Lead or support internal deal team efforts to source, analyze, recommend, structure, negotiate and execute alternative investment strategies including direct and co-investments.
April 21, 2020
Develop portfolio strategies based upon internally or externally implemented investment strategies, such that the opportunistic-diversified portfolio exceed its mandate on a long-term basis.
June 17, 2020
Evaluate prospective investment opportunities, including meeting with principals, conducting due diligence, conferring with outside parties and preparing investment recommendations.
July 04, 2020
Review financial reports and other documents pertaining to alternative investments to ensure and verify accuracy of market values, fees, and expenses as reported, and conduct additional due diligence as required.
July 20, 2020
Prepare semi-annual investment updates for each investment and present them to the appropriate investment team.
August 08, 2020
Manage existing due diligence files and reporting to ensure documentation is complete and consistent with department and firm policies.
August 20, 2020
Act as the primary Alternative Asset Services contact for client relationship managers at Northern Trust for all client related inquiries regarding alternative investments.
August 21, 2020
Monitor existing mandates and investments through regular call/meetings with alternatives asset managers and analysis of portfolio reporting, performance, etc.
August 30, 2020
Participate in the analysis, due diligence, and execution of selected investment opportunities including interaction and internal validation with relevant stakeholders (risk management, legal, tax, accounting, regulatory, AXA Centers of Expertise).
September 28, 2020
Assist in the development of portfolio strategies based upon internally or externally implemented investment strategies, such that the opportunistic-diversified portfolio exceed its mandate on a long-term basis.
October 13, 2020