PRIVATE MARKETS RESEARCH ANALYST

JOB DESCRIPTION
PRIVATE MARKETS RESEARCH ANALYST

Angeles Investment Advisors, LLC is an employee-owned investment advisory firm based in Santa Monica, CA. Angeles provides investment management and advisory services to institutional clients (e.g., endowments, foundations, pension plans, and select high net worth clients). Angeles’ expertise includes investment research, asset allocation, investment policy development, portfolio structure, manager research & selection, and risk management.

ROLES & RESPONSIBILITIES:

Angeles seeks a person to conduct private markets research and to work as part of the research team to identify and diligence private markets fund opportunities for client portfolios. In addition, this person will support monitoring existing private markets managers and assist in ad-hoc projects. The successful candidate will gain exposure to private markets and have direct access to senior professionals. Responsibilities may include:

• Manager Research: Identify, interview, and evaluate new investment managers, as well as conduct ongoing manager monitoring. Provide written documentation of research meetings summarizing the investment thesis and next steps. Make recommendations to the Angeles Investment Committee for manager inclusion on Angeles’ approved list.
• Research Database: Maintain the private markets research database, including research notes, schedule of meetings and pipeline reports.
• Manager Due Diligence: Conduct investment and operational due diligence on investment managers, including quantitative analysis of private markets manager portfolios and fund legal documentation.
• Special Projects: Conduct ad-hoc projects as needed, which may include market studies, annual reviews, and other internal or client-related presentations and recommendations.
• Investment Committee: Participate in and contribute to Angeles’ Investment Committee discussions.
• Perform other duties as needed.

QUALIFICATIONS:

Candidates must have a college degree and 0-3 years of work experience. Private markets experience a plus, but not required. Candidates must be proactive, detail-oriented, capable of working independently, and have a passion for financial markets and investing. Strong verbal, writing, and analytical skills are required, as well as strong proficiency with Word, PowerPoint, and Excel. Angeles is an open and collegial environment where professionals have the opportunity to progress commensurate with their ability.

COMPENSATION:

Salary and title based on experience. Health and profit-sharing benefits, and discretionary annual bonus included.

PROCESS:

Interested parties should send a resume, cover letter and writing sample to jobs@angelesadvisors.com. No telephone inquiries will be accepted for this position.