What are the responsibilities and job description for the Director of Alternative Investments position at Apollon Wealth Management?
Director of Alternative Investments
Reports to: Chief Investment Officer
Status: Exempt
Work Environment: Remote or Hybrid
Job Description:
The Director of Alternative Investments role will be part of the Investment Management team and will report directly to the Chief Investment Officer at Apollon Wealth Management. This person will help enhance and support the Apollon investment platform, which includes proprietary strategies, 3rd party SMAs, direct indexing, alternative investments, and other solutions designed for high-net-worth clients.
- Monitor any updates or changes to approved alternative investment strategies within the organization. Those strategies can include hedge funds, private credit, private equity, private assets, real estate and 1031 Delaware Statutory Trusts.
- Conduct rigorous operational and investment due diligence on alternative strategies.
- Present new strategies recommendations to the Apollon Investment Committee as well as report on macroeconomic trends.
- Help advisors with portfolio construction for high-net-worth clients including incorporating alternative investments.
- Ensure that product and marketing documentation remains current and accurate, reflecting the latest information and developments.
- Provide support to advisors by addressing their inquiries regarding the investment platform.
- Manage third party relationships with alternative investments sponsor firms.
Minimum Education:
- Bachelor's degree.
- MBA preferred.
- CAIA and/or CFA designation preferred.
- 10 - 15 years experience in financial services.
- 6 – 8 years experience conducting due diligence on alternative investments.
- Strong communication skills.
- Strong excel skills.
- Self-motivated.