Alternative Investment Consultant

Role Overview

• Acts as the subject matter expert across all alternative investment and private market assets classes (private credit, structured credit, real asset and private equity) with a focus on supporting the private wealth/advised retail channel.
• Engage directly with financial advisors in assigned channel/territory and support existing wholesaler efforts to expand knowledge and use by appropriate advisors/retail investors on private markets and alternative investment solutions.
• Ability to deliver and convey complex investment solutions to advisors in manner that makes them understandable and relatable in both small settings or in larger groups.
• 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, recommended list placements and allocations in model portfolios, as applicable
• Works with Training & Development to build an alternatives education platform for both internal sales professionals and external advisor clients
• 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
• Cultivates an understanding of the Alternatives ecosystem through ongoing interactions with internal and external clients and stakeholders
• Coordinates and collaborates with other Investment Specialists, as appropriate
• Engages in meeting preparation, prioritizing relevant information, and advising on presentation content and product positioning
• Produces expected sales results and activity levels as defined by manager
• Maintains an accurate and current log of all activities and opportunities in Salesforce CRM
• Represents MIM/JHI at conferences, events, and meetings in a professional manner

Requirements

• A minimum of 4-6 years of experience in the alternative investment management industry with 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 is required
• 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)
• Knowledge of current and historical developments in the non-traded industry and the evolution of products to provide appropriate positioning of JHIM’s offerings
• Strong knowledge of the operational functions for the private market subscription process including platforms like iCapital, CAIS, +SUBSCRIBE and others
• Strong business development acumen; relationships with Alternatives stakeholders at key broker-dealer firms a plus
• Bachelor’s degree, FINRA Series 7 & 66 licenses required, CAIA or CFA preferred.

Benefits

• health insurance
• dental
• mental health
• vision
• short
• and long-term disability
• life and AD&D insurance coverage
• adoption/surrogacy and wellness benefits
• employee/family assistance plans
• retirement savings plans
• global share ownership plan with employer matching contributions
• financial education and counseling resources
• generous paid time off program including up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time