The Company:
Albourne is an industry leading investment consultant with offices around the globe. Our firm of 630+ employees provides advisory services to investors, including institutional investors, financial intermediaries and family offices, on over $700 billion of alternative investments across the liquidity spectrum. We specialize in Hedge Funds, Private Equity, Private Credit, Real Assets, Real Estate and Dynamic Beta.
Albourne empowers its clients by providing Portfolio Advice, Research (Investment, Operational and Quantitative due diligence), Analytics (data and tools) and Implementation (middle and back office) services. We are committed to non-discretionary advice, fixed fee pricing and independence.
Albourne strives to be a sustainable company with three main goals: 1) Aspiring to be a multi-generational firm with broad internal ownership and a Partnership structure; 2) Treating our employees and clients fairly; and 3) Advocating for positive change for its benefit and for the alternative investment industry – best practices have always been a defining part of who we are.
Please click here to view Albourne America’s privacy policy.
The Role:
Albourne Partners is seeking a highly motivated Private Markets IDD Senior Analyst to join our Venture Capital team in San Francisco. The successful candidate will provide support for manager selection, investment due diligence (IDD), and related Private Markets (PM) services. This role will contribute to the development of Albourne’s Private Markets Funds initiatives.
Key Responsibilities:
Strategy Coverage:
- Conduct Fund Investment Due Diligence.
- Generate and maintain manager review and due diligence focus lists for assigned strategies and regions.
- Rate managers and articulate the rationale for ratings through active debate within the PM IDD Teams.
- Produce clear and concise investment due diligence reports and recommendations for clients.
- Provide ongoing monitoring of funds in client portfolios or on fund lists.
- Assist clients with accessing managers and building relationships.
- Engage with managers providing high-quality co-investment opportunities and refer these to the internal Customized Investments team.
- Collaborate with the new funds team.
Strategy Analysis and Communication:
- Produce an up-to-date and accurate Forward Calendar for the assigned strategy.
- Develop strategy forecasts for assigned strategies within PM and HF.
- Create and maintain research on the extranet, outlining key attributes, trends, and drivers of a given strategy.
- Identify tools or analytics to enhance the accuracy of ratings and fund selection.
- Communicate Albourne’s house opinions on strategies or funds to clients via phone or email.
Team Management:
- Manage assigned team members, including work allocation, task/time management, report review, mentoring, and administrative responsibilities.
- Conduct screening, interviewing, and selection for open positions within the team.
- Evaluate team members through performance appraisals and regular meetings.
Additional Responsibilities:
- Ensure the internal database is maintained with up-to-date information.
- Meet deadlines imposed by management and clients and communicate any delays effectively.
- Participate in applicable internal group calls to transfer knowledge of PM.
- Support business development activities, including client marketing and portfolio construction.
- Undertake ad hoc projects as requested by the Head of Private Markets IDD or daily line manager.
- Represent Albourne at industry events.
- Report potential conflicts to Compliance and ensure conflict disclosures appear on written research reports.
What we’re looking for:
- University graduate
- 4 to 7 years’ experience in investment due diligence and private markets, with a focus on venture capital.
- Excellent written and oral communication skills
- Proactive self-starter, proficient time management and multi-tasking
- Professional demeanor and strong interpersonal skills
- Systems literacy (Microsoft Excel, PowerPoint, Word, Outlook)
- Travel (frequent)
- (Optional) Possession of or advanced progression towards relevant professional qualifications (i.e. CFA, CAIA)
- Regulatory registration (dependent on regional requirements)
Benefits & Perks:
- Comprehensive Compensation and Benefits Package
- Fully paid Medical and Dental PPO
- Fully paid Basic Life and AD&D
- 401k & FSA
- Hybrid work schedule
- Everyday Wellness - onsite monthly fitness & mental health activities
- 30 days paid time off each year including Vacation and Holidays
Job Type: Full-time
Job Pay: $150,000 - $190,000/year
Location: San Francisco, CA/Hybrid
Work authorization: Must be eligible to work in the United States
Albourne America LLC is an Equal Opportunity Employer. It is the policy of the company to provide equal opportunity for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, national origin, ancestry, gender identity, physical or mental disability, age, medical condition, veteran or marital status, or any other characteristic protected by federal, state or local laws. Albourne America LLC will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco’s Fair Chance Ordinance.
