Analyst, Quantitative Investment Management, Strategic Advisers
Strategic Advisers (SAI) is a registered investment advisor and wholly owned subsidiary ...
RESPONSIBILITIES OF THE SENIOR INVESTMENT OFFICER – OPPORTUNISTIC / ARS
Based in the New York City office, the Senior Investment Officer reports to the Director of Opportunistic and ARS and on an ad-hoc basis to Senior Investment Officers.
Essential Duties and Responsibilities include:
• Lead teams responsible for manager selection, from origination to investment committee presentation, and offer independent recommendations on the merits of investment opportunities.
• Perform due diligence of external managers, including leading the evaluation of the
manager’s investment process, portfolio exposures, risk management, and
• Lead internal and external meetings and build quality relationships with managers
• Serve as an advisor to the director on portfolio weighting, resource allocation, and
new lead generation.
• Challenge asset class heads and other fund leaders on their investment
• Develop and monitor a diverse portfolio of opportunistic / ARS investments, which
includes recurring reviews and ad-hoc analysis of both manager and asset-level
• Monitor selected managers post-closing through observation of board
meetings/calls along with analysis of financial and operational reports of
• Mentor and develop junior investment staff on both investment knowledge and
PREFERRED QUALIFICATIONS/DESIRED COMPETENCIES
• Bachelor’s degree in business, economics, or similar quantitative filed. An advanced
degree and CFA progress are preferred.
• Ten or more years of buy-side or institutional investor experience.
• Ability to conduct quantitative analysis (e.g., models) and research to evaluate
• Ability to form value-added judgements on the merits of investment opportunities with
support and occasional input from the Director.
• Strong knowledge of all aspects of opportunistic investments including valuation
metrics, managers, products, diligence process, institutional portfolio management,
and industry trends.
• Strong knowledge of best practices of manager due diligence and portfolio
• High ethical standards and commitment to the fiduciary responsibilities of a public
• Strong written and verbal communication skills in order to produce investment
memos, deal presentations, and participate in internal investment strategy meetings
as well as external manager meetings.
• Ability to build relationships with a variety of internal and external contacts, such as
consultants, managers, vendors, peer institutions, other departments of OSC, etc.
• Team player who is energized by a collaborative working environment within and
outside of the asset class and is able to complete assignments independently in a
Boston, MA, US
6 hours, 50 minutes ago
Chicago, IL, US
7 hours, 2 minutes ago