Legacy Knight is an independent family office serving multiple high-net-worth families — the principals of which are most often extraordinary business owners and entrepreneurs whose success has enabled them to amass great wealth. Details below.
Qualifications
- Bachelor’s degree with a strong academic record.
- 1-2 years of relevant experience
- Excellent analytical skills
- Ability to effectively communicate both orally and in writing to investment managers, internal staff, and third-party vendors
- Ability to work independently and be a self-starter
- Intellectual curiosity and the ability to think critically
- Experience working with any of these tools is a plus: FactSet, Addepar, Claude
Position overview
In this role, you will:
- Conduct investment and manager research across a range of alternative investment asset classes.
- Be responsible for client facing quarterly updates on existing investments along with communicating key updates to the team.
- Work with other members of the investment team to draft and present investment recommendations to the internal Investment Committee for review and approval for inclusion in client portfolios.
- Conduct deep economic research to develop thematic investment insights that drive manager research and investment efforts.
- Design and produce internal reporting and analysis of activities and results across all investment strategies and funds.
Detailed role responsibilities
Direct and Fund Investment Underwriting
- Work alongside investment team to underwrite investments in funds across a variety of asset classes such as private equity, private credit, venture capital, real assets, hedge funds, and more.
- Work alongside the investment team to underwrite direct investments into companies across a variety of sectors, stages, and geographies.
- Conduct due diligence and present findings to internal investment committee for inclusion in client portfolios.
- Work alongside client facing team members to help craft compelling materials to present investment ideas to clients for investment.
Economic and Thematic Research
- Conduct deep economic research using a variety of resources across topics relevant to the investment universe.
- Synthesize the economic research into actionable deliverables that will be used to help guide client discussions.
- Utilize research to help identify compelling areas for thematic investments.
Investment Reporting and Communications
- Quarterly, craft outward facing updates on existing investments to be used in client communications.
- Work alongside team members and the compliance department to ensure that all outbound materials comply with relevant rules and regulations.
- Design and produce internal reporting and analysis of activities and results across all approved investments
Message from Allocator Jobs: To help prepare you for this role, take a look at the Institutional Allocator (IA) program from our partnership organization, the Allocator Training Institute. The IA program curriculum gives you a solid foundation of investing from the allocator’s perspective. You’ll learn how to evaluate investment managers, create an ‘endowment-model’ multi-asset class portfolio, and the quantitative tools necessary to succeed in the role. The three-part program can be completed in less than one year and exams are available every quarter-end month. This is the program that will help you start and then accelerate your allocator career. Reach out if you have any questions.
