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Photon · 3 weeks ago

Subject Matter Expert (SME) – Alternative Investments

Dallas, TX

Full-time

Onsite

Senior Level

7+ years exp

Photon is seeking an experienced Subject Matter Expert (SME) in Alternative Investments to support strategic initiatives and advisory functions across their investment and wealth management business. The role involves providing expertise in alternative asset classes and collaborating with various teams to enhance investment solutions.

E-CommerceInformation TechnologyMobile AppsWeb DesignWeb Development

Responsibilities

Provide subject matter expertise across private equity, venture capital, hedge funds, private credit, real estate, infrastructure, commodities, and digital assets

Lead research, due diligence, and evaluation of alternative investment opportunities

Partner with portfolio management, product strategy, compliance, and operations teams to develop and refine alternative investment solutions

Create and review investment materials including performance reporting, manager due diligence reports, and product recommendations

Support client advisory, sales enablement, and training activities related to alternative investment offerings

Analyze market trends, regulatory developments, and competitive insights to support product positioning and business strategy

Work closely with internal and external stakeholders including fund managers, custodians, and research vendors

Contribute to risk assessment, portfolio allocation models, and benchmarking strategies

Present insights and recommendations to senior leadership and client teams

Qualification

Alternative InvestmentsPrivate EquityHedge FundsInvestment AdvisoryPortfolio ResearchRisk ModelingInvestment Due DiligenceCFA / CAIA / MBAAnalytical SkillsIndustry PlatformsCommunication SkillsPresentation Skills