MOHR Talent ยท 2 days ago
Head of Alternative Investments Due Diligence
Austin, TX
Full-time
Onsite
Director/Executive
$0/yr - $180K/yr
8+ years expMOHR Talent is a leading national wealth management firm seeking a Director of Alternative Investments to shape and elevate its private markets and alternative product platform. This high-impact, client-facing leadership role involves overseeing due diligence, product evaluation, and advisor support across various sophisticated investment solutions.
Staffing & Recruiting
Responsibilities
Lead the due diligence and product approval process for complex investments
Partner with financial advisors on portfolio design and alternative allocation strategies
Build and maintain relationships with asset managers and product sponsors
Deliver market and strategy presentations to internal and advisor audiences
Mentor a high-performing team of analysts and drive continuous platform improvement
Qualification
Required
CFA required
8+ years in wealth management, investment research, or alternative investments
Strong understanding of private markets, structured solutions, and product diligence
Excellent communicator and confident presenter
Preferred
CAIA preferred
JD preferred
Company
MOHR Talent
MOHR Talent is your partner in people, progress, and possibility.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase