Senior Lead, Alternative Investments & Portfolio Strategy
Sammons Financial Group Companies
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Job summary
Sammons Financial Group Asset Management seeks a senior investment professional to oversee its alternative investments portfolio. You will lead sourcing, due diligence, underwriting, and governance across private equity, private credit, real estate, and other strategies.
Build strong relationships with managers and internal partners to drive disciplined investment decisions. You will evaluate new opportunities, monitor manager performance, and present recommendations to senior leadership,
Qualifications
- Minimum 10 years' institutional investment experience required.
- Strong knowledge of private equity, private credit, real estate, and related strategies.
- Excellent communication and governance capabilities.
Responsibilities
- Lead sourcing, due diligence, and selection of investment opportunities across alternatives.
- Develop investment recommendations aligned with portfolio objectives and liquidity needs.
- Maintain relationships with general partners, consultants, and industry participants.
- Oversee portfolio construction, risk monitoring, and governance reviews.
- Present investment recommendations to senior leadership and governance bodies.
Skills
Education
Job description
Sammons Financial Group Asset Management seeks a senior investment professional to oversee its alternative investments portfolio. You will lead sourcing, due diligence, underwriting, and governance across private equity, private credit, real estate, and other strategies.
Build strong relationships with managers and internal partners to drive disciplined investment decisions. You will evaluate new opportunities, monitor manager performance, and present recommendations to senior leadership,
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