Location: New York, NY, United States

Global Alternative Investment Solutions is responsible for the selection and monitoring of alternative asset managers for the Global Private Bank, and U.S. Wealth Management, and advising clients on allocations to alternative investments. This will include communications with asset managers, internal investment specialists, and clients considering the use of an alternative asset manager within an investment portfolio.  Managers include multiple asset classes across hedge funds, private equity funds, private credit funds, and real asset funds.  With over $200 billion of client capital invested across alternatives, the team brings a unique perspective to sourcing and advising on alternative investment opportunities.  The team consists of a collaborative cross functional team of professionals including Investment Specialists, Investor Relations, Due Diligence, Structuring and other functional support colleagues located in New York, Los Angeles, Nashville, London, Geneva, Hong Kong, Singapore, and Mumbai.

Job Responsibilities will include:

• Working closely with U.S. Wealth Management Investment leads, as well as with clients, on new product launches and ongoing alternative investment opportunities. 
• Partnering with multi-asset investment teams on creating and delivering an educational framework for alternatives, strategy types, and portfolio construction, at scale for clients and advisors  
• Representing and articulating the views of the Global Alternative Investment Solutions teams at key internal and external meetings, ensuring voice and tone align with U.S. Wealth Management audience and broader investment framework
• Analyzing client multi-asset class investment portfolios and providing alternative investment product and implementation advice in conjunction with Advisors.
• Broad knowledge of the Global Alternative Investment Solutions platform offerings, with ability to identify and align strategies with the overall U.S. Wealth Management investment implementation view
• Articulating the manager selection process and how the alternative platform offering fits the Global Private Bank strategy within a market context
• Actively participating in Global Alternative Investment Solutions meetings, demonstrating leadership.
• Focusing on teamwork, with particular emphasis on fostering and mentoring junior talent within the group.

 

Required Qualifications, Capabilities and Skills:

• Specific knowledge of, and hands-on product experience in, alternative investments, including hedge funds, private equity, private credit and real estate
• Proven experience in investment management sales; experience within a capital markets environment preferred. 
• The ability to convey knowledge and credibility in front of managers, clients and investors.
• 7+ years of experience in investment sales, alternative investment due diligence, alternative product investor relations, alternatives product specialist functions, etc. Experience in both private investments and hedge funds preferred.
• Strong teamwork and interpersonal skills.
• Strong oral and written communication skills
• FINRA General Securities Representative Exam (i.e. Series 7) and Uniform Securities Agent State Law Examination (i.e. Series 63) required (may take these exams after commencement of employment)

Join the Alternatives Investment Team as an Investment Specialist covering US Wealth Management