What are the responsibilities and job description for the Real Asset Investment Associate position at Alpha Global Search LLC?
A global investment management firm is seeking a Real Asset Investment Associate to support a rapidly expanding real assets portfolio across the U.S. and Europe. This role offers hands-on exposure to institutional real asset investing, including real estate, infrastructure, and agriculture, within a highly collaborative and international investment team.
The Associate will support portfolio monitoring, investment research, fund diligence, and ESG initiatives, while working closely with colleagues in New York, London, and Tokyo.
Responsibilities
- Produce and manage monthly and quarterly portfolio reporting to monitor investment performance
- Prepare real asset and macroeconomic research for presentation to senior management
- Assist with investment due diligence for real-asset-focused commingled funds
- Participate in manager meetings and on-site visits, including touring representative assets
- Support the operations team in managing investment-related activities
- Contribute to the implementation and measurement of ESG initiatives across the portfolio
- Maintain frequent communication with global offices, including London and Tokyo
- Perform additional responsibilities as assigned
Qualifications & Experience
- Bachelor’s degree required; Finance, Real Estate, or a related field preferred
- 2–3 years of relevant experience in real assets at an institutional investor, investment consultant, or investment manager
- (e.g., insurance company, pension fund, endowment, foundation, sovereign wealth fund, or family office)
- Foundational understanding of financial metrics and investment concepts
- Experience interacting professionally with senior investment professionals
- Strong proficiency in Microsoft Office, with advanced Excel and financial modeling skills
- Experience with Excel Macros is a plus
- Working experience with Power BI, including report development using DAX and Power Query, preferred
- Excellent written and verbal communication skills
- Highly detail-oriented, proactive, and able to thrive in a collaborative global environment
- Flexible team player with the ability to adapt to change