Alternative Investment Analyst - Franklin, TN

In-N-Out Burgers, Inc.; Franklin (TN); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401(k)/Profit Sharing Plan

Education Reimbursement

Adoption Assistance

Pet Insurance

Job summary

In-N-Out Burgers, Inc. is hiring an Alternative Investment Analyst in Franklin, TN. This role involves assisting in managing alternative investments and supporting the Portfolio Manager across all investment lifecycle stages, including due diligence and performance monitoring.

Ideal candidates will have a Bachelor's degree in finance or a related field and 3-6 years of relevant experience. Strong analytical skills and excellent MS Office proficiency are preferred. Competitive benefits including Medical, Dental, 401(k), and Education Reimbursement are offered.

Qualifications

• 3-6 years of experience in investment management or alternative assets.
• Experience in investment banking or finance departments.
• Ability to operate with integrity and handle confidential information.

Responsibilities

• Assist in managing a portfolio of private investments.
• Support evaluation of potential new investment managers.
• Conduct regular updates on due diligence.

Skills

Analytical skills

Knowledge of capital markets

Excellent MS Office Suite skills

Communication skills

Customer service orientation

Education

Bachelor’s degree in Finance, Economics, or Accounting

CFA, CAIA, MBA, CPA, or JD recommended

Job description

Alternative Investment Analyst - Franklin, TN

Location: 1948 Double Double Drive, Franklin, TN

Work Type: Full-time

Department: Family Office

Description & Requirements

The Alternative Investment Analyst reports to the Alternative Investment Portfolio Manager and is responsible for assisting in the management of alternative investments for the Family Office and related 501(c)3’s. This individual would support the Portfolio Manager through all stages of the investment lifecycle, including sourcing, diligence and managing commitments. Exposure includes primary and fund of fund commitments to Private Equity, Private Real Estate, Private Credit, Venture Capital and Hedge Fund investments. The role will require administrative, research, and off‑site work as described below.

General Responsibilities

• Assist in management of a portfolio of private investments, including monitoring individual manager performance and risk, fostering relationships with investment partners, conducting periodic updates to initial due diligence, and conducting periodic on‑site visits with key investment and operations personnel.
• Assist in the evaluation of potential new investment managers using quantitative and qualitative skills.
• Investigate a potential manager’s background, prior track record of success, and investment process that will drive future investment gains.
• Continually update the internal databases of performance, investment holdings, market exposures, and interactions with managers in the current portfolio.
• Integrate data supplied from investment managers with that available to provide detailed reporting to the portfolio manager and investment director.
• Periodically review investment sub‑strategies to evaluate the market opportunity and universe of managers that may result in changes in the portfolio allocation or roster of managers.
• Assist in the preparation of investment memoranda detailing the investment rationale of a proposed investment.
• Assist in the preparation of standard and ad‑hoc reports and presentations to facilitate communication and transparency to the investment committee, leadership teams, and other internal and external entities as required.
• Perform other work‑related job duties as required.
• Travel: approximately 15% of the year will be spent traveling nationwide.
• Excellent benefits, including Medical, Dental, Vision, Life Insurance, FSA, 401(k)/Profit Sharing Plan, Adoption Assistance, Education Reimbursement, Supplemental Health Plans, and Pet Insurance.

Qualifications

• Bachelor’s degree required; emphasis on Finance, Economics, or Accounting is a plus.
• CFA, CAIA, MBA, CPA, or JD recommended.
• 3-6 years of experience in investment management, alternative assets group of an insurance company, pension, endowment, foundation or family office.
• 3-6 years of investment banking experience, or working in a finance or investment department.
• Knowledge of capital markets, investments and market landscape, preferably with some knowledge of private market investments.
• Excellent knowledge of MS Office Suite (Word, Excel, PowerPoint).
• Excellent listening skills, including the ability to identify and isolate concerns or objections.
• Ability to identify problems, collect data, establish facts, and draw valid conclusions.
• Make recommendations based on alternatives and options and develop unique analyses to assess investment strategies.
• Balance of strong analytical skills.
• Strong moral compass: ability to operate with integrity and professionalism when handling sensitive and confidential information.
• Strong customer service orientation.
• Ability to work autonomously/independently, yet be an integral part of an overall team environment.
• Capacity to manage competing priorities while keeping sight of big‑picture objectives.
• Highly adaptable with excellent time‑management and follow‑through skills.