Director of Research and Fund Due Diligence

Recruiter
GLASfunds LLC
Location
Cleveland, Ohio
Salary
Commensurate with experience, includes healthcare, care stipend, and other benefits
Posted
13 Sep 2021
Closes
12 Nov 2021
Employment Type
Full Time
Education
Bachelors

About GLASfunds

GLASfunds is a global alternative investment platform offering streamlined and efficient access to institutional level private capital and hedge funds. Founded in 2008, GLASfunds has been a pioneer in offering alternative investment access to financial advisors and their high-net-worth clients. We aim to give advisors the tools, expertise, and support they need to deliver institutional private market portfolios with an unrivaled client experience.

Position Responsibilities:

GLASfunds is seeking a Director of Research and Due Diligence to join our team. This individual will lead the effort in conducting due diligence and approving alternative investment managers for the GLASfunds Platform. This role will consist of significant client engagement and investor education. The position responsibilities will include:

  • Source new investment managers and lead the due diligence process for approving funds on the platform
  • Design and implement a comprehensive investment strategy paradigm and support operational due diligence process
  • Develop clear and comprehensive due diligence reports for all approved funds on the GLAS Platform - including current funds and newly sourced funds
  • Engage with investors, clearly articulate potential risk-return benefits for all offerings, especially between managers with overlapping strategies
  • Articulate key investment strategy approaches by managers and other unique elements of their approaches, including ESG and other unique advantages
  • Provide consultative guidance to wealth advisor clients on current available funds and alternatives portfolio construction
  • Stay abreast of new investment opportunities and trends across all alternative investment  landscape
  • Update the broader GLASfunds on new managers and industry trends to support firm understanding of the market
  • Willing to travel to investment managers and high-profile client advisor meetings as necessary to support the due diligence or client portfolio reviews
  • Support firm’s strategic initiatives by providing feedback and context to build supporting platform for clients and investors
  • Develop educational research content (Thought Pieces, White Papers, etc.) for consumption by GLASfunds clients

Qualifications  

  • 5+ years of conducting alternative investment manager research, preferably for a top tier investment consultant, global bank, Family Office, or large RIA
  • Fund Manager research and due diligence should be the candidate’s primary responsibility at current/most recent firm
  • Demonstrate exceptional qualitative and quantitative analytical skills
  • Strong interpersonal and organizational skills to work independently day-to-day and support broad firm goals over long term
  • Exceptional written and verbal communication skills; ability to lead diligence reviews with managers and present recommendations to investors
  • Bachelor’s degree required
  • CFA or CAIA strongly encouraged, with desire to obtain designation after joining

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