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Alternative Investments - Manager Due Diligence, Direct Deals & Co-Investments

L5

newedge family officeBrooklyn, NY2 days ago

$200,000 - $225,000

Occupations

Investment Fund ManagersFinancial and Investment AnalystsFinancial Managers

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
This role encompasses evaluation and analysis of prospective fund investments, direct deals and co-investments for our Family Office Alternative Investment Platform. This includes evaluating deals and funds across asset classes including but not limited to private equity, venture, private credit, real assets, as well as inbound requests and working with our 3rd party providers to build out and oversee our direct deal and co-investment roster. The role may also include strategic initiatives and projects to enhance the alternatives platform.
Location: New York City
Duties/Responsibilities:
  • Identify and originate compelling private investment opportunities with GPs and sponsors through managing and accessing inbound requests and client sourced deals
  • Lead end-to-end due diligence efforts, financial, operational and strategic, for direct deal selection across asset classes
  • Collaborate with all current and future 3rd party due diligence partners
  • Portfolio oversight – monitor performance and valuation of alternative investments and provide ongoing updates to internal teams and clients
  • Assist in marketing of direct and co-investment opportunities for the Alternatives Platform
  • Provide written content on investment opportunities
Required Skills/Abilities:
  • Bachelor’s degree required 5+ years of relevant investment experience within private markets, family office, fund of funds or institutional allocator environmentCAIA or CFA Preferred
  • Extensive Knowledge of the alternative landscape including individual asset classes/strategies
  • Demonstrated track record of sourcing, underwriting and managing private Investments
  • Strong written skills
  • Strong interpersonal and presentation skills
  • Excellent organizational skills and attention to detail.
  • Strong analytical skills
Salary: $200,000 - $225,000, based on experience
NewEdge Capital Group NewEdge Capital Group provides technology-enabled solutions and services to elite financial advisors who serve high-net-worth clients. Composed of NewEdge Wealth, NewEdge Advisors and NewEdge Securities, the firm oversees more than $120 billion in client assets and supports 550+ financial advisors handling 75,000 accounts for households, family offices and institutions nationwide.
What We Offer: Compensation includes a competitive base salary, with the opportunity to qualify for bonuses or commissions based on the position. NewEdge Capital Group offers a comprehensive benefits package to eligible employees, including health, dental, and vision insurance, short- and long-term disability coverage, life insurance, paid time off, paid parental leave, 401(k) match (subject to applicable waiting periods), and additional voluntary and supplemental benefits to elect based on your needs. Applications will be accepted on an ongoing basis.
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Level

SeniorL5

Salary

$200,000 - $225,000

Location

Brooklyn, NY

Occupation

Investment Fund Managers

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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