Head of Alternative Investments Due Diligence

Head of Alternative Investments Due Diligence

Austin, TX | Up to $180K plus bonus |
CFA/CAIA

A growing financial services firm is looking for a hands‑on leader to manage its alternative investments and due diligence efforts. This is a key role for someone who enjoys analyzing complex investments, leading a team, and supporting financial advisors. If you’re passionate about private markets and helping drive smart investment decisions, this could be a great fit.

• Lead the firm’s due diligence team, ensuring thorough evaluation of investment products across private equity, private credit, private real estate, DSTs, QOZs, structured products, and more.
• Serve as the firm’s go‑to expert on alternative investments, helping shape the product platform and strengthen advisor confidence.
• Partner with financial advisors to design diversified, tax‑efficient portfolios incorporating complex products.
• Collaborate with legal and compliance teams as a decision‑maker on product approval and investment committee representation.
• Deliver market insights and investment strategy presentations to internal teams and advisor audiences.
• Build strong partnerships with third‑party asset managers, coordinating research and product sourcing.
• Guide and mentor a team of analysts, promoting technical excellence and ongoing development.

• 8+ years of direct experience in HNW wealth management
  , with a strong track record in hands‑on due diligence of complex investments.
• Prior leadership of a due diligence or investment research team required.
• In-depth knowledge of private markets and alternative investments.
• Experience advising or supporting financial advisors in portfolio construction and investment selection.
• CFA required
  ; CAIA preferred.
• FINRA Series 7 and 63/65 or 66 preferred (or ability to obtain within 12 months).
• Confident communicator with strong presentation skills.

Seniority level: Director
Employment type: Full‑time
Job function: Finance and Sales
Industries: Staffing and Recruiting

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