Director Of Alternative Investment Research
CurrentPerform due diligence on the firm’s current investments and uncover new investment opportunities through bottom-up and top-down analysis. Provide the Chief Investment Officer and Investment Committee with data and research to inform the firm’s investment decisions.Responsibilities:• Lead manager on firm's structured note portfolio• Lead manager on firm's covered call strategy• Co-manager on firm's 20-30 position growth stock portfolio• Co-manager on firm's digital asset portfolio• Lead analyst on private real estate investments• Market and economic analyst. Prepare market and economic analysis to help inform decision makingAccomplishments:• Led buildout of firm's structured note program. Structured notes now responsible for $400 million in AUM• Co-creator of firm's digital asset strategy, strategy mentioned in Barron's• Co-creator of firm's growth stock strategy, now responsible for $70 million in AUM• Helped lead implementation of Preqin software to increase sophistication of firm's private investment research and due diligence process