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MissionSquare · 15 hours ago

Investment Analyst, Alternatives

DC - HQ

Full-time

Hybrid

Entry, Mid Level

$74K/yr - $111K/yr

1+ years exp

MissionSquare is a financial services corporation dedicated to the retirement needs of public sector employees. The Investment Analyst, Alternatives will support the Fund Manager in managing alternative investment portfolios, conducting research, analysis, and due diligence, while monitoring portfolio performance and preparing reports.

Financial ServicesInsuranceRetirement

H1B Sponsor Likely

Responsibilities

Conduct qualitative and quantitative analysis on alternative investment funds, strategies, and managers

Assist in preparing financial models, performance attribution, and benchmarking for existing and prospective investments

Stay informed on market trends, economic developments, and alternative investment strategies

Assist in the due diligence process for new and existing managers, including data collection, document review, and preparation of summary reports

Participate in meetings and calls with investment managers; help compile notes and follow-up items

Track portfolio performance, cash flows, capital calls, and distributions

Prepare routine and ad hoc reports for internal committees, regulatory filings, and client communications

Maintain accurate records of investment activity and manager correspondence

Support the Fund Manager in implementing portfolio changes and rebalancing activities

Assist with special projects related to investment strategy, compliance, and operational improvements

Coordinate with internal teams such as Finance, Legal, and Compliance on investment-related matters

Help maintain relationships with asset managers and external partners through timely communication and follow-up

Attend industry conferences and meetings as needed to support networking and research efforts

Performs other duties as assigned

Qualification

Investment managementAlternative asset classesQuantitative analysisFinancial modelingPortfolio constructionDue diligenceEthical standardsMicrosoft ExcelMicrosoft PowerPointMicrosoft WordInterpersonal communicationTeam collaboration

Required

Bachelor's degree in business or a relevant field

One (1) to Three (3) Years of Experience in investment management with a focus on alternative asset classes, including private investments and hedge funds

Strong analytical skills, understanding of portfolio construction, and familiarity with due diligence processes

Ability to communicate complex investment concepts clearly and effectively to various stakeholders

Must possess highest ethical standards

Preferred

Experience in one or more investment areas within the private market investing

Experience with fostering relationships among institutional managers and investors

Experience in quantitative and qualitative analysis and/or management of external managers

Experience in reviewing, evaluating and negotiating complex partnerships and contractual agreements

Ability to work independently as well as in a collaborative, team-oriented environment

Excellent written, oral and interpersonal communication skills

Experience and skill in understanding and evaluating sophisticated investment strategies

Strong computer skills (Excel, Powerpoint, Word)

Benefits

Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions

Flexible and hybrid work schedules to support work-life balance

Tuition reimbursement to support continued education

Professional and career development opportunities, including courses and certifications

Comprehensive wellness programs promoting physical, mental, and emotional health

Volunteerism initiatives to encourage community engagement

Company

MissionSquare

Since its founding in 1972, MissionSquare has remained dedicated to helping individuals and their families build financial security.

Founded in 1972

Washington, District of Columbia, USA

501-1000 employees

https://www.missionsq.org

H1B Sponsorship

MissionSquare has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (4)

2024 (11)

2023 (6)

2022 (13)

2021 (8)

2020 (12)