What are the responsibilities and job description for the Alternative Investment Analyst position at Independent Financial Group, LLC?
Position Overview
Independent Financial Group (IFG) is seeking an Alternative Investment Analyst to evaluate and analyze both existing and prospective alternative investment partners and products. This includes investment types such as real estate, private equity, hedge funds, fixed income, oil and gas, and more.
The Analyst will be responsible for assessing and monitoring investments, preparing reports, and presenting findings to the firm’s senior management. In this role, the Analyst will collaborate with a variety of stakeholders, including IFG’s Registered Representatives, internal department teams, and senior executives from investment sponsor firms.
Founded in 2003, IFG provides an array of business solutions supporting more than 482 independent financial professionals across 372 offices nationwide. IFG was named among the “Fastest Growing Private Companies in the US” by Inc. 5000 in 2020, for the eighth time since 2010. San Diego Business Journal ranked IFG #7 among the Largest Private Companies in San Diego in 2022. IFG was ranked 19th Independent Broker-Dealer based off revenue in 2023 by Financial Planning Magazine. In 2024, IFG was ranked 16th largest among national independent broker-dealers by Financial Advisor Magazine, based on revenue.
Job Duties
Education and Experience
Independent Financial Group (IFG) is seeking an Alternative Investment Analyst to evaluate and analyze both existing and prospective alternative investment partners and products. This includes investment types such as real estate, private equity, hedge funds, fixed income, oil and gas, and more.
The Analyst will be responsible for assessing and monitoring investments, preparing reports, and presenting findings to the firm’s senior management. In this role, the Analyst will collaborate with a variety of stakeholders, including IFG’s Registered Representatives, internal department teams, and senior executives from investment sponsor firms.
Founded in 2003, IFG provides an array of business solutions supporting more than 482 independent financial professionals across 372 offices nationwide. IFG was named among the “Fastest Growing Private Companies in the US” by Inc. 5000 in 2020, for the eighth time since 2010. San Diego Business Journal ranked IFG #7 among the Largest Private Companies in San Diego in 2022. IFG was ranked 19th Independent Broker-Dealer based off revenue in 2023 by Financial Planning Magazine. In 2024, IFG was ranked 16th largest among national independent broker-dealers by Financial Advisor Magazine, based on revenue.
Job Duties
- Conduct thorough due diligence and analysis of alternative investment offerings and sponsors.
- Prepare detailed internal due diligence reports for presentation to the Product Review Committee.
- Maintain current knowledge of IFG’s alternative investment platform, monitor industry trends, and contribute to platform enhancements.
- Respond to alternative product-related inquiries from IFG Advisors.
- Serve as the primary expert resource for all DST offerings, including due diligence and inquiries.
- Support the Alternative Investments Product Manager on departmental projects and priorities.
- Produce and maintain alternative product sales and revenue reports.
- Manage and deliver key communications and other components for new alternative product launches.
- Organize and maintain due diligence filing systems, including correspondence and related records.
- Provide outstanding customer service to internal and external stakeholders.
Education and Experience
- Bachelor’s degree from an accredited university in a business-related field required.
- 3–5 years of experience in an investment due diligence role; experience at a broker-dealer, pension, endowment, or investment sponsor fund is considered a plus.
- Experience with a broad range of alternative investment strategies preferred.
- Prior experience in real estate and/or alternative investment analysis required.
- Securities licensing: Series 7 required.
- Advanced degree and/or professional designation is a plus.
- Strong knowledge of the financial services industry.
- Proficient in Microsoft Office Suite, with advanced Excel skills.
- Ability to analyze and evaluate a diverse range of investment opportunities.
- Self-starter who works effectively both independently and in team environments, contributing to departmental initiatives and growth.
- Communicates professionally and confidently with all levels of management.
- Asks thoughtful and insightful questions to ensure thorough evaluation of investments.
- Strong attention to detail and accuracy.
- Excellent analytical and critical-thinking skills.
- Ability to work effectively both independently and as part of a team.
- Maintains professionalism and integrity when handling sensitive financial information.
- IFG offers a competitive benefits package including free on-site fitness center, company-paid medical insurance, 401(k) matching, and market-level compensation, based on experience.