Private Equity & Alternative Investments Analyst

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Working under the direction of senior managers assists in the selection evaluation and on-going
monitoring of managers; developing risk and investment guidelines; completing special research/due diligence reports. Analyzes investment performance data &/or the elements of risk present in alternative funds/ managers and liquid alternatives perhaps with the assistance of other staff. May have assigned responsibility for specific asset classes and/or for monitoring/ongoing investment &/or operational due diligence for specific managers. Incumbent may be tasked to support/perform investment &/or operational due diligence activities leveraging qualitative & quantitative tools and approaches. Still refining their understanding of investment decision-making and manager selection.

Help source evaluate/research and monitor 40-50 mgrs for platform of hedge funds fofs and liquid alternatives; help manage a fund of funds (i.e portfolio mgmt.); contribute to published research on hedge fund investment and write monitoring reports; help support and advise firm strategists/brokers and UHNW (and institutional) clients on hedge fund investing our recommended list and the range of education research and support materials available for advisors

Contribute to Research via active help to sourcing evaluating and monitoring hfs hedge fofs and liquid alternatives for 40-50 fund platform Provide guidance to advisors and contribute to published research on alternatives (e.g. guidance portfolios) asset allocation Contribute to the management of a proprietary hedge fund of funds (i.e. MMP) Help serve a hedge fund advisory business by support creation of custom AI portfolios and portfolio completion exercises for advisors their clients and prospects Contribute to research for the portfolio strategy team (i.e. Lerner et al.) and F& E group vis-a-vis advice and guidance on input to AI model allocations manager selection and AI-derived market insights

Required Qualifications:

The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

College degree or equivalent education with relevant grounding in math finance writing and related analytical skills. Ideally this should show strong performance at a competitive undergraduate institution minimum 1-3 years of experience working in financial services investment management or similarly leverageable industry background familiarity/competence in basic computer applications and ideally familiarity with research databases and/or investment tools (e.g. Morningstar Evestment/Tamale Code Red) Strong quantitative skills and/or evidence of skill with excel pertrak/Evestment and/or other common risk measurement/fund evaluation tools Exhibits or possesses high degree of intellectual curiosity about investments research and/or the alternative investment industry; evidence of strong grounding/capability in written analysis research and math

Preferred Qualifications:

Desired Skills:

Relevant undergraduate focus or evidence of passionate engagement with topics in business finance and investments. 1-5 years of financial services or related industry experience; strong grounding in writing skill and mathematics

3) Exhibits or possesses high degree of intellectual curiosity about investments research and/or the alternative investment industry; evidence of strong grounding/capability in written analysis research and math

4) Language skills: especially Asian languages (e.g. Mandarin Japanese) Spanish or Portuguese

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits though eligibility for specific benefits may be determined by the division of Truist offering the offers medical dental vision life insurance disability accidental death and dismemberment tax-preferred savings accounts and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. For more details on Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists defined benefit pension plan restricted stock units and/or a deferred compensation plan. As you advance through the hiring process you will also learn more about the specific benefits available for any non-temporary position for which you apply based on full-time or part-time status position and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race gender color religion citizenship or national origin age sexual orientation gender identity disability veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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