Vice President - Manager Research
Current• Perform investment analysis on traditional and alternative investments including: equity and credit hedge funds, private equity, venture capital, MLPs, private real estate, and environmental, social, & governance strategies• Track portfolios, perform quantitative analysis, engage in regular meetings and update calls, attend annual meetings, track organization changes, and perform operational checks• Source and evaluate new investments and perform due diligence including: quantitative analysis, operational checks, and legal review• Create analytical templates, marketing materials, and attribution reports• Maintain due diligence and research databases
2021 - Present
~5 yrs 6 mos