Head of Alternative Investments Due Diligence

Company: Mohr Talent
Location: Austin
Posted on: April 26, 2025

Job Description:

Head of Alternative Investments Due Diligence

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Location: -Austin, TX

Travel: -Up to 15%

Compensation: -$180K- $200K), plus bonus

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A growing financial services firm is looking for a hands-on leader to manage its alternative investments and due diligence efforts. This is a key role for someone who enjoys analyzing complex investments, leading a team, and supporting financial advisors. If you're passionate about private markets and helping drive smart investment decisions, this could be a great fit.

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What You'll Do:

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• Lead the firm's due diligence team, ensuring thorough evaluation of investment products across private equity, private credit, private real estate, DSTs, QOZs, structured products, and more.
  
• Serve as the firm's go-to expert on alternative investments, helping shape the product platform and strengthen advisor confidence.
  
• Partner with financial advisors to design diversified, tax-efficient portfolios incorporating complex products.
  
• Collaborate with legal and compliance teams as a decision-maker on product approval and investment committee representation.
  
• Deliver market insights and investment strategy presentations to internal teams and advisor audiences.
  
• Build strong partnerships with third-party asset managers, coordinating research and product sourcing.
  
• Guide and mentor a team of analysts, promoting technical excellence and ongoing development.
  
  
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  What We're Looking For:
  
  
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  • 8+ years -of direct experience in -HNW wealth management, with a strong track record in -hands-on due diligence -of complex investments.
    
  • Prior leadership of a due diligence or investment research team required.
    
  • In-depth knowledge of private markets and alternative investments.
    
  • Experience advising or supporting financial advisors in portfolio construction and investment selection.
    
  • CFA required; CAIA preferred.
    
  • FINRA Series 7 and 63/65 or 66 preferred (or ability to obtain within 12 months).
    
  • Confident communicator with strong presentation skills.
    
    MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com

Keywords: Mohr Talent, San Marcos , Head of Alternative Investments Due Diligence, Other , Austin, Texas