Alternative Investment Consultant

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

• Serves as the subject matter expert across all alternative investment and private market asset classes (private credit, structured credit, real assets, and private equity) with an emphasis on supporting the private wealth/advised retail channel.

• Directly engages with financial advisors in the designated channel/territory and aids existing wholesaler efforts to enhance knowledge and utilization among appropriate advisors and retail investors regarding private markets and alternative investment solutions.

• Demonstrates the ability to present and explain complex investment solutions to advisors in a way that is clear and relatable, whether in small gatherings or larger audiences.

• Oversees a sizable territory and collaborates closely with all levels of the sales organization.

• Provides guidance on portfolio allocation, suitability, structuring, and liquidity considerations for incorporation into advisor portfolios.

• Collaborates with key account managers and the platform due diligence team to promote product placements, recommended list placements, and allocations in model portfolios, as applicable.

• Works alongside Training & Development to create an alternatives education platform for both internal sales professionals and external advisor clients.

• Partners with various Investment, Strategy, and Marketing teams to develop content, marketing materials, and brand awareness campaigns.

• Supports strategic initiatives and projects on behalf of the Alternatives Product Team.

• Develops a deep understanding of the Alternatives ecosystem through ongoing interactions with internal and external clients and stakeholders.

• Coordinates and collaborates with other Investment Specialists, as necessary.

• Engages in meeting preparation, prioritizing relevant information, and advising on presentation content and product positioning.

• Achieves expected sales results and activity levels as defined by the manager.

• Maintains an accurate and up-to-date log of all activities and opportunities in Salesforce CRM.

• Represents MIM/JHI at conferences, events, and meetings in a professional manner.

⛳️ Requirements

• A minimum of 4-6 years of experience in the alternative investment management industry, with direct experience in business development or as a specialist working directly with advisors.

• Prior experience in private credit, structured credit, real assets, and/or private equity is required.

• Knowledge and experience with various investment structures including BDCs, interval funds, tender offer funds, NTRs, and private placements.

• Experience selling into private wealth channels (wirehouses, private banks, broker-dealers, RIAs).

• Awareness of current and historical developments in the non-traded industry and the evolution of products to ensure appropriate positioning of JHIM’s offerings.

• Strong understanding of the operational functions involved in the private market subscription process, including platforms like iCapital, CAIS, +SUBSCRIBE, and others.

• Robust business development skills; established relationships with Alternatives stakeholders at key broker-dealer firms are an advantage.

• Bachelor’s degree; FINRA Series 7 & 66 licenses are required, with CAIA or CFA preferred.

🏝️ Benefits

• Health insurance

• Dental

• Mental health

• Vision

• Short- and long-term disability

• Life and AD&D insurance coverage

• Adoption/surrogacy and wellness benefits

• Employee/family assistance plans

• Retirement savings plans

• Global share ownership plan with employer matching contributions

• Financial education and counseling resources

• Generous paid time off program including up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time