Alternative Investments Analyst — Portfolio Strategy & Valuation

TEEMA Solutions Group; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

An investment advisory firm is seeking an Alternative Assets Specialist to support investment and portfolio teams. Responsibilities include evaluating investment opportunities, conducting market research, and monitoring portfolio performance. The ideal candidate has a Bachelor’s degree in a relevant field, a strong interest in alternative investments, and solid analytical skills. Proficiency in Excel and PowerPoint is necessary, and experience in investment research or valuation is preferred. This full-time position is located in New York, NY.

Qualifications

• Bachelor’s degree in relevant field is preferred.
• Interest in alternative investments and portfolio diversification strategies.
• Foundational understanding of private equity, private credit, or hedge strategies is a plus.
• Experience in investment research or valuation is helpful.

Responsibilities

• Support evaluation of alternative investment opportunities across multiple asset classes.
• Conduct market and strategy-level research for alternative assets.
• Assist with investment screening and due diligence support.
• Monitor portfolio exposure, performance, and diversification.
• Support valuation processes for illiquid assets.
• Prepare investment materials and presentations for stakeholders.
• Maintain internal databases related to alternative assets.

Skills

Analytical skills

Organizational skills

Problem-solving skills

Communication skills

Proficient in Excel

Proficient in PowerPoint

Education

Bachelor’s degree in Finance, Economics, Business, or Engineering

Tools

Financial modeling tools

Job description

An investment advisory firm is seeking an Alternative Assets Specialist to support investment and portfolio teams. Responsibilities include evaluating investment opportunities, conducting market research, and monitoring portfolio performance. The ideal candidate has a Bachelor’s degree in a relevant field, a strong interest in alternative investments, and solid analytical skills. Proficiency in Excel and PowerPoint is necessary, and experience in investment research or valuation is preferred. This full-time position is located in New York, NY.