Senior Investment Associate

Alder Companies; Columbus (OH); On-site; USD 160,000 - 215,000; Full time

Benefits offered by this job

Ten Paid Holidays

Discretionary Annual Bonus

401(k) Match

Medical Insurance

Dental Insurance

Vision Insurance

HSA / FSA

Life Insurance

AD&D

Long-Term Disability Insurance

Parking

Data plan stipend

Job summary

Alder Companies is seeking a Senior Investment Associate to lead research, evaluation, and monitoring of investments across public and private markets. You will write memoranda, prepare market commentary, and create polished presentations for investment committees and boards.

The role emphasizes quantitative and qualitative analysis, development of investment views, and ongoing underwrite of existing investments within a collaborative Alder Ventures team in Denver.

Qualifications

• Bachelor’s degree in finance, economics, accounting, business, mathematics, statistics, or a related field.
• Five or more years of relevant post-degree experience in investment research, investment consulting, performance measurement and analysis, asset management, institutional investing, family office, private markets, or a related field.

Responsibilities

• Conduct in-depth qualitative and quantitative research and due diligence across public and private investments.
• Analyze investment strategies, organizations, people, processes, portfolios, performance, terms, risks, and potential fit within the overall portfolio.
• Build and review financial models, valuation analyses, performance comparisons, benchmark analyses, scenario analyses, and other decision-support tools.
• Develop independent, well-reasoned investment views and make clear recommendations with underwriting assumptions and risks.
• Write investment memoranda, manager research reports, and portfolio commentary translating complex analysis into concise conclusions.

Skills

Investment research

Due diligence

Financial modeling

Valuation analysis

Portfolio construction

Communication

Education

Bachelor's degree in finance/related

Tools

Excel

PowerPoint

Bloomberg

FactSet

Job description

Are you an Investment Professional looking for your next great opportunity? Alder Companies is hiring, and we would like you to consider us as your next employer. We’re located in beautiful Cherry Creek in Denver, CO, known for being the premier outdoor retail and dining destination as well as for the convenient location next to the Cherry Creek Shopping Center.

Who we are

Alder Companies is a family led real estate development and investment management company generating meaningful returns and long-term value for our companies, colleagues, and communities.

Who we need

The Alder Ventures team is currently searching for a Senior Investment Associate to support the research, evaluation, selection, implementation, and ongoing monitoring of investments across public and private markets, including investment managers, funds, co-investments, and direct investments.

Research and communication are central to the role. The Senior Investment Associate will conduct rigorous qualitative and quantitative analysis; synthesize complex information into clear, well-supported conclusions; write investment memoranda, research papers, and portfolio or market commentary; and create polished presentations for internal investment discussions, investment committees, family boards, and other audiences. The role also contributes to portfolio construction, asset allocation, performance evaluation, risk monitoring, and the continued development of a best-in-class investment function. Primary responsibilities will include:

• Conduct in-depth qualitative and quantitative research and due diligence across public and private investments, including investment managers, funds, co-investments, and direct investments.
• Analyze investment strategies, organizations, people, processes, portfolios, performance, terms, risks, and potential fit within the overall portfolio.
• Build and review financial models, valuation analyses, performance comparisons, benchmark analyses, scenario analyses, and other decision-support tools.
• Develop independent, well-reasoned investment views and make clear recommendations that identify the opportunity, key underwriting assumptions, expected return drivers, downside risks, portfolio role, and outstanding diligence items.
• Write high-quality investment memoranda, manager research reports, research papers, meeting notes, market commentary, and other written materials that translate complex analysis into concise, decision-useful conclusions.
• Create and deliver clear, accurate, and visually effective presentations for investment team meetings, investment committees, family boards, and other internal or external audiences.
• Plan and participate in meetings with investment managers, company management teams, advisors, and other market participants; prepare questions, evaluate responses, document conclusions, and coordinate follow-up diligence.
• Monitor and continually re-underwrite existing investments by reviewing performance, exposures, attribution, organizational developments, market conditions, and changes to the original thesis; promptly elevate material issues.
• Research capital markets, economic developments, industries, companies, asset classes, and investment themes, and communicate implications for asset allocation, manager selection, portfolio construction, liquidity, and risk.
• Assist with investment manager searches, asset allocation studies, portfolio structure reviews, investment policy statements, and implementation recommendations.
• Contribute to portfolio reporting, benchmarking, valuation review, cashflow and liquidity planning, exposure analysis, and risk monitoring.
• Collaborate with the Senior Portfolio Manager and other Alder Ventures staff to manage priorities, meet deadlines, and produce consistently high-quality work.
• Actively build and maintain relationships with investment managers, company management teams, peers, and other members of the investment community.
• Support the development of junior team members through feedback, knowledge sharing, and review of analytical work, as assigned.

