Name:
Alternative Investment Analyst
Location: 4199 Campus Drive, 9th Floor, Irvine, CA
Job Posting Location - City, State:
Irvine, CA
Job Posting Location - Street:
4199 Campus Drive, 9th Floor
Work Type:
Full-time
Department:
Family Office

Description & Requirements

Come join our family at In-N-Out Burger!  

We have an excellent opportunity for a full time Alternative Investment Analyst based in the Irvine, CA* office. The Alternative Investment Analyst reports to the Alternative Investment Portfolio Manager and is responsible for assisting in the management of the Family Office’s alternative investments.  This individual would support the PM by compiling performance data, and monitoring and preparing investment reporting for Private Equity, Private Real Estate, Private Credit, Venture Capital and Hedge Fund investments.  In addition, this individual would support the due diligence process (quantitative and qualitative) through all stages of the investment cycle.

*This position is full-time, in-office only


General Responsibilities
  • Assist in management of a portfolio of private investments - Including monitoring individual manager performance and risk, fostering relationships with investment partners, conducting periodic updates to initial due diligence, and conducting periodic on-site visits with key investment and operations personnel
  • Assist in the evaluation of potential new investment managers using quantitative and qualitative skills
  • Investigate a potential manager’s background, prior track record of success, and investment process that will drive future investment gains
  • Continually update the internal databases of performance, investment holdings, market exposures, and interactions with managers in the current portfolio
  • Integrate data supplied from investment managers with that available to provide detailed reporting to the portfolio manager and investment director
  • Periodically review investment sub-strategies to evaluate the market opportunity and universe of managers that may result in changes in the portfolio allocation or roster of managers
  • Assist in the preparation of investment memoranda detailing the investment rationale of a proposed investment
  • Assist in the preparation of standard and ad hoc reports and presentations to facilitate communication and transparency to the investment committee, leadership teams, and other internal and external entities as required
  • Perform other work related job duties as required 


Work Schedule + Benefits
  • Full-time position, Exempt
  • Office Hours in Irvine, CA: Monday-Friday, 8:00 am-5:00 pm 
  • Travel: 10% of the year will be spent traveling nationwide 
  • Excellent Benefits, to include Medical, Dental, Vision, Life Insurance, FSA’s, 401(k)/Profit Sharing Plan, Adoption Assistance, Education Reimbursement, Supplemental Health Plans and Pet Insurance


Qualifications
  • Bachelor’s degree required; Emphasis on finance, economics, or accounting a plus
  • 2-5 years of experience in investment management, alternative assets group of an insurance company or family office
  • 2-5 years of investment banking experience, or working in a finance or investment department
  • Knowledge of capital markets, investments and the investment landscape, preferably with some knowledge of private market investments
  • Excellent knowledge of MS Office Suite (Word, Excel, PowerPoint)
  • Excellent listening skills, including the ability to identify and isolate concerns or objections
  • Ability to identify problems, collect data, establish facts, and draw valid conclusions
  • Make recommendations based on alternatives and options and develop unique analyses to assess investment strategies
  • Balance of strong analytical skills
  • Strong moral compass: ability to operate with integrity and professionalism when handling sensitive and confidential information
  • Strong customer service orientation
  • Ability to work autonomously/independently, yet be an integral part of an overall team environment
  • Capacity to manage competing priorities while keeping sight of big-picture objectives
  • Highly adaptable with excellent time-management and follow-through skills




ABOUT In-N-Out Burger

In-N-Out Burger was founded in 1948 by Harry and Esther Snyder in Baldwin Park, California, and remains privately owned and operated. Under the direction of the Snyder family, the company has opened restaurants throughout California, Nevada, Arizona, Utah, Texas, Oregon and Colorado. In-N-Out Burger’s menu has remained the same since 1948, and we have maintained a simple philosophy – serve only the highest quality product, prepare it in a clean and sparkling environment, and serve it in a warm and friendly manner. We have built a reputation for fresh, made-to-order foods prepared and served by friendly, well trained Associates.