via DailyRemote
$120K - 200K a year
Conduct due diligence, financial analysis, and modeling for alternative investments, monitor investments, and support portfolio analysis.
Bachelor's in finance or related field, 4-6 years in investment analysis, proficiency in Excel and financial modeling, CFA or CAIA progress preferred.
Job Description: • Conduct due diligence, financial analysis, and modeling for new alternative investments in funds and co-investments, with a strong focus on private credit strategies • Assist in preparing investment recommendations and presentations for internal committees • Monitor existing investments, including reviewing reports, updating valuations, and tracking performance metrics • Support manager relationships across multiple asset classes and participate in meetings, advisory boards, and diligence sessions • Contribute to portfolio construction analysis, commitment pacing, and performance evaluation • Assist with cash flow forecasting and reporting for the alternatives portfolio • Research industry trends and help identify top managers and emerging strategies across the alternatives landscape Requirements: • Bachelor’s degree in finance, Economics, Accounting or related field • 4–6 years of experience in investment analysis, ideally focused on private credit • Strong analytical and quantitative skills, including proficiency in Excel and financial modeling • Excellent written and verbal communication skills • Ability to manage multiple priorities and work collaboratively in a team environment • CFA or CAIA progress preferred • Prior experience within an insurance company environment is highly desirable • High integrity and professional ethics • Strong organizational and presentation skills • Ability to work independently and build effective relationships with internal and external stakeholders Benefits: • Healthcare benefits include medical, dental, vision, and prescription drug coverage • Access to a Health Coach, a 24/7 nurse-based resource • Access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling and referral services • GE Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions • Access to Fidelity resources and planning consultants • Tuition assistance • Adoption assistance • Paid parental leave • Disability insurance • Life insurance • Paid time-off for vacation or illness
This job posting was last updated on 12/11/2025