Private Markets Investment Due Diligence Associate Analyst Albourne

Company: Maserati of San Diego
Location: San Francisco
Posted on: November 13, 2024

Job Description:

Albourne is an industry leading investment consultant with offices around the globe. Our firm of 630+ employees provides advisory services to investors, including institutional investors, financial intermediaries and family offices, on over $700 billion of alternative investments across the liquidity spectrum. We specialize in Hedge Funds, Private Equity, Real Assets, Real Estate and Dynamic Beta.
Albourne empowers its clients by providing Portfolio Advice, Research (Investment, Operational and Quantitative due diligence), Analytics (data and tools) and Implementation (middle and back office) services. We are committed to non-discretionary advice, fixed fee pricing and independence.
Albourne strives to be a sustainable company with three main goals: 1) Aspiring to be a multi-generational firm with broad internal ownership and a Partnership structure; 2) Treating our employees and clients fairly; and 3) Advocating for positive change for its benefit and for the alternative investment industry - best practices have always been a defining part of who we are.
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The Role:
We are looking for a Private Markets Investment Due Diligence Associate Analyst to join our team covering the US Buyouts and Growth Equity Strategy in our San Francisco office. As a Private Markets Investment Due Diligence Associate Analyst, you will focus on supporting the fund investment due diligence process, followed by strategy analysis and communication, as well as administrative and maintenance upkeep.
Responsibilities:
Fund Investment Due Diligence

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• The Fund investment due diligence process includes the initial screening of investment managers; participating in meetings with the managers; quantitative performance analysis and qualitative due diligence; and participating in internal discussions that lead to an investment recommendation
  
• Assist in the preparation of investment due diligence reports
  
• Provide ongoing monitoring of funds in client portfolios or on fund lists in the given strategy to ensure accuracy of existing research and ratings
  
• To the extent possible help build relationships between Albourne, the client and covered managers to assist with client access to funds
  
  Strategy Analysis
  
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  • Produce up-to-date and accurate Forward Calendar for the assigned strategy
    
  • Produce strategy forecasting for assigned strategies within Private Markets
    
  • Produce and maintain asset class/industry research outlining the key attributes, trends and drivers of a given strategy
    
  • Identify and recommend any additional tools or analytics which will enhance the overall accuracy of our research
    
    Additional Responsibilities
    
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    • Ensure internal database is maintained with up-to-date information
      
    • Meet deadlines set by management and clients
      
    • Participate in weekly internal group calls
      
    • Communicate with clients as required
      
    • Any other ad hoc projects as assigned
      
      What we're looking for:
      
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      • University graduate or equivalent with 1 - 3 years' experience.
        
      • Excellent written and oral communication skills
        
      • Relevant work experience with knowledge or experience of private markets preferred but not required
        
      • Proactive self-starter, proficient time management and multi-tasking
        
      • Professional demeanor and strong interpersonal skills
        
      • Systems literacy (Microsoft Excel, PowerPoint, Word, Outlook)
        
      • Travel (frequent)
        
      • (Optional) Possession of or advanced progression towards relevant professional qualifications (i.e. CFA, CAIA)
        
      • Regulatory registration (dependent on regional requirements)
        
        Benefits & Perks:
        
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        • Comprehensive Compensation and Benefits Package
          
        • Fully paid Medical and Dental PPO
          
        • Fully paid Basic Life and AD&D
          
        • 401k & FSA
          
        • Hybrid work schedule
          
        • Everyday wellness - onsite monthly fitness & mental health activities
          
        • 30 days paid time off each year including vacation and holidays.
          
          Job Type: Full-time
          Job Pay Transparency: $75,000 - $85,000/year
          Location: San Francisco, CA/Hybrid
          Work authorization: Must be eligible to work in the United States
          Albourne America LLC is an Equal Opportunity Employer. It is the policy of the company to provide equal opportunity for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, national origin, ancestry, gender identity, physical or mental disability, age, medical condition, veteran or marital status, or any other characteristic protected by federal, state or local laws. Albourne America LLC will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco's Fair Chance Ordinance.
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