NewEdge Advisors
Direct Alternative Investments Due Diligence and Research Specialist (NY, New Yo
NewEdge Advisors, New York, New York, us, 10261
Direct Alternative Investments Due Diligence and Research Specialist (NY, New York City)
Location: New York City, NY
Duties/Responsibilities:
Monitor and analyze performance of direct deals, co-investments, and alternative fund investments across private equity, venture capital, private credit, real assets, and other private markets strategies.
Portfolio oversight – Produce high-quality reporting, analytics and insights for client consumption, internal investment committee and family office group
Maintain performance and documentation to support ongoing monitoring
Participate in manager meetings, company update calls, AGMs, and relevant industry conferences
Track key company and fund-level developments, financial performance, capital calls/distributions and valuation updates
Support the development of materials for client reviews, portfolio analyses, and internal diligence memos
Collaborate with operations and client service teams on data accuracy, cash flow tracking and investment administration
Regular dialogue with select clients in partnership with Advisor and Research team
Skills & Qualifications:
5-10 years of relevant investment experience within private markets, family office, fund of funds or institutional allocator environment
CAIA or CFA Preferred
Strong knowledge of private markets including individual asset classes/strategies, direct deals and co-investments
Exceptional analytical and financial modeling skills; ability to interpret complex data and draw meaningful insights
Strong written skills and verbal communication
Strong interpersonal and presentation skills
Excellent organizational skills and attention to detail
Comfort working with senior investment professionals, portfolio company management teams and fund managers
Proficiency with Excel, PowerPoint and portfolio analytics tools
Salary: $200,000 – $300,000 annually, based on experience.
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Duties/Responsibilities:
Monitor and analyze performance of direct deals, co-investments, and alternative fund investments across private equity, venture capital, private credit, real assets, and other private markets strategies.
Portfolio oversight – Produce high-quality reporting, analytics and insights for client consumption, internal investment committee and family office group
Maintain performance and documentation to support ongoing monitoring
Participate in manager meetings, company update calls, AGMs, and relevant industry conferences
Track key company and fund-level developments, financial performance, capital calls/distributions and valuation updates
Support the development of materials for client reviews, portfolio analyses, and internal diligence memos
Collaborate with operations and client service teams on data accuracy, cash flow tracking and investment administration
Regular dialogue with select clients in partnership with Advisor and Research team
Skills & Qualifications:
5-10 years of relevant investment experience within private markets, family office, fund of funds or institutional allocator environment
CAIA or CFA Preferred
Strong knowledge of private markets including individual asset classes/strategies, direct deals and co-investments
Exceptional analytical and financial modeling skills; ability to interpret complex data and draw meaningful insights
Strong written skills and verbal communication
Strong interpersonal and presentation skills
Excellent organizational skills and attention to detail
Comfort working with senior investment professionals, portfolio company management teams and fund managers
Proficiency with Excel, PowerPoint and portfolio analytics tools
Salary: $200,000 – $300,000 annually, based on experience.
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