What are the responsibilities and job description for the ALTERNATIVE INVESTMENT SPECIALIST position at Dynasty Financial Partners?
The Dynasty Investment Team is responsible for the delivery and servicing of the investment platform to the Dynasty network of advisors, which includes Outsourced CIO services, portfolio management, research, due diligence, portfolio consulting support, market commentary, capital market transactions, and more. The incumbent will be integral to the advisory services arm of the business.
RESPONSIBILITIES :
- Contribute to sourcing and research for private markets for Dynasty's Outsourced CIO portfolios and proprietary models
- Conduct investment and operational due diligence on alternative investment strategies that may be used by the Investment Team across the portfolios it manages
- Experience maneuvering alternative investment platforms and knowledge about structuring / building out feeders
- Strong understanding of the Capital Markets and be able to use this knowledge to inform investment decisions incorporating alternative investments and structured products
- Serve as the primary point of contact for clients, providing timely updates, insights, and solutions to address their investment needs
- Driving platform utilization amongst Network Advisors across multiple product sets including SMA, Alternative Investments, and Capital Markets
- Assisting in the investment transition process for new firms joining the network with a focus on platform utilization with a focus on alternative investments and structured products
- Leading and supporting team analysis on a variety of investment research, asset allocation, and capital markets issues
- Analyzing new investment strategies and approaches using alternative investments and structured products
Requirements
BENEFITS
EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.
