Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to be a contributor within the Alternative Investment Group - a collaborative cross functional team of professionals including Investment Specialists, Investor Relations, Due Diligence, Structuring and other functional support colleagues located in New York, Los Angeles, Nashville, London, Geneva, Hong Kong, Singapore, and Mumbai. We seek a high caliber candidate to join our team.
Job Summary
As a Senior Alternative Investments Specialist VP within the Alternative Investments group, you are responsible for the positioning alternative investment opportunities (including hedge funds, semi-liquid alternatives, private equity funds, private credit funds and real assets funds) with advisors internally and Wealth Management clients externally. This will include communications with asset managers, internal investment specialists, and clients considering the use of an alternative asset manager within an investment program. With over $150 billion of client capital invested across alternatives, the team brings a unique perspective to sourcing and offering alternative investment opportunities.
Job Responsibilities
• Working closely with Investment Advisors and Bankers in Asia, as well as with clients, on new product launches and ongoing alternative investment opportunities, specifically covering the Southeast Asia, Australia and China region.
• Representing and articulating the views of the Alternative Investments Group at key internal and external meetings
• Analyzing client multi-asset class investment portfolios and providing alternative investment product and implementation advice in conjunction with Advisors.
• Articulating the manager selection process and how the alternative platform offering fits the Global Wealth Management strategy within a market context.
• Actively participating in Alternative Investment Group meetings, demonstrating leadership.
• Focusing on teamwork, with particular emphasis on fostering and mentoring junior talent within the group.
• Traveling is required at times, accompanied by Fund managers for events.
Required Qualifications, Skills And Capabilities
• Bachelor’s degree or equivalent in any discipline
• Specific knowledge of, and hands-on product experience in alternative investments, including hedge funds, private equity, private credit and real estate
• Minimum 6 years of working experiences with at least 4 years in investment sales, alternative investment due diligence, alternative product investor relations, alternatives product specialist functions, etc.
• Experience in both private investments and hedge funds are preferred.
• Proven client management skills and effective communication skills (oral and written) who can positively engage and influence clients as well as internal stakeholders.
• Strong organizational and prioritization skills, and must be a team player and able to work with different business functions across the bank.
• Operate with a high level of integrity and risk awareness.
• Written and verbal business fluency in Mandarin is required due to frequent interaction with clients from China region.
Preferred Qualifications, Skills And Capabilities
• The candidate needs to register with the MAS for Type 1 (dealing in securities), 4 (advising on securities), and 9 (asset management) licenses.
• Strong knowledge of local regulatory policies and guidelines
• Strong knowledge of relevant financial markets and instruments
• CFA and/or CAIA holder is preferred.
To apply for this position, please use the following URL:
https://ars2.equest.com/?response_id=b1d2015e05d2981d786a60df9f930f87
