Subject Matter Expert; SME – Alternative Investments

Subject Matter Expert (SME) – Alternative Investments

We are seeking an experienced Subject Matter Expert (SME) in Alternative Investments to support strategic initiatives, product enhancement, research, and advisory functions across our investment and wealth management business. The ideal candidate should have deep expertise across key alternative asset classes, strong analytical and advisory capabilities, and proven experience working with Institutional, UHNW, or HNW clients.

• Provide subject matter expertise across private equity, venture capital, hedge funds, private credit, real estate, infrastructure, commodities, and digital assets
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• Lead research, due diligence, and evaluation of alternative investment opportunities.
• Partner with portfolio management, product strategy, compliance, and operations teams to develop and refine alternative investment solutions.
• Create and review investment materials including performance reporting, manager due diligence reports, and product recommendations.
• Support client advisory, sales enablement, and training activities related to alternative investment offerings.
• Analyze market trends, regulatory developments, and competitive insights to support product positioning and business strategy.
• Work closely with internal and external stakeholders including fund managers, custodians, and research vendors.
• Contribute to risk assessment, portfolio allocation models, and benchmarking strategies.
• Present insights and recommendations to senior leadership and client teams.

• 7–12+ years of experience in Alternative Investments, Private Markets, Portfolio Research, or Investment Advisory.
• Strong knowledge of Private Equity, Hedge Funds, Real Estate, Private Debt, and Structured Products
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• Experience supporting institutional investors, wealth management, or asset management clients.
• Familiarity with industry platforms (e.g., Bloomberg, Preqin, Pitch Book, Aladdin, Morningstar, eVestment) preferred.
• Understanding of portfolio construction, risk modeling, and investment due diligence.
• Exceptional analytical, communication, and presentation skills.
• CFA / CAIA / MBA in Finance preferred (not mandatory but strongly desirable).

Mid-Senior level

Full-time

Information Technology

IT Services and IT Consulting