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MOHR Talent · 4 days ago

Head of Alternative Investments Due Diligence

Austin, TX

Full-time

Onsite

Director/Executive

$180K/yr - $180K/yr

8+ years exp

MOHR Talent is a growing financial services firm looking for a hands-on leader to manage its alternative investments and due diligence efforts. The role involves leading a team to evaluate investment products and supporting financial advisors in making informed investment decisions.

Staffing & Recruiting

Responsibilities

Lead the firm’s due diligence team, ensuring thorough evaluation of investment products across private equity, private credit, private real estate, DSTs, QOZs, structured products, and more

Serve as the firm’s go-to expert on alternative investments, helping shape the product platform and strengthen advisor confidence

Partner with financial advisors to design diversified, tax-efficient portfolios incorporating complex products

Collaborate with legal and compliance teams as a decision-maker on product approval and investment committee representation

Deliver market insights and investment strategy presentations to internal teams and advisor audiences

Build strong partnerships with third-party asset managers, coordinating research and product sourcing

Guide and mentor a team of analysts, promoting technical excellence and ongoing development

Qualification

Due diligence leadershipPrivate markets expertiseCFA certificationCAIA certificationInvestment research experiencePortfolio construction supportPresentation skills