Wolfe Research, LLC · 1 day ago
Managing Director- Alternative Asset Management
New York, NY
Full-time
Onsite
Director/Executive
$350K/yr - $400K/yr
10+ years expWolfe Research, LLC is launching a new Alternative Asset Management business aimed at providing institutional investors with access to curated investment opportunities. The Managing Director will lead the investment strategy, deal origination, execution, and portfolio management across private equity and venture capital investments, while building a high-performing investment team and engaging with key stakeholders.
Consumer ResearchInformation TechnologyProduct Research
Responsibilities
Investment Sourcing and Deal Origination: Identify and cultivate a robust pipeline of hybrid investment opportunities, leveraging networks in PE and VC ecosystems. Conduct market research, attend industry events, and build relationships with entrepreneurs, intermediaries, and co-investors
Due Diligence and Execution: Lead comprehensive due diligence processes, including financial modeling, market analysis, competitive landscape analysis, and risk assessment. Structure and negotiate deals, from term sheets to closing, ensuring alignment with the platform's hybrid strategy
Portfolio Management and Value Creation: Oversee post-investment activities, such as strategic guidance, exit planning
Fundraising and Investor Relations: Support capital raising efforts by preparing pitch materials, engaging limited partners (LPs), and demonstrating track record of returns. Contribute to investor reporting, including performance metrics and market insights
Team Leadership and Development: Mentor junior investment professionals, foster a collaborative team culture, and recruit top talent to build the platform's capabilities
Strategic Platform Contributions: Collaborate with senior leadership on overall platform strategy, risk management, and innovation in hybrid investment approaches
Compliance and Risk Oversight: Ensure adherence to regulatory requirements, ethical standards, and internal policies in all investment activities
Qualification
Required
10+ years in private equity, with at least 5 years in a senior role (e.g., Principal or MD level)
Demonstrated exposure to venture capital, growth equity, or crossover investments
Proven track record of successful deals, exits, and value creation
Demonstrated success in deal origination and execution, having closed multiple transactions in relevant sectors and investment stages
Proficiency in financial modeling (e.g., all three financial statements, LBO, DCF, cap tables), valuation skills, and deal structuring
Familiarity with legal aspects of PE/VC transactions
Exceptional leadership and communication abilities
Strong network in investment communities
Analytical rigor with entrepreneurial mindset
High integrity, and the ability to thrive in a fast-paced, rigorous environment
Preferred
Experience in launching or scaling new investment platforms/funds
Strong track record of sourcing, diligencing, executing, and monetizing transactions in private equity and/or venture capital
Benefits
Annual discretionary incentive bonus
Medical, dental and vision coverage
Life, accident and disability insurance
Paid time off packages that include vacation
Sick days/leave
Paid holidays
Paid parental leave
Company
Wolfe Research, LLC
Since Wolfe Research, LLC’s founding in 2008, our mission has been to deliver best-in-class research and service—providing timely, rigorous, and unconflicted insights from the most differentiated, thoughtful and driven Analysts on the Street.
201-500 employees
H1B Sponsorship
Wolfe Research, LLC 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 (5)
2024 (4)
2023 (6)
2022 (2)
2021 (5)
2020 (4)
Funding
Current Stage
Growth StageTotal Funding
$4.55M2020-01-07Series Unknown· $4.55M
Leadership Team
J
Janine McAllister
Chief Administrative Officer
S
Sandra Pallante
Director and Chief Compliance Officer
Recent News
Stifel Financial Corporation
2025-11-12
2025-11-11
Company data provided by crunchbase