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About the Role
The Investment Senior Associate will serve as an integral member of the Alternative Investments team, managing and executing multiple aspects of the investment process. This role involves conducting financial, qualitative, and quantitative analysis to invest in private equity funds, hedge funds, and other alternative asset classes.
Responsibilities
- Manage investment process tasks: origination, perform due diligence, investment recommendation, and assist counsel in closing legal documentation
- Monitor and analyze the existing portfolio: track individual funds’, sub-strategies’, and portfolio performance as well as managers’ team developments
- Participate in meetings with prospective and existing investment managers and attend managers’ Annual Meetings
- Assist in due diligence of co-investment opportunities
- Maintain current knowledge of global capital markets and macro/microeconomic conditions to best determine how these conditions impact or present opportunities for the portfolio.
- Develop and maintain productive working relationships with internal team members and key external contacts to stay abreast of timely investment information and opportunities.
- Demonstrate a solid working knowledge of industry/asset class/collateral and commonly utilized performance metrics as well as historical, current, political, regulatory and legal environment factors impacting outlook.
- Perform other duties as assigned.
Requirements
- MBA or MS in Finance, Accounting, Statistics, Economics, Mathematical Sciences, Engineering, Business, Data Analytics or related focus of study.
- 7+ years of institutional investment management experience, within the Alternative Investments space.
- Experience investing across asset classes especially alternative asset classes including hedge funds, private equity, and venture capital.
- Ability to conduct investment research with minimal direction.
- Ability to communicate effectively and to defend investment recommendations and opinions to influence portfolio outcomes.
- Valuation discipline, knowledge of accounting methodologies and ability to evaluate capital allocation decisions.
- Remain current regarding market, political and economic developments and relate this information to investment research.
- Extensive financial modeling skills.
- Strong attention to detail and highly analytical.
- Strong knowledge of quantitative techniques and risk management.
- Strong interpersonal and communication skills, including presentation skills.
- Experience utilizing investment related analytical tools such as Bloomberg, FactSet, BARRA, or Thomson-Reuters.
- Experience utilizing artificial intelligence for data analysis and investment presentations.
- Experience with FrontInvest or comparable alternative assets accounting and reporting software.
- Strong knowledge Microsoft Office Suite – Word, PowerPoint and Excel.
- Chartered Financial Analyst Designation (CFA) or Chartered Alternative Investments Analyst (CAIA).
- 5 years of institutional investment management experience.
- Bachelors degree in Finance, Accounting, Statistics, Economics, Mathematical Sciences, Engineering, Business or related focus of study.
Skills
- Alternative Investments
- Financial analysis
- Qualitative analysis
- Quantitative analysis
- Due diligence
- Investment recommendation
- Portfolio monitoring
- Performance analysis
- Capital markets knowledge
- Macroeconomic conditions
- Microeconomic conditions
- Valuation
- Accounting methodologies
- Capital allocation
- Financial modeling
- Attention to detail
- Analytical skills
- Quantitative techniques
- Risk management
- Interpersonal skills
- Communication skills
- Presentation skills
- Bloomberg
- FactSet
- BARRA
- Thomson-Reuters
- Artificial intelligence for data analysis
- Investment presentations
- FrontInvest
- Microsoft Office Suite (Word, PowerPoint, Excel)
Experience Level
- 7+ years of institutional investment management experience
- 5 years of institutional investment management experience
Education Level
- MBA or MS in Finance, Accounting, Statistics, Economics, Mathematical Sciences, Engineering, Business, Data Analytics or related focus of study.
- Bachelors degree in Finance, Accounting, Statistics, Economics, Mathematical Sciences, Engineering, Business or related focus of study.
- Chartered Financial Analyst Designation (CFA)
- Chartered Alternative Investments Analyst (CAIA)
Salary/Compensations
- $123,400.00 - $203,600.00
Benefits
- Health Insurance: Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.
- Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum.
- Student Loan Debt Program: If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account.
- Pension Plan: Eligible for a Pension Plan that is 100% funded by Travelers.
- Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
- Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
- Volunteer Encouragement: Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
About the Company
- Taking care of our customers, our communities and each other. That’s the Travelers Promise.
- By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years.
- Join us to discover a culture that is rooted in innovation and thrives on collaboration.
- Imagine loving what you do and where you do it.
Equal Opportunity
- Travelers is an equal opportunity employer.
- We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
- In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
- If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.
- Travelers reserves the right to fill this position at a level above or below the level included in this posting.