Position Overview:

The Chief Alternatives Officer is responsible for leading the organization's alternative investment strategy, including private equity, hedge funds, real estate, infrastructure, venture capital, and other non-traditional asset classes. The CAO will drive portfolio diversification, enhance returns, and manage risks associated with alternative investments while aligning with the institution's overall investment objectives.

Key Responsibilities:

1. Alternatives Strategy & Asset Allocation

- Develop and execute alternative investment strategies aligned with overall portfolio objectives.
- Determine allocation across private equity, hedge funds, real estate, infrastructure, and other alternative assets.
- Identify new investment opportunities and emerging asset classes.

2. Portfolio Management & Performance

- Oversee performance of alternative investment portfolios.
- Monitor returns, liquidity profiles, and diversification benefits.
- Evaluate portfolio performance against benchmarks and targets.

3. Investment Sourcing & Due Diligence

- Lead sourcing of alternative investment opportunities, including fund selection and direct investments.
- Conduct and oversee due diligence on fund managers, assets, and investment structures.
- Negotiate investment terms and agreements.

4. Risk Management & Compliance

- Assess risks related to illiquidity, valuation, leverage, and market conditions.
- Ensure compliance with regulatory requirements and internal investment policies.
- Establish governance frameworks for alternative investments.

5. Manager & Partnership Oversight

- Build and maintain relationships with external fund managers, general partners (GPs), and investment firms.
- Monitor manager performance and ensure alignment with investment objectives.
- Evaluate and onboard new investment partners.

6. Product Development & Innovation





- Develop alternative investment products and solutions for clients or internal portfolios.
- Explore co-investment and direct investment opportunities.
- Stay updated on trends in alternative investments and market innovation.

7. Reporting & Analytics

- Develop reporting frameworks for alternative investments, including performance, risk, and valuation metrics.
- Provide insights and recommendations to executive leadership and the Board.
- Ensure transparency in reporting and valuation methodologies.

8. Leadership & Team Development

- Lead and mentor teams focused on alternative investments, research, and portfolio management.
- Build a high-performance culture with strong analytical and investment expertise.
- Drive continuous learning and professional development.

9. Stakeholder Engagement

- Communicate alternative investment strategies and performance to stakeholders, clients, and investors.
- Support fundraising, investor relations, and client acquisition initiatives.
- Represent the organization in industry forums and investment committees.

Qualifications:

- Bachelor's degree in Finance, Economics, Business, or related field; MBA, CFA, or equivalent preferred.
- 12–15+ years of experience in alternative investments, asset management, or investment banking.
- Proven track record in managing alternative investment portfolios.
- Strong understanding of private markets, fund structures, and investment strategies.

Key Skills and Competencies:

- Strong analytical and investment evaluation skills.
- Deep knowledge of alternative asset classes and market trends.
- Strategic thinking and portfolio diversification expertise.
- Leadership and stakeholder management abilities.
- Strong negotiation and due diligence capabilities.

Performance Metrics:

- Returns from alternative investment portfolios.
- Portfolio diversification and risk-adjusted performance.
- Success of investment sourcing and deal execution.
- Performance of external fund managers.
- Compliance and governance adherence.

📌 Chief Alternatives Officer (Trinitat)
🏢 thehivecareers.co
📍 Trinitat