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Senior Investment Analyst
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- The role includes investment research responsibilities for Adlers client base of tax-exempt and taxable portfolios.
- In addition to proactive investment research, the Senior Investment Analyst contributes to investment strategy, ongoing fund and portfolio management, and reporting/communication with stakeholders.
- Conduct investment research across a wide range of investment strategies and structures to meet client needs.
- Experience investing within private equity, venture capital, credit, public equity and debt, and niche strategies through fund structures and other vehicles is vital to create successful outcomes.
- Proactively pursue investment opportunities to meet foundation specific investment preferences including program related investments (PRIs), impact investing/values-aligned strategies, and the identification and education of suitable investment solutions.
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