Escala Partners - Investment Specialist, Alternatives

4 hours, 44 minutes ago
Full-time
Lead
Finance and Accounting
FOCUS PARTNERS

FOCUS PARTNERS

FOCUS PARTNERS provides consulting services in business strategy, financial advisory, and mergers & acquisitions, helping clients achieve strategic goals and maximize value.

Professional Services
1-10
Founded 2005

Description

  • Lead end-to-end research and due diligence across alternative and private market asset classes.
  • Develop investment research papers, recommendations and ongoing monitoring frameworks for approved alternatives.
  • Source, screen and evaluate new alternative investment opportunities to strengthen the firm’s offering.
  • Build and maintain relationships with fund managers, industry bodies, placement agents and research peers.
  • Monitor macroeconomic, structural and thematic trends to identify long-term return opportunities.
  • Present complex investment ideas to Advisors, committees and clients with clarity and confidence.
  • Attend client, manager and internal meetings on behalf of the Managed Funds team.
  • Represent the firm at industry conferences, forums and events where required.
  • Collaborate with cross-functional stakeholders to support investment decision making and internal connectivity.
  • Contribute to research frameworks, due diligence processes, governance standards and team best practices.

Requirements

  • Tertiary qualifications in Finance, Economics, Commerce, Accounting or a related discipline.
  • 8+ years of experience in investment analysis, funds management, private markets, wealth management or a related field.
  • Demonstrated experience researching alternative strategies across private equity, private credit, venture capital, infrastructure, property and other private markets.
  • Strong background in investment due diligence, manager selection and alternatives portfolio construction.
  • Established relationships with fund managers and understanding of managed funds research processes.
  • CFA qualification highly regarded.
  • Advanced analytical capability across complex and illiquid asset classes.
  • Strong commercial acumen and a long-term investment mindset.
  • Highly effective communication and presentation skills for varied audiences.
  • Proven ability to build credibility and influence senior internal stakeholders.
  • Experience as a relationship-builder who actively develops networks with managers and industry peers.

Benefits

  • Location flexibility with the role available in Sydney or Melbourne.
  • Opportunity to work as a senior member of the CIO team.
  • Access to a collaborative, client-first wealth management environment.
  • Chance to represent the firm with advisors, clients and industry peers.
  • Supportive focus on mentoring and technical leadership within the business.

Interested in this position?

Apply directly on the company website

Apply Now

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