Lead or support internal deal team efforts to source, analyze, recommend, structure, negotiate and execute alternative investment strategies including direct and co-investments.
January 03, 2023
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.
January 31, 2023
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).
February 17, 2023
Monitor existing mandates and investments through regular call/meetings with alternatives asset managers and analysis of portfolio reporting, performance, etc.
April 15, 2023
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.
May 10, 2023
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.
May 16, 2023
Evaluate prospective investment opportunities, including meeting with principals, conducting due diligence, conferring with outside parties and preparing investment recommendations.
May 20, 2023
