Analyst, Consultant, Due Diligence, Compliance and/or Legal
4 Year Degree
We are looking for a Private Markets Investment Due Diligence Analyst - Private Credit focus to join our team. As a Private Markets Investment Due Diligence Analyst with a focus in Private Credit, you will interact with fund managers, take part in manager selection, investment due diligence and strategy analysis.
Fund Investment Due Diligence
The Fund investment due diligence process includes the initial screening of investment managers; participating in meetings with the managers (both virtual and onsite); quantitative performance analysis and qualitative due diligence.
Prepare investment due diligence reports and related written research.
Execute ongoing monitoring of funds in the strategy and clients’ portfolios to ensure recency of existing research and ratings
To the extent possible help build relationships between Albourne, the client and covered managers to assist with client access to funds
Produce up-to-date and accurate Forward Calendar for the assigned strategy
Produce strategy forecasting for assigned strategies within Private Markets
Produce and maintain asset class/industry research outlining the key attributes, trends and drivers of a given strategy
Identify and recommend any additional tools or analytics which will enhance the overall accuracy of our research
Team Management (If applicable)
Management of assigned Private Markets Investment Due Diligence team members, to include allocation of work and task/time management, review reports for team members, mentor and responsible for admin of team members. Ensure team members are productive and meeting their goals.
Conduct screenings, interviewing, and selection process for any open positions within your Private Markets team.
Evaluate team members through performance appraisals and regular touch base meetings
Ensure internal database is maintained with up-to-date information
30 days paid time off each year including Vacation and Holidays
Job Type: Full-time
Location: San Francisco, CA
Work authorization: Must be eligible to work in the United States
Albourne America LLC is an Equal Opportunity Employer. It is the policy of the company to provide equal opportunity for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, national origin, ancestry, gender identity, physical or mental disability, age, medical condition, veteran or marital status, or any other characteristic protected by federal, state or local laws. Albourne America LLC will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco’s Fair Chance Ordinance.
What we’re looking for:
Excellent written and oral communication skills
Relevant prior work experience with 4+ years of experience in the Private Credit space
Proactive self-starter, proficient time management and multi-tasking
Professional demeanor and strong interpersonal skills
Systems literacy (Microsoft Excel, PowerPoint, Word, Outlook)
Possession of or advanced progression towards relevant professional qualifications (i.e. CFA, CAIA) would be considered an advantage
Internal Number: VA219
About Albourne America LLC
Albourne is an industry leading investment consultant with offices around the globe. Our firm of 500+ employees provides advisory services to investors, including institutional investors, financial intermediaries and family offices, on over $550 billion of alternative investments across the liquidity spectrum. We specialize in Hedge Funds, Private Equity, Private Credit, Real Assets, Real Estate and Dynamic Beta.
Albourne empowers its clients by providing Portfolio Advice, Research (Investment, Operational and Quantitative due diligence), Analytics (data and tools) and Implementation (middle and back office) services. We are committed to non-discretionary advice, fixed fee pricing and independence.
Albourne strives to be a sustainable company with three main goals: 1) Aspiring to be a multi-generational firm with broad internal ownership and a Partnership structure; 2) Treating our employees and clients fairly; and 3) Advocating for positive change for its benefit and for the alternative investment industry – best practices have always been a defining part of who we are