoing due diligence, written research notes, and updating reports

- Interact with the GIMA onshore analysts as well as other internal teams including Operational Due Diligence, Product Management, Sales, Legal, and Compliance, as needed

- Support a collegial, team atmosphere including idea sharing, learning, and collaboration across the firm

- Remain up-to-date on the WM Global Investment Offices (GIO) market views, hedge fund trends, regulatory matters, and broader market developments impacting funds, managers, clients, and the industry

Skills required:
- 0-2 years of job experience in the financial services industry. Experience in alternative investments is preferred

- Knowledge of various alternative investment strategies

- Demonstrated oral and written communication skills, including experience drafting internal memorandum and detailed reports

- Strong analytical and quantitative skills

- Detail-oriented with ability to multi-task and handle multiple priorities

- Ability to summarize large quantities of information and to work under pressure without sacrificing accuracy

- Must be able to efficiently interface with onshore GIMA analysts

- A willingness to learn and to work within a close-knit team

- Undergraduate degree required

- CFA, CPA, and/or CAIA not required but viewed favorably