POSITION OVERVIEW
We are seeking an experienced investment professional to lead alternative and direct investing research and execution for our growing book of nearly half a billion dollars under management. This role will be responsible for sourcing, evaluating, and managing alternative investment opportunities across private equity, hedge funds, real estate, infrastructure, and direct co-investments for our HNW and UHNW family office clients.
KEY RESPONSIBILITIES
Investment Research & Due Diligence
- Conduct comprehensive due diligence on alternative investment managers and direct investment opportunities
- Build detailed financial models and perform valuation analysis across multiple asset classes
- Prepare investment memoranda and presentations for investment committee and client meetings
- Monitor and analyze portfolio performance, including regular reporting to clients and families
Deal Sourcing & Execution
- Develop and maintain relationships with fund managers, co-investment partners, and deal intermediaries
- Negotiate investment terms and coordinate legal documentation review
- Manage the end-to-end investment process from initial screening through closing
- Identify and evaluate direct investment opportunities alongside or independent of fund investments
Client Relationship Management
- Present investment recommendations to family members and their advisors
- Translate complex investment concepts into clear, accessible presentations
- Customize investment strategies based on individual family objectives, liquidity needs, and risk tolerance
- Participate in quarterly and annual client review meetings
Portfolio Management
- Maintain detailed records of all alternative investments and their performance
- Coordinate capital calls and distribution processing
- Assist with portfolio construction and asset allocation decisions
- Support annual portfolio reviews and strategic planning processes
REQUIRED QUALIFICATIONS
Experience
- 5-10 years of experience in alternative investments, institutional investing, or related field
- Previous experience at family offices, endowments, pension funds, or institutional asset management firms
- Demonstrated track record in private markets due diligence and investment execution
- Experience working directly with high-net-worth individuals or family clients preferred
Technical Skills
- Advanced financial modeling and valuation capabilities
- Deep understanding of alternative investment structures, terms, and economics
- Proficiency in portfolio management systems and performance measurement
- Strong knowledge of regulatory and tax considerations for alternative investments
- Experience with structuring proprietary funds a plus
Education & Certifications
- Bachelor's degree in Finance, Economics, or related field; MBA, CFA, or CAIA preferred
- Series 65 licenses required (or ability to obtain within 90 days)
Personal Attributes
- Exceptional written and verbal communication skills
- Strong analytical and problem-solving abilities
- Detail-oriented with excellent project management skills
- Entrepreneurial mindset with ability to build processes and systems
- Discretion and professionalism when handling confidential family information
WHAT WE OFFER
- Competitive base salary plus performance-based bonus. Amounts based on experience.
- Future equity potential in Riverstone
- Heath plan access/reimbursement
- Retirement plan with company match
- Opportunity to work closely with successful, high growth entrepreneurial families
- Professional development support and continuing education
- Collaborative, entrepreneurial work environment with significant growth potential
ABOUT RIVERSTONE
Riverstone recently celebrated 20 years in service to our clients. As a fee-only fiduciary, we pride ourselves on our moral, ethical, and legal obligation to operate in our client’s best interest, always putting their needs ahead of our own. Riverstone continues to experience tremendous growth, focusing on helping tech founders, small business owners, and executivesachieve their goals through investment, estate, tax, and financial planning. Our team operates out of Atlanta, GA and New Braunfels, TX in a relaxed environment with a results-based approach to work. We are in the office together when possible and work remotely when needed for family or personal obligations.
REPORTING STRUCTURE
This position reports directly to the Chief Investment Officer and will work closely with the founding partners and client relationship teams.
LOCATION
Atlanta - Hybrid
We are an equal opportunity employer committed to diversity and inclusion in our workplace.
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