What you will bring to the position:

The successful candidate will be a collaborative team player with a passion for investing, intellectual curiosity, sound judgement, and a commitment to continuous learning. Bringing a quantitative aptitude and excellent research skills, the Senior Investment Associate also has experience evaluating one or more of the following: private equity, venture capital, private credit, hedge funds, and/or direct investment opportunities. The ability to clearly communicate complex investment topics effectively and build productive relationships will be critical to this role. Top requirements for the position include:

• Bachelor’s degree in finance, economics, accounting, business, mathematics, statistics, or a related field.
• Five or more years of relevant post-degree experience in investment research, investment consulting, performance measurement and analysis, asset management, institutional investing, family office, private markets, or a related field.

What we can offer you:

Compensation:

$160,000 - $215,000 salary range plus a material performance-based bonus.

Employee Benefits:

• Ten Paid Holidays.
• Discretionary Annual Bonus.
• 401(k) Match.
• Company subsidized Medical and Dental Insurance available for Employee, Employee + Spouse, Employee + Child(ren), and Employee + Family.
• Vision Insurance available for Employee, Employee + Spouse, Employee +Child(ren), and Employee + Family.
• Healthcare and Dependent Care Flexible Spending Account.
• Health Savings Account and Limited Purpose Flexible Spending Account for High-Deductible Health Plan (HDHP).
• Company Provided Employee Life, Employee AD&D, and Long-Term Disability Insurance.
• Supplemental Life Insurance for Employee, Spouse, and Child(ren).
• Supplemental AD&D Insurance for Employee and Spouse.
• Voluntary Short-Term Disability, Critical Illness, Hospital Indemnity, and Accident Insurance.
• Paid parking.
• Monthly data plan stipend.

Is our workplace the right fit for you?

Alder strives to build and maintain a first‑class team and culture where employees learn and grow, find satisfaction in their hard work and are rewarded for their efforts. Our inclusive, collaborative culture is grounded in personal growth and employee well‑being. We regularly ask ourselves “What is the right thing to do?“ And, even in the face of difficulties, we know the difference between right and wrong and we act accordingly. We check our egos at the door, roll up our sleeves and do our jobs well. We strive to create a supportive environment where everyone feels welcome, regardless of their personal or professional backgrounds. Our environment is one where people can do their best work and be their authentic best selves. We hold one another accountable and view that as the ultimate way to learn, grow and improve. We believe our success is directly tied to yours. We care about one another, we value respect and trust, and we count on and believe in one another. As a result, Alder is a place where you can build a career for the long haul knowing you are growing, stronger, together.

• Act with Integrity
• Grow Together
• Take the Long View

Alder is dedicated to the principles of equal employment opportunity (EEO) in any term, condition, or privilege of employment. We do not discriminate against applicants or employees on the basis of age, race, religion, creed, color, national origin, ancestry, sex, gender identity, sexual orientation, pregnancy, physical or mental disability, genetic information, military status or any other status protected by state or local law. All employment is decided on the basis of qualifications, merit, and business need. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce.

Alder complies with the Equal Pay for Equal Work Act. Alder requests that the applicant does not disclose their wage rate history to Alder Companies. If Alder comes into possession of the applicants’ wage rate history for any reason, Alder will not rely on it in determining a wage rate.

Alder requests that the applicant not provide information related to age, date of birth or graduation date from any academic institution, including on resumes.