Investment Analyst, Alternatives

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare.

The Investment Analyst, Alternatives will support the Fund Manager, Alternatives, in managing proprietary alternative investment portfolios, including private equity, private credit, real estate, hedge funds, and other non-traditional asset classes. The Investment Analyst will assist in research, analysis, and due diligence of investment managers and strategies, as well as monitoring portfolio performance and preparing reports. This role is critical in providing analytical and operational support to ensure effective portfolio management and adherence to investment objectives.

Essential Functions for this role include:

• 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

If you have the following skills, we encourage you to apply:

• 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.        
• Technical/Functional Skills (select required or 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).      
• Must possess highest ethical standards

 To benefit your career and support your wellbeing, we offer:

• 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

Click here to learn more about MissionSquare’s benefits.

Equal Employment Opportunity

As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.