$200bn AUM. Independence and objectivity underpin the fiduciary investment consulting services Alan Biller and Associates provides US institutional investors. An employee-owned firm focused exclusively on investment consulting since 1982, we are today one of the largest discretionary consultants in the US. For each of our clients, our seasoned professionals bring fiduciary responsibility, strategic risk oversight, an informed perspective, straightforward communication, and impeccable execution. Details below.
Responsibilities:
- Assist in underwriting new and established Private Equity investment managers with superior skills and competitive advantages.
- Work on restructuring existing portfolios including secondary sales.
- Conduct due diligence including data analysis, manager conference calls, on-site visits, background, regulatory and reference checks, and documentation.
- Evaluate the drivers of risk, return, strategy robustness and quartile ranking.
- Willingness to take initiative, exercise independent judgment and to act decisively while working collaboratively with other Analysts and Consultants.
- Exhibit self-sufficiency, organizational abilities, good team communications and a strong work ethic.
- Make clear presentations and recommendations to internal committees and to non-technical clients.
Requirements:
- Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future.
- Master’s Degree in Economics, Finance or Business and CFA, IA, CAIA a plus.
- Ability to communicate and present ideas effectively, both verbally and in writing. Writing memos documenting our investment decisions is a key part of this role.
- Demonstrated qualitative and quantitative analytic skills assessing private market strategies and opportunities.
- Familiarity with top tier private equity and private debt managers. Manage ongoing relationships with existing and potential investment managers.
- Capable of multi-tasking with strong attention to detail and promoting team-oriented attitude with desire to work on various projects.
- Attend client meetings with our client-facing team as needed.
- Five years (or more) of relevant experience and a minimum of three years in Private Equity and Private Debt manager research.
- Advanced Excel skills and financial information systems e.g., Preqin, HFR.
- Experience in portfolio analytics/attribution with Barclays Point, Factset or Bloomberg.
- Travel approximately 20% of the time.
Base Salary Range: $160,000-185,000 DOE
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.
