Alternative Investment Specialist Blog Post

We are the industry advocate for independent advisors. Our mission is to help advisors achieve their entrepreneurial dream of building a more successful enterprise defined by their ability to deliver high-quality, customized financial advice to their clients. Details below. Description The Dynasty Investment Team is responsible for the delivery and servicing of the investment platform to the Dynasty network of advisors, which includes Outsourced CIO services, portfolio management, research, due diligence, portfolio consulting support, market commentary, capital market transactions, and more. The incumbent will be integral to the advisory services arm of the business. RESPONSIBILITIES: Contribute to sourcing and research for private markets for Dynasty’s Outsourced CIO portfolios and proprietary models Conduct investment and operational due diligence on alternative investment strategies that may be used by the Investment Team across the portfolios it manages Experience maneuvering alternative investment platforms and knowledge about structuring/building out feeders Strong understanding of the Capital Markets and be able to use this knowledge to inform investment decisions incorporating alternative investments and structured products Serve as the primary point of contact for clients, providing timely updates, insights, and solutions to address their investment needs Driving platform utilization amongst Network Advisors across multiple product sets including SMA, Alternative Investments, and Capital Markets Assisting in the investment transition process for new firms joining the network with a focus on platform utilization with a focus on alternative investments and structured products Leading and supporting team analysis on a variety of investment research, asset allocation, and capital markets issues Analyzing new investment strategies and approaches using alternative investments and structured products Requirements CFA Charterholder or progress toward CFA Charter preferred. Achievement of or progress toward MBA, CIMA, or CAIA designations a plus, but not required. 5 to 7 years of relevant experience of due diligence, portfolio construction, and product implementation for a wide range of clients focusing on alternative investment and structured products. Understanding of portfolio management, portfolio analysis, and attribution Solid understanding of financial markets, investment products, and capital markets Strong communication and interpersonal service skills Excellent writing, presentation, and organizational skills Excel and PowerPoint experience required Experience with financial industry software and analytical tools, such as YCharts, Morningstar Direct, Zephyr, or Bloomberg is preferred Detail oriented and thorough in completing projects/tasks Intellectual curiosity and critical thinking skills Must have initiative and ability to complete tasks with minimal supervision Interest in working in a team environment with a willingness to pitch in where needed BENEFITS Health Insurance Vision insurance 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY: Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

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