GIMA Alternative Investments Due Diligence, Investment Solutions, Director, Wealth Management

Perform initial and ongoing investment due diligence on alternative investment strategies (private equity, private credit, private real assets, hedge funds) Participate in alternative investment manager meetings on a regular basis, taking meeting notes Prepare written research reports and commentaries on fund managers and thought leadership pieces on market trends and opportunities impacting alternative investment strategies Conduct quarterly liquid risk analysis to determine exposure to alternative investment products Prepare quarterly and annual notes/reviews on alternative investment strategies Prepare peer analyses to compare various alternative strategies and managers. Analyze managers in relation to their investment process, track record, attribution, portfolio construction, and risk management capabilities Adhere to policies and procedures for ongoing due diligence, written research notes, and updating reports. Interact with the GIMA onshore analysts as well as other internal teams including Operational Due Diligence, Product Management, Sales, Legal, and Compliance, as needed. Support a collegial, team atmosphere including idea sharing, learning, and collaboration across the firm. Remain up-to-date on the WM Global Investment Office's (GIO) market views, hedge fund trends, regulatory matters, and broader market developments impacting funds, managers, clients, and the industry. 6-8 years of job experience in the financial services industry. Experience in alternative investments is preferred. Knowledge of various alternative investment strategies. Demonstrated oral and written communication skills, including experience drafting internal memorandum and detailed reports. Strong analytical and quantitative skills. Detail-oriented with ability to multi-task and handle multiple priorities. Ability to summarize large quantities of information and to work under pressure without sacrificing accuracy. Must be able to efficiently interface with onshore GIMA analysts. A willingness to learn and to work within a close-knit team. Undergraduate degree required. CFA, CPA, and/or CAIA not required but viewed favorably. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.