Opto Investments
Our mission is to ensure that the financial system is routing money to the best ideas while helping people build and protect their long-term financial health$1. .$1
11 - 50
Senior Investment Manager, Private Markets
July 10
🏢 In-office - Manhattan
Opto Investments
Our mission is to ensure that the financial system is routing money to the best ideas while helping people build and protect their long-term financial health$1. .$1
11 - 50
Description
• As a leader in Opto’s investment team, you will be critical to executing Opto’s vision of empowering fiduciaries to invest confidently in private markets. You will focus on investment research and diligence across a wide range of bespoke client mandates including overall portfolio construction and investment research/diligence both at the manager and direct investment level. You will provide insight and guidance in further developing software and data-driven manager research for the Opto platform in partnership with its technology team. • Your day-to-day will include: - Developing Opto’s overall private market views by monitoring overall market trends and demand in the alternative investment space, including private equity, venture capital, real estate, private credit, infrastructure and other asset classes - Building multi-asset private market portfolio to fulfill client mandates - Qualitative and quantitative manager and investment research and due diligence - Continuing to scale systematic processes for investment due diligence, investment performance, and ongoing risk monitoring - Developing market research and educational materials in partnership with our content team
Requirements
• Quantitative analysis skills (fluency in performance data, reporting, economic data, and portfolio math) • Qualitative analysis • Strong communicator (written, verbal, and visual) • Independent problem solver • Experience using technology to source, research and analyze private investments • Experience building quantitative manager research tools • Ability to code and/or build custom financial models • CFA charterholder/CAIA • 5-10 years of experience in an allocator role within private markets/alternative investments • Bachelors Degree in business, finance, economics or related field • Experience working with data and analysis tools
Benefits
• Significant equity • Health, dental, and vision • Unlimited PTO • Retirement savings plan (401k) • Learning, Fitness & WFH stipends • Paid Holidays, Including closing the week in between December 25th and January 1st
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