Alternative Investment Consultant

🕒 Maio 1

🏄 California, Illinois, +1 estados a mais – Remoto

🏄 California – Remote 🌽 Illinois – Remote 🗽 New York – Remote

💵 $125.000 - $216.700 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💸 Planejamento e Análise Financeira (FP&A)

🦅 Patrocina Visto H1B

Esta empresa já patrocinou vistos H1B no passado.

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Manulife

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1887

💸 Finanças

⚕️ Seguro de Saúde

💰 $1.200.000.000 Post-IPO Debt em 2023-03

Finance • Insurance • Healthcare Insurance

A Manulife é um importante grupo internacional de serviços financeiros com sede no Canadá, oferecendo uma variedade de produtos de seguro e gestão de patrimônio a clientes na América do Norte, Ásia e Europa. A empresa é dedicada a ajudar as pessoas com suas necessidades financeiras e de saúde por meio de soluções inovadoras em seguro, investimento e planejamento de aposentadoria. A Manulife se destaca por seu compromisso com a sustentabilidade, diversidade, equidade e inclusão. Foi reconhecida como um dos 100 Melhores Empregadores do Canadá, demonstrando sua dedicação em criar um ambiente de trabalho diversificado e de apoio. Com operações em vários países, a Manulife está comprometida em oferecer um sólido desempenho financeiro e satisfação ao cliente.

Descrição

• Acts as the subject matter expert across all alternative investment and private market assets classes (private credit, structured credit, real asset and private equity) • Engage directly with financial advisors in assigned channel/territory and support existing wholesaler efforts • Ability to deliver and convey complex investment solutions to advisors in an understandable and relatable manner • Manages a large territory and works closely with all levels of the sales organization • Discusses portfolio allocation guidance, suitability, structuring and liquidity considerations for implementation into advisor portfolios • Partners with key account managers and platform due diligence team to drive product placements • Works with Training & Development to build an alternatives education platform • Collaborates with various Investment, Strategy and Marketing teams to build content, collateral, and brand awareness campaigns • Supports strategic initiatives and projects on behalf of Alternatives Product Team • Produces expected sales results and activity levels as defined by manager

🎯 Requisitos

• A minimum of 4-6 years of experience in the alternative investment management industry • 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 • 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) • Strong knowledge of the operational functions for the private market subscription process including platforms like iCapital, CAIS, +SUBSCRIBE • Strong business development acumen; relationships with Alternatives stakeholders at key broker-dealer firms a plus • Exceptional communication skills; ability to effectively articulate complex topics internally and externally • Highly proficient in the capital markets and positioning alternatives as a portfolio allocation • Bachelor’s degree, FINRA Series 7 & 66 licenses required, CAIA or CFA preferred

🏖️ Benefícios

• Health insurance • Dental insurance • Mental health support • Vision insurance • Short- and long-term disability • Life insurance • Adoption/surrogacy benefits • Wellness programs • Employee/family assistance plans • Retirement savings plans (including pension/401(k)) • Global share ownership plan with employer matching contributions • Generous paid time off (up to 11 paid holidays, 3 personal days, 150 hours of vacation, 40 hours of sick time)