Fund Research Analyst
Alan Biller and Associates - Menlo Park, CA

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Job Summary:
Review asset managers representing all asset classes including alternative investments. Follow an in-depth procedure documenting selection process. Complete detailed due diligence on managers being considered, especially with regard to risk and oversight controls. Strong working knowledge of fund types and contracts e.g., mutual funds, collective trusts, limited partnerships and master-feeder structures.

Requirements:

  • 5+ years, minimum, of investment experience
  • MBA or MS in Economics, Math or Finance, or related discipline.
  • CFA designation a plus. (CFA holder preferred)
  • Excellent computer skills with a high level of proficiency in Excel
  • Superb writing skills
  • Demonstrated self-sufficiency and extremely well-organized
  • Personable, excellent communication and presentation skills
  • Must be a great team member

This is an ideal job for someone who has a broad exposure to capital markets, across asset classes and with experience in a multi-manager environment, such as a family office, an institutional investor, or an investment consulting firm.

For more information, please visit our website at: www.alanbiller.com

In business since 1982, Alan Biller and Associates, located in Menlo Park, CA is a small (30 employees), privately-held investment consulting firm with an impeccable reputation for ethical behavior. We have been growing at 14+% per year, all through referral and are seeking a highly motivated team member with a strong work ethic.

We hire the best and the brightest, and because of our size and culture every employee has a chance to make a significant contribution to our firm. We provide full service investment consulting to over 100 multi-employer, corporate and public employee benefit plans, as well as HNW families and foundations. Assets under advisement are in excess of $60 billion and represent all asset classes. We pride ourselves on our complete independence, analytical expertise, fiduciary status and integrity.


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