Senior Investment Associate — Portfolio & Research Lead

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

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